AC Course Presentation
AC Course Presentation
• Why AC?
• Most powerful marketing automation tool at this price point
• Advanced automations (if/else, goals, message variables, split tests)
• Tagging capabilities (advanced segmentation)
• Site & Event tracking (watch how people behave)
• Also offer CRM solution
• The Plan You’ll Need…
• Light or Pro
ActiveCampaign
• Marketing Automation Tool
• Email, Text Messages, 3rd Party Integrations (ringless voicemail, direct
mail, membership portals, etc.)
• Why AC?
• Most powerful marketing automation tool at this price point
• Advanced automations (if/else, goals, message variables, split tests)
• Tagging capabilities (advanced segmentation)
• Site & Event tracking (watch how people behave)
• Also offer CRM solution
• The Plan You’ll Need…
• Light or Pro
Tags
• Information You “Attach” To A Subscriber
• A Subscriber Can Have An Unlimited Number Of Tags
• Pros & Cons
• Subscribers Can Have The Same Tags
• Add And Remove Tags
• Opt-in, Purchase, Click, View, Open, in Automations, Manually,
etc.
• Tags Allow You To…
• Segment Subscribers
• Trigger Automations
• Example
Tagging Guide
• You Need A Plan!
• Create A Tracker
• Tag Categories / Naming Conventions
• PURCHASE: [product/service]
• LM: [lead magnet]
• INTEREST: [topic]
• LOOKED AT: [product/service/content]
• FUNNEL: [funnel name]
• ACTIVE (will use later on)
• Your own…
Lists
• Where Your Subscribers’ Contact Info Is Stored
• 2 Ways To Use Lists
• Many Lists – Use Lists To Segment
• AC Doesn’t Care How Many Lists You Have
• One List – Use Tags And Other Conditions To Segment
• My Recommendation!!!
Fields
• Information That Is Unique To That Subscriber
• Name
• Email
• Phone
• Address
Adding People To Your List
• AC Form Builder
• Import List
• Manually Add
• API & Plugins
• Shopping Cart Platforms, Opt-in Software, etc.
• Support & Google Search
• Zapier
Automation
• How You Send Correspondence AUTOMATICALLY
• Emails, Text Messages, Webhooks (Direct Mail, Ringless
Voicemail, etc.)
• Back-end Segmentation
• Keywords
• Triggers/Start – How an automation starts
• Actions – Various actions within the automations
• Ie. Send email, wait, if/else, add/remove tags, etc.
Basic Automation Strategy
• IMPORTANT!!!!!! Watch This Video Several
Times!
• “Message” Automations – Send
Correspondence
• ONLY These 4 Triggers: Tag is Added, Field Changes, Date
Based, “Start Automation” Function
• You only want 1 start trigger “for Message” Automations
• Why? If you have multiple start triggers, subscribers can enter the automation several
times… receiving the same emails they’ve already received!