How To Attach Pdf In Active Campaign

How To Attach Pdf In Active Campaign

The possibilities are endless. Attend this FREE online training with Marcus TaylorOne tactic we have actually try out a lot is using information caught from our Leadformly kind to customise the material in our ActiveCampaign e-mails utilizing ActiveCampaign’s conditional material function. Generally, this permits you to customise the content in your email projects using guidelines like ‘If contact’s organisation type = company, screen X, otherwise display Y’. Here’s an example of a fully-automated email we send using conditional content.

I believe the reason is because it sounds natural and consists of adequate personalisation (it recommendations that they’re running a company) that individuals believe it’s been composed manually. We have actually even gotten a great deal of praise from individuals who have actually recognized that it is automated, however are still impressed!If you wish to increase your e-mail campaign engagement by 10-20%, simply send out all of your e-mails twice, but the second time around just send out the e-mail to the segment of individuals that didn’t open it the very first time round.

While the open rate will not be as high as the first campaign, it’s still going to be opened by a few of your list who would not have actually otherwise seen it (How To Attach Pdf In Active Campaign). If somebody opens your email but does not click through to your deal it suggests that they were intrigued by your subject line, however the offer wasn’t quite best for them.

How To Attach Pdf In Active Campaign

One of our most responded-to e-mail projects is a simple e-mail that we send out to everyone who participates in a Leadformly webinar however does not register for an account (How To Attach Pdf In Active Campaign). It looks like this: If somebody clicks ‘Yes– but I have a question’ or ‘No’ it opens an email addressed to me with the pre-filled text ‘Hi Marcus, I’m not prepared to utilize Leadformly since …’.

When we initially started purchasing tools for our client success team at Leadformly, we attempted Intercom, Drift, Promoter.io, and a number of others. After a number of months we realised that the majority of the performance we were utilizing in those tools might be changed by ActiveCampaign. Here are a few of the ways we’re utilizing ActiveCampaign for customer success.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

While it’s implied to be utilized for managing sales pipelines it works well work handling any procedure that has a clear set of actions– like onboarding. We’ve produced automation series to automatically move clients in between different steps of this pipeline based upon what pages they go to or occasions they fire from within the Leadformly application.

How To Attach Pdf In Active Campaign

I have to confess, gathering NPS ratings in ActiveCampaign is difficult. We had previously utilized Promoter.io to gather NPS, which is (in theory) a plug and play service. We had a hard time a lot with their service, which was among the factors for centralising it in ActiveCampaign. Instead of describing how we set it up here, I ‘d recommend reading dazzling post that ActiveCampaign released, which we followed to collect and automate NPS collection.

In order to inform our clients and make them effective as quickly as possible, we put all of our customers into a 7-day onboarding series, which drip feeds a series of tutorials, videos, and white papers that they can utilize to learn our software and improve arise from their lead capture kinds. This automation series takes some stress off of our support group, as it suggests that we can address concerns in these tutorials that might have otherwise ended up being assistance tickets/emails.

When someone cancels their account or demands a refund for our ventures, it is necessary that we learn what caused this. In ActiveCampaign, we automatically trigger a series that asks the client what made them leave, and then adds/removes them from the correct lists and series. It’s simple however is one less thing that our consumer success group need to consider.

How To Attach Pdf In Active Campaign

Below are a few of the methods we’ve used ActiveCampaign to automate elements of HR, finance, and worker training. When a brand-new employee joins Endeavor Harbour, an automated email series is triggered that drip feeds details on how we doing things at Endeavor Harbour and why. This guarantees that all new staff members have a constant onboarding experience, and are lined up with the company’s larger picture vision and goals.

While unconventional, utilizing marketing automation to streamline our brand-new employee onboarding has made this process a lot much easier. We don’t read CVs at Endeavor Harbour. Instead, we ask all candidates that look for a job from our site to finish a short quiz that informs us more about them and how they fix problems (How To Attach Pdf In Active Campaign).

At the end of the day, if you’re not prepared to complete a 10-minute quiz to be thought about for a role at Endeavor Harbour, you’re absolutely not the best fit. It likewise offers us a lot of insightful info about candidates. For example, among our values at Endeavor Harbour is to never ever stop learning, so in our quiz we ask ‘What are the last 3 nonfiction books you read?’.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

This test is sent out through a marketing automation series, which releases up hours of emailing back and forth with potential prospects, and ensures that we only consider the absolute best applicants to come in for an interview. I utilized to hate chasing up billings. While most of our customers paid their billings on time, there were always a few that required a nudge or more.

By sending the email from a ‘[email protected]’ email address instead of my individual e-mail address it depersonalised the message and discovered more as an alert rather than a person requesting an invoice to be paid (How To Attach Pdf In Active Campaign). Not only was it simply as reliable as me emailing them, it suggested I might stop sending an email that I disliked sending– and it conserved me time!There are couple of tools that I wholeheartedly advise on a day-to-day basis, however ActiveCampaign is one of them.

As a one-stop e-mail marketing service, ActiveCampaign, which begins at $9 monthly has a lot to offer, consisting of unlimited emails with all of its strategies, third-party integrations, and a range of auto-responders. This leads to a rather busy interface, which can be hard to take in in the beginning glance.

How To Attach Pdf In Active Campaign

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

ActiveCampaign has a large library of online support resources and onboarding services, and you can receive help via live chat, but not by phone. It’s equivalent to Campaign Monitor in lots of ways, though each bests the other one in some areas. For the finest e-mail marketing experience seek to our Editors’ Choice choices in this category: Campaigner and MailChimp , each of which use live assistance, and generous features.

The business arranges its strategies depending on the variety of customers you’re aiming to reach. Strategies start at $9 per month for up to 500 contacts and endless emails. At each subscriber level, you can update to a Plus plan that includes several features consisting of client relationship management (CRM), a custom domain, and customized branding.

Strategies go all the way up to 100,000 contacts; if you need more, you can contact ActiveCampaign for a customized strategy. In between, you can go with 2,500 contacts for $29 per month, 5,000 contacts for $45 monthly and so on. All plans include limitless e-mails, unlike Campaign Display, which provides both basic strategies with restricted emails, and more expensive unlimited strategies. How To Attach Pdf In Active Campaign.

How To Attach Pdf In Active Campaign

ActiveCampaign offers a 14-day free trial that does not need a charge card. To begin, all you require is your company name and email address. Next, you established a password and after that choose the service you’re trying to find– in addition to email marketing, it uses marketing automation, CRM, and sales automation.

The dashboard is overwhelming in the beginning glimpse. It’s difficult to know where to look first. On the best rail is a social activity feed, consisting of social shares, unsubscribes, click rates, and more. To the left of that is a summary of your campaign activity. Part of the confusion is that it’s filled with sample details that vanishes when you mouse over it.

It’s also confusing since ActiveCampaign likewise provides CRM and other functions that you may not plan to utilize, however show up on the dashboard anyhow if you’re using the free trial. How To Attach Pdf In Active Campaign. Along the top of the screen are your main options: contacts, campaigns, lists, and other non-email marketing related features.

How To Attach Pdf In Active Campaign

From here you can import and export CSV files or import from a third-party service, such as Asana (See Website at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Recommendations), and a lot more. This is another area where it bests Campaign Display, which has no third party integration. How To Attach Pdf In Active Campaign.

Before you add any contacts, though, you need to develop a list, just like with Campaign Screen. When you produce a list, you need to give it a name, offer your business’s mailing address for the footer, business URL, and a note letting subscribers understand why they’re getting the email (this might minimize spam reports from absent-minded users.) Next, you can import contacts to that list.

You can likewise opt not to import a particular field. I tried including e-mail, name, and birthday. It acknowledged e-mail, but not the other two, however I was able to easily create custom-made fields. You can also tag contacts for easy browsing. Click the projects tab to create a newsletter. They even have a basic mage editor where you can crop the image. MailChimp’s editor is the best I have actually seen in all of the email marketing platforms I have actually attempted. You have access to the underlying code, so you can develop a really plain e-mail, supplied you make a basic template initially.

How To Attach Pdf In Active Campaign

MailChimp’s built-in image editor is incredibly powerful. You can resize, crop, and add customized text to your images. I miss out on MailChimp’s email-editing experience. It would save me a little time to have that same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that prospective time savings.

ConvertKit’s e-mail editing experience is really plain, but easy to browse. Their templates are limited, which is fine with me, however their email editing experience is somewhat easier in that you can produce inline images, and you can develop a totally plain e-mail, and even edit the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s cumbersome.

I’ll click an e-mail, and it takes me to the editor for that email. Keep in mind that I can’t even Command + Click to open it in another tab. Whether they implied to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wished to switch backward and forward between different emails, I would intuitively be inclined open the very same automation in various tabs, then open the respective e-mails from each of those tabs.

How To Attach Pdf In Active Campaign

In the Automations section, there’s a “Manage Messages” location. From here, you can see all of the messages in each of your automations. You can edit every one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire sequence. Contrast that with ConvertKit’s Sequences.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. However choosing an e-mail marketing platform is like choosing a spouse – How To Attach Pdf In Active Campaign. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

How To Attach Pdf In Active CampaignHow To Attach Pdf In Active Campaign

You can integrate characteristics with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can only segment by AND/OR, however MailChimp’s Pro plan enables more sophisticated segmenting, for an additional $199 a month. In my look for the best email marketing platform, I saw many others, a few of which I’ve currently discussed.

How To Attach Pdf In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be using ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their divisions choices aren’t as advanced either. They likewise do not have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

MailChimp is free for as much as 2,000 contacts, though if you’re severe I ‘d highly warn versus locking yourself into an email marketing platform even if it’s cheaper on the short-term. Changing is a pain, and it might cost you more in the long run. AWeber. AWeber has actually been around forever, so they incorporate with anything.

It has just-okay e-mail editing experience, design templates, and automations. One edge it has, in my opinion, is International Text Snippets. I go more in depth in my AWeber Review. If you’re a little company with 5,000 subscribers or more, and you do not need a lot more than standard broadcasts and automations, AWeber may be an excellent option.

How To Attach Pdf In Active Campaign

I generally do not believe pricing should be a major consider deciding the right e-mail marketing platform for your business. Having the best functions for your marketing technique will eventually offset whatever rate differences you find. However, rate is still an element, so let’s take a look at pricing for ActiveCampaign vs.

As you can see: If you’re starting with 500 contacts, ActiveCampaign’s Lite plan is more affordable than both AWeber and ConvertKit. ConvertKit is practically double the rate of ActiveCampaign if you’re simply beginning out. MailChimp, is totally free below 2,000 contacts. However switching is a pain, so only choose MailChimp if it’s the best option for you.

About 10% more than ConvertKit, and about 50% more than AWeber or MailChimp. As I’ve stated, if you’re going to be making full use of ActiveCampaign’s rich automation features, it’s well worth the price distinction. In conclusion, ActiveCampaign is an incredibly versatile email marketing platform, and I’m so thankful I took the time to do the research study and make the switch from MailChimp to ActiveCampaign.