How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

You can likewise see whether the completion rate has increased or reduced, the length of time it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a load of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” snippets”) has a comparable function.

Let’s say you have the first name of just some of your contacts, which is the case with my list. I normally do not need a given name to register to my list, but sometimes I get a given name, such as when someone purchases a product. Would not it be nice to welcome your contacts by name, in the cases when you have it? You can do this, however it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Visitor.” If they have a given name, I say “Hey,” and after that their given name. If they don’t, I just say “Hey there,” (How To Add An Attached Document In Active Campaign). By developing a Message Variable in ActiveCampaign, I can quickly change my welcoming according to whether or not I have the contact’s given name.

How To Add An Attached Document In Active Campaign

I created a variable that’s simply %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly save me a lot of time is by allowing me utilize the exact same automation over and over once again for my webinars, and I can rapidly change out all of the details.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

Here vary for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of different variables here, such as the date and time of the webinar, the cost of the item, deal terms, voucher code, and more. Each time I run a brand-new webinar, I can change each of these variables to match any schedule changes or deal changes.

And here it remains in an e-mail. This message variable allows me to quickly change out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their email modifying experience. I switched from MailChimp, and MailChimp occurs to have the best e-mail modifying experience. I truly like to send simple emails.

How To Add An Attached Document In Active Campaign

I’ve discovered that extremely hard to do with ActiveCampaign. For awhile, I was modifying emails in ActiveCampaign’s hybrid editor, which is quite clunky. For a long period of time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was triggered by a standard design template I produced. The interface for the HTML editor appears like it was pulled from some complimentary open-source task. How To Add An Attached Document In Active Campaign.

Nevertheless, including images is a bit of a chore. You have to choose them from a file web browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor needs that you make up entirely in HTML. The alternative to this, if you desire to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s rich full-screen editor is a clunky experience. You require separate text boxes for above and below the image. Lately I have actually begun using ActiveCampaign’s abundant text editor. They have some nice design templates, but I still wish to send the plainest email possible. They do have some plain-looking e-mails, but they have some degree of very little format, which you can’t eliminate – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

But, with some adjustments, I can make my e-mail quite standard. I can make it instantly use up the whole window, and I can tweak the typography to be a little larger, and have a little more prominent. The most discouraging part of ActiveCampaign’s rich text editor is including images. Envision you’ve simply typed out an excellent email. How To Add An Attached Document In Active Campaign.

You can’t just include an image to a block of text. Rather, you have to create 2 blocks of text: one for before the image, and one for after the image. If you’ve made any format changes, you’ll have to keep an eye on those to remain constant. That’s something to deal with when you want to add one image, but when you want to add several, it becomes a huge chore.

They even have a basic mage editor where you can crop the image – How To Add An Attached Document In Active Campaign. MailChimp’s editor is the very 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 produce a genuinely plain email, provided you make a fundamental design template first.

How To Add An Attached Document In Active Campaign

MailChimp’s built-in image editor is extremely effective. You can resize, crop, and include custom-made text to your images. I miss MailChimp’s email-editing experience (How To Add An Attached Document In Active Campaign). It would save me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can develop on ActiveCampaign more than make up for that potential time cost savings.

ConvertKit’s e-mail editing experience is extremely plain, however simple to navigate. Their templates are limited, which is fine with me, but their e-mail editing experience is somewhat simpler because you can develop inline images, and you can produce a totally plain e-mail, and even edit the underlying HTML. If you want to make some quick edits to some emails in an automation, with ActiveCampaign, it’s cumbersome.

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 suggested to or not, ActiveCampaign has disabled Command + Click from the automation editor. If I wished to change back and forth between different e-mails, I would intuitively be inclined open the exact same automation in numerous tabs, then open the respective emails from each of those tabs.

How To Add An Attached Document In Active Campaign

In the Automations area, there’s a “Manage Messages” location. 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 quickly edit your whole sequence. How To Add An Attached Document In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add An Attached Document In Active Campaign. However picking an e-mail marketing platform is like selecting a spouse. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced division. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has limited segmentation options.

You can combine characteristics with an AND/OR operator, and you can mix and match those groups of traits with another AND/OR operator. With MailChimp, you can only segment by AND/OR, nevertheless MailChimp’s Pro plan enables more advanced segmenting, for an additional $199 a month. In my search for the perfect e-mail marketing platform, I saw numerous others, some of which I’ve currently pointed out.

How To Add An Attached Document In Active Campaign

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

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active Campaign

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

You can also see whether the conclusion rate has increased or decreased, how long it considers contacts to reach that goal, and you can browse all contacts to see who did and didn’t reach the goal. ActiveCampaign’s Message Variables is my favorite feature. It conserves me a lots of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable function.

Let’s say you have the first name of just some of your contacts, which holds true with my list. I usually don’t need a very first name to register to my list, however in some cases I get a first name, such as when somebody buys an item. Would not it be nice to welcome your contacts by name, in the events when you have it? You can do this, however it’s troublesome.

I’m also filtering for generic terms added by other systems, such as a dash, or “Guest.” If they have a first name, I state “Hey,” and then their very first name. If they do not, I simply state “Hey there,” (How To Add An Attached Document In Active Campaign). By developing a Message Variable in ActiveCampaign, I can easily change my greeting according to whether or not I have the contact’s given name.

How To Add An Attached Document In Active Campaign

I developed a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the email. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables really save me a lot of time is by enabling me use the very same automation over and over again for my webinars, and I can quickly alter out all of the details.

How To Add An Attached Document In Active CampaignHow To Add An Attached Document In Active Campaign

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a bunch of various variables here, such as the date and time of the webinar, the price of the item, deal terms, voucher code, and more. Each time I run a new webinar, I can change each of these variables to match any schedule changes or offer modifications.

And here it remains in an e-mail. This message variable allows me to quickly alter out a countdown timer. I did mention earlier that a person of the cons of ActiveCampaign is their e-mail modifying experience. I switched from MailChimp, and MailChimp happens to have the very best e-mail modifying experience. I really like to send simple e-mails.

How To Add An Attached Document In Active Campaign

I have actually found that extremely difficult to do with ActiveCampaign. For awhile, I was editing emails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a very long time, I utilized ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental template I developed. The user interface for the HTML editor appears like it was pulled from some free open-source project. How To Add An Attached Document In Active Campaign.

Nevertheless, adding images is a little bit of a task. You have to select them from a file internet browser. There’s no drag and drop alternative. ActiveCampaign’s HTML e-mail editor requires that you make up completely in HTML. The option to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Adding images to ActiveCampaign’s abundant full-screen editor is a cumbersome experience. You need separate text boxes for above and listed below the image. Lately I have begun using ActiveCampaign’s abundant full-screen editor. They have some nice design templates, however I still desire to send the simplest email possible. They do have some plain-looking e-mails, however they have some degree of very little formatting, which you can’t remove – How To Add An Attached Document In Active Campaign.

How To Add An Attached Document In Active Campaign

However, with some modifications, I can make my e-mail pretty basic. I can make it instantly use up the whole window, and I can modify the typography to be a little larger, and have a bit more leading. The most discouraging part of ActiveCampaign’s rich text editor is adding images. Picture you’ve just typed out a fantastic e-mail. How To Add An Attached Document In Active Campaign.

You can’t just add an image to a block of text. Rather, you have to create two blocks of text: one for before the image, and one for after the image. If you have actually made any formatting changes, you’ll have to watch on those to remain consistent. That’s one thing to deal with when you want to include one image, but when you want to add numerous, it ends up being a huge task.

They even have a standard mage editor where you can crop the image – How To Add An Attached Document In Active Campaign. MailChimp’s editor is the finest I have actually seen in all of the e-mail marketing platforms I have actually tried. You have access to the underlying code, so you can develop a genuinely plain email, provided you make a standard design template first.

How To Add An Attached Document In Active Campaign

MailChimp’s integrated image editor is incredibly powerful. You can resize, crop, and add customized text to your images. I miss MailChimp’s email-editing experience (How To Add An Attached Document In Active Campaign). It would save me a little time to have that very same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that potential time cost savings.

ConvertKit’s e-mail editing experience is very plain, but easy to browse. Their design templates are limited, which is great with me, but their email modifying experience is slightly much easier because you can develop inline images, and you can create an absolutely plain e-mail, and even modify the underlying HTML. If you wish to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

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 indicated to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I wanted to change backward and forward between numerous e-mails, I would intuitively be inclined open the very same automation in various tabs, then open the particular e-mails from each of those tabs.

How To Add An Attached Document In Active Campaign

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 modify your entire sequence. How To Add An Attached Document In Active Campaign. Contrast that with ConvertKit’s Series.

Once again, it would save me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – How To Add An Attached Document In Active Campaign. However picking an e-mail marketing platform is like picking a partner. ActiveCampaign makes up for it with their Message Variables, more robust automations, and advanced division. Speaking of division, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually limited segmentation choices.

You can integrate characteristics with an AND/OR operator, and you can blend and match those groups of qualities with another AND/OR operator. With MailChimp, you can only sector by AND/OR, nevertheless MailChimp’s Pro strategy enables more sophisticated segmenting, for an extra $199 a month. In my look for the ideal e-mail marketing platform, I saw many others, a few of which I’ve already discussed.

How To Add An Attached Document In Active Campaign

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are a lot easier to build, though they aren’t as flexible as ActiveCampaign’s, and their segmentations choices aren’t as sophisticated either. They likewise don’t have objective tracking, or Message Variables. MailChimp. You already know that I changed from MailChimp to ActiveCampaign.