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ACTIVECAMPAIGNSESSISON1

This document provides an agenda and overview for a marketing session on customer onboarding using ActiveCampaign. The session covers building basics like contacts, lists, tags, custom fields and segmentation. It demonstrates how to set up forms to capture lead information and import contacts. The goal is to help users organize contacts and use tools like automations and campaigns effectively. Attendees are encouraged to ask questions and use resources provided to apply their new skills.

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NICOLE LASCIERAS
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
12 views

ACTIVECAMPAIGNSESSISON1

This document provides an agenda and overview for a marketing session on customer onboarding using ActiveCampaign. The session covers building basics like contacts, lists, tags, custom fields and segmentation. It demonstrates how to set up forms to capture lead information and import contacts. The goal is to help users organize contacts and use tools like automations and campaigns effectively. Attendees are encouraged to ask questions and use resources provided to apply their new skills.

Uploaded by

NICOLE LASCIERAS
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Marketing Session #1

Say hello to our presenter! Kelsie Williams


Customer Onboarding Instructor
About me! Born and raised in Utah, you can
Ab catch me traveling as much as often, doing
yoga, and playing with all my fur babies! I am
passionate about helping others grow their
business and achieving new heights!
01 Building your Basics

02 Data Structure: Contacts

Today’s
03 Segmentation
Agenda
04 Forms

05 Resources & Next Steps


01 Come ready to learn

Don’t be afraid to ask questions


02
What in the chat

can you 03 Do your homework

do?! 04
Watch the recording to apply
your new skills

05 Get ready for your next session!


Our Example Business
● Industry - Fitness/Gym:
○ Classes, Personal Training, Challenges
● Uses ActiveCampaign features like:
○ Automations
○ Campaigns
○ Forms
○ Pages
○ CRM
● Integrates with MindBody for booking
classes

Tell us about your business!

Onboarding
Process before Software.

Onboarding
Building your Basics
Best Practice
Make sure to add your business address as you’re getting started! It is
a requirement for sending your first campaign. This address will
appear in your campaigns and automation emails, usually in the
footer, for recipients to see.

Onboarding
Site Tracking 101
(v) Site tracking provides insight into how contacts interact with your website.
This information is specific to an individual contact.

For example, if Tabitha goes to the classes / training page, we could see that
and send her an email about class offerings & how to schedule.

Site tracking only will work after a contact has been cookied through
ActiveCampaign.

Onboarding
How to cookie your contacts
Submitting an AC Form
● ActiveCampaign forms can trigger the cookie right
upon submission

Clicking on a link in a Campaign


● Using a button/link also known as a call-to-action to
send someone to your website

Onboarding
Let’s Demo: Settings!
Let’s Discuss Contacts!
Contacts: Lists, Tags, &
Custom Fields
Defining Contacts
A contact is defined by a unique email
address.

Each one of your contacts will always


be labeled with one of the following
contact statuses:

● Active
● Unconfirmed
● Unsubscribed
● Bounced
○ Hard bounce
○ Soft Bounce

Onboarding
Organizing your Contacts: Lists
Lists are the primary means of
broadly organizing your
contacts in the platform.

Unsure where to start? Ask


yourself what the main ways you
are communicating with your
contacts.

Marketing Best Practice: Use lists


to separate clients, package
offerings & contacts who may just
be subscribed to your newsletter!

Onboarding
Let’s demo: Lists
Organizing your Tags are badges for your contacts

Contacts: Tags that can frequently update based


on your contacts interactions with
your business. Think of tags as
sub-categories of your lists!

Tag Examples:

● Action: Clicked on your website


● Status: Engaged
● Information: VIPClient
● Interest: Challenges

Onboarding
Let’s demo: Tags
Organizing your Contacts: Custom Fields
Contact fields store data that is unique to each contact.

Standard Contact Fields Custom Contact Fields

● Name ● Number of classes


● Email address ● Package
● Phone number ● Last attended date
● Company name ● Types of Programs

Custom fields give you the flexibility to create fields for information you need across all
contacts.

Accelerated Onboarding
Let’s demo: Custom
Fields
Tying it all together

Lists Tags Custom Fields

Arranged by fundamental differences “Badges” for your contacts. The “DNA” of a contact, anything a
of communication Flexible; use for denoting status, contact fills out in a form will be a
interests, etc. field.
Best Practice: Fewer lists, think
broad means of communication! Best Practice: Use tags to Best Practice: Create custom
organize, start automations, & fields for info you want to
track specifics auto-populate in messages
Importing Contacts into ActiveCampaign
With the import tool, you can:

● Map columns in your file with fields in


your account
● Create new custom contact fields to
map a column to
● Import contacts to a list(s), apply a
tag(s) to the contacts
● Import contacts as Active,
Unsubscribed, or Excluded
Using our Implementation Services
● Update existing contacts while you can be a great option, too!
import

Onboarding
Let’s demo: Contacts
Segmentation
Segment to reach your perfect audience

Onboarding
Segment through Lists

Onboarding
Segment through Tags

Onboarding
Segment through Custom Fields

Onboarding
Let’s demo:
Segmentation
Forms
Where do I get started?
Use forms to capture
information

Use forms to capture information on


your website, make a great first
impression & start relationship building
with your new contacts!

Onboarding
How can I use Forms?

Booking a Downloadable Community


Session Class Meetups

Chat with a Contact Leaving a


Trainer Preferences Message

Onboarding
● Keep information requested short &
sweet
● Think about where your contacts are in
Best your process

Practices ● Configure confirmation opt-in


● Use AC forms as much as possible
● Consider your branding
● Use a URL redirect on submit
Let’s demo: Forms
What’s Next?
01 Lookout for your recording

Start building your


02 automations & campaigns

03 Please use the code LEARN for


50% off our Study Halls!
04 Register for a Workshop

05 Come back whenever you’d like!


Thank You for Attending!

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