How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign Email

The possibilities are endless. Attend this FREE online training with Marcus TaylorOne strategy we have actually explored with a lot is using data caught from our Leadformly form to personalise the content in our ActiveCampaign emails using ActiveCampaign’s conditional content function. Generally, this enables you to customise the material in your email projects utilizing guidelines like ‘If contact’s organisation type = agency, screen X, otherwise show Y’. Here’s an example of a fully-automated email we send using conditional material.

I presume the reason is since it sounds natural and consists of adequate personalisation (it referrals that they’re running an agency) that individuals think it’s been written by hand. We have actually even received a great deal of appreciation from individuals who’ve identified that it is automated, however are still impressed!If you desire to increase your email campaign engagement by 10-20%, simply send out all of your e-mails twice, however the 2nd time around just send out the email to the segment of individuals that didn’t open it the very first time round.

While the open rate won’t 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 Add Attachment To Active Campaign Email). If somebody opens your e-mail however doesn’t click through to your deal it indicates that they were fascinated by your subject line, but the deal wasn’t quite right for them.

How To Add Attachment To Active Campaign Email

One of our most responded-to email campaigns is a simple email that we send out to everybody who participates in a Leadformly webinar but doesn’t register for an account (How To Add Attachment To Active Campaign Email). It appears like this: If someone clicks ‘Yes– but I have a concern’ or ‘No’ it opens an e-mail addressed to me with the pre-filled text ‘Hey Marcus, I’m not ready to utilize Leadformly because …’.

When we initially began purchasing tools for our customer success group at Leadformly, we tried Intercom, Drift, Promoter.io, and numerous others. After a number of months we realised that the majority of the performance we were using in those tools could be changed by ActiveCampaign. Here are some of the methods we’re utilizing ActiveCampaign for client success.

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

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

How To Add Attachment To Active Campaign Email

I have to admit, collecting NPS scores in ActiveCampaign is difficult. We had actually formerly utilized Promoter.io to collect NPS, which is (in theory) a plug and play option. We struggled 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 suggest reading brilliant article that ActiveCampaign released, which we followed to collect and automate NPS collection.

In order to inform our clients and make them effective as rapidly as possible, we put all of our consumers into a 7-day onboarding series, which drip feeds a series of tutorials, videos, and white papers that they can use to discover our software and get better arise from their lead capture kinds. This automation series takes some pressure off of our support team, as it means that we can respond to concerns in these tutorials that may have otherwise ended up being assistance tickets/emails.

When somebody cancels their account or demands a refund for our endeavors, it is essential that we learn what caused this. In ActiveCampaign, we automatically set off a series that asks the consumer what made them leave, and after that adds/removes them from the appropriate lists and series. It’s basic however is one less thing that our client success group need to think of.

How To Add Attachment To Active Campaign Email

Below are a few of the ways we’ve used ActiveCampaign to automate aspects of HR, finance, and worker training. When a brand-new worker joins Venture Harbour, an automated email series is activated that drip feeds info on how we doing things at Endeavor Harbour and why. This makes sure that all brand-new staff members have a consistent onboarding experience, and are lined up with the business’s bigger picture vision and objectives.

While unconventional, using marketing automation to improve our brand-new staff member onboarding has actually made this procedure a lot simpler. We do not check out CVs at Venture Harbour. Rather, we ask all prospects that look for a job from our website to finish a brief quiz that tells us more about them and how they fix issues (How To Add Attachment To Active Campaign Email).

At the end of the day, if you’re not ready to finish a 10-minute quiz to be considered for a role at Venture Harbour, you’re definitely not the ideal fit. It likewise provides us a great deal of informative details about candidates. For example, one of our values at Endeavor Harbour is to never stop learning, so in our quiz we ask ‘What are the last three nonfiction books you check out?’.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

This test is sent out through a marketing automation sequence, which frees up hours of emailing back and forth with potential candidates, and guarantees that we only consider the really finest candidates to come in for an interview. I used to hate going after up invoices. While the bulk of our customers paid their billings on time, there were constantly a couple of that required a push or 2.

By sending the email from a ‘[email protected]’ e-mail address rather than my personal e-mail address it depersonalised the message and encountered more as an alert rather than an individual asking for a billing to be paid (How To Add Attachment To Active Campaign Email). Not just was it just as reliable as me emailing them, it suggested I might stop sending an e-mail that I hated sending out– and it saved me time!There are couple of tools that I completely suggest on a daily basis, however ActiveCampaign is one of them.

As a one-stop email marketing service, ActiveCampaign, which starts at $9 each month has a lot to offer, including limitless e-mails with all of its plans, third-party integrations, and a variety of auto-responders. This leads to a rather hectic user interface, which can be difficult to take in initially glance.

How To Add Attachment To Active Campaign Email

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

ActiveCampaign has a large library of online support resources and onboarding services, and you can get help through live chat, however not by phone. It’s similar to Campaign Screen in many ways, though each bests the other one in some locations. For the finest e-mail marketing experience aim to our Editors’ Option choices in this classification: Campaigner and MailChimp , each of which offer live assistance, and generous features.

The business arranges its plans depending upon the number of customers you’re seeking to reach. Plans begin at $9 each month for as much as 500 contacts and endless emails. At each subscriber level, you can upgrade to a Plus plan that includes numerous functions consisting of client relationship management (CRM), a custom domain, and customized branding.

Strategies go all the way up to 100,000 contacts; if you require more, you can get in touch with ActiveCampaign for a custom-made strategy. In between, you can go with 2,500 contacts for $29 each month, 5,000 contacts for $45 each month and so on. All strategies include unrestricted emails, unlike Campaign Screen, which offers both fundamental strategies with restricted emails, and more expensive unlimited plans. How To Add Attachment To Active Campaign Email.

How To Add Attachment To Active Campaign Email

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

The control panel is overwhelming in the beginning glance. It’s difficult to know where to look first. On the right rail is a social activity feed, consisting of social shares, unsubscribes, click rates, and more. To the left of that is an introduction of your campaign activity. Part of the confusion is that it’s filled with sample info that disappears when you mouse over it.

It’s also confusing considering that ActiveCampaign also offers CRM and other features that you may not prepare to use, but show up on the control panel anyhow if you’re using the free trial. How To Add Attachment To Active Campaign Email. Along the top of the screen are your primary alternatives: contacts, projects, lists, and other non-email marketing associated functions.

How To Add Attachment To Active Campaign Email

From here you can import and export CSV files or import from a third-party service, such as Asana (Check Out Site at Asana), Base CRM , Zoho CRM (Free Trial at Software Application Guidance), and a lot more. This is another location where it bests Campaign Monitor, which has no 3rd celebration combination. How To Add Attachment To Active Campaign Email.

Prior to you include any contacts, though, you have to create a list, much like with Campaign Screen. When you develop a list, you need to offer it a name, offer your company’s mailing address for the footer, business URL, and a note letting customers know why they’re getting the e-mail (this may decrease spam reports from absent-minded users.) Next, you can import contacts to that list.

You can also choose not to import a certain field. I tried adding e-mail, name, and birthday. It recognized email, but not the other two, but I had the ability to quickly develop custom fields. You can likewise tag contacts for simple browsing. Click the projects tab to produce a newsletter. They even have a standard 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 create a really plain e-mail, offered you make a fundamental template first.

How To Add Attachment To Active Campaign Email

MailChimp’s built-in image editor is incredibly effective. You can resize, crop, and add custom text to your images. I miss out on MailChimp’s email-editing experience. It would save me a little time to have that exact same experience on ActiveCampaign. However the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time cost savings.

ConvertKit’s email modifying experience is really plain, but simple to browse. Their templates are restricted, which is fine with me, but their email editing experience is a little much easier because you can create inline images, and you can create a completely plain email, and even modify the underlying HTML. If you wish to make some quick edits to some emails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an email, 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 indicated to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wanted to change backward and forward in between numerous emails, I would intuitively be inclined open the exact same automation in various tabs, then open the particular emails from each of those tabs.

How To Add Attachment To Active Campaign Email

In the Automations section, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can edit each one, or you can Command + Click to open each in a new tab to more easily edit your whole series. Contrast that with ConvertKit’s Series.

Once again, it would conserve me a lot of time to have ConvertKit’s automation e-mail editing experience on ActiveCampaign. But picking an e-mail marketing platform is like selecting a spouse – How To Add Attachment To Active Campaign Email. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Mentioning division, another reason I changed from MailChimp to ActiveCampaign was that MailChimp has limited segmentation choices.

How To Add Attachment To Active Campaign EmailHow To Add Attachment To Active Campaign Email

You can integrate qualities with an AND/OR operator, and you can mix and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just section by AND/OR, nevertheless MailChimp’s Pro strategy allows more advanced segmenting, for an additional $199 a month. In my look for the ideal e-mail marketing platform, I saw lots of others, a few of which I’ve already pointed out.

How To Add Attachment To Active Campaign Email

ConvertKit. If I weren’t on ActiveCampaign, I would probably be using ConvertKit. Their automations are a lot easier to construct, though they aren’t as versatile as ActiveCampaign’s, and their segmentations alternatives aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already understand that I switched from MailChimp to ActiveCampaign.

MailChimp is complimentary for as much as 2,000 contacts, though if you’re severe I ‘d highly caution versus locking yourself into an email marketing platform simply due to the fact that it’s less expensive on the short term. Changing is a pain, and it may cost you more in the long run. AWeber. AWeber has been around forever, so they integrate with anything.

It has just-okay e-mail editing experience, templates, and automations. One edge it has, in my opinion, is International Text Bits. I go more in depth in my AWeber Evaluation. If you’re a little organisation with 5,000 subscribers or more, and you do not need a lot more than fundamental broadcasts and automations, AWeber might be a good choice.

How To Add Attachment To Active Campaign Email

I generally don’t think rates should be a significant aspect in choosing the right e-mail marketing platform for your service. Having the right functions for your marketing technique will eventually make up for whatever price distinctions you discover. However, price is still a factor, so let’s look at pricing for ActiveCampaign vs.

As you can see: If you’re beginning with 500 contacts, ActiveCampaign’s Lite plan is less expensive than both AWeber and ConvertKit. ConvertKit is almost double the rate of ActiveCampaign if you’re simply starting out. MailChimp, is totally free below 2,000 contacts. But switching is a discomfort, so just choose MailChimp if it’s the very 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 complete usage of ActiveCampaign’s rich automation functions, it’s well worth the price difference. In conclusion, ActiveCampaign is an exceptionally flexible e-mail marketing platform, and I’m so grateful I made the effort to do the research and make the switch from MailChimp to ActiveCampaign.