Find ActiveCampaign Experts to Improve Your Marketing & Sales

We are thrilled to announce our first group of ActiveCampaign Certified Consultants is ready to help you improve your marketing & sales. This multi-talented group has partnered with us to provide ActiveCampaign users with:

  • Consulting services
  • Coaching services
  • Implementation services

They have an impressive range of experience and skills:

  • Programmers
  • Designers
  • Marketing strategists
  • Sales experts
  • Inbound marketing experts
  • Marketing automation experts
  • Email marketing experts

Whatever you need help with, there’s sure to be a consultant with that skill set and experience. To help you find the right person for the job, we’ve created a filterable directory so you can pinpoint consultants with experience with specific apps, skills, and in time zones you’re comfortable with.

I’m pleased to introduce our first group of ActiveCampaign Certified Consultants…

Alex King, Alex King Creative
A one stop shop for everything from design to marketing strategy & implementation


Andrew Page, Lead Generation Solutions
Outsource your SaaS marketing to an experienced, data-driven marketer.

Andriy Azarov, Nectar ACR
Inbound expert with email, automation, and CRM experience.

Atlas Global Solutions, Inc.
Salesforce and demand lead generation experts

Automation Agency
Save time by delegating your marketing automation

Barry Moore, The Active Marketer
A sales and marketing automation specialist focused on effective funnels

Bob Patterson, Wishlist Master
A Wishlist membership site & automation expert


Charl Coetzee
A results driven strategist and implementer


Cotswold Web Services
eCommerce marketing experts specializing in CRM & accounting integration


Emily Levy, Emily Levy Consulting
Making marketing & technology simple & easy


Evielyn Chapman, MAVN Digital
Business automation agency specializing in marketing, sales, and operations


Jason Henderson, Breakthrough Email Marketing
An email marketing authority with a proven history of results



Jason Beaton, AirTight Marketing
A versatile digital marketer with a technical background


Jason Rainbird, Flowbird, Ltd
A CRM and marketing automation agency


Jessica Brown, Automation Jungle
Outsource your marketing & automation


Jessica Maes, Maes Consulting Group
Transition from Infusionsoft to ActiveCampaign quickly and easily


Jorge Gasca, Three Steps Business
Creating experiences, planning journeys, and automating businesses.


Meredith Eisenberg, Big Bark Marketing
Automation for authors, speakers, coaches, and solopreneurs


Mike Catalano, SiteDragon
Everything you need to start and grow your business online


Nicolas Scalice, Earnworthy
An experienced inbound marketing consultant & growth hacker

Okisam
A full-service marketing firm specializing in marketing automation


Skip Shean, 16Wells
Outsource your marketing to an experienced expert

 

Ready to take your marketing & sales to the next level? Browse our directory of consultants today.

New Feature: Goals

You can now define goals for your automations. As goals are achieved, contacts will jump to other locations in your automation.

The goals you create can be used to begin other automations, send more targeted messages to your contacts, adjust contact and lead scores, and more.

For instance, you might have a series of emails motivating a contact to request a free consultation. You could create a goal that is “Appointment booked through Acuity Scheduling.”

When that goal is met, the contact can skip the rest of the marketing emails and jump deeper into the automation; beginning a new sequence of messages that helps the contact prepare for their consultation.

You might also create a goal for “Contact makes a purchase.” When that goal is achieved, your automation could immediately mark any open deals as won and begin a sequence of new customer onboarding emails:

 

Creating Goals…

You can find the Goal action under the “Conditions and Workflow” section of the automation actions menu.

When you add a goal action to an automation, you’ll be presented with a modal window that helps you set up the goal. You can give the goal a name and you’ll be prompted to specify the conditions that define the goal:

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You could use any condition in our segment builder to create a goal including:

  • Specific values in custom fields,
  • Visits to your site or the viewing of specific web pages,
  • Events you’ve defined such as a log in or product purchase,
  • Tags (or the absence of tags),
  • Any other contact data you’ve collected such as location.

By using “And” conditions, you can create multi-dimensional goals such as “If a contact has visited my pricing page AND they’ve submitted a form requesting our whitepaper AND their contact score is greater than 75.”

Using “Or” conditions, you can create goals triggered when one of many criteria are met. For instance, “When their deal score is over 60 OR their deal moves to the ‘Contract signed’ stage of the pipeline.”

Next, you’ll define whether the contact should jump to the goal from anywhere in the automation or only if the goal is below the contact’s position in the automation. “Below contact’s position” is a way to make the goal conditional. If they’ve already passed the goal in the workflow, they won’t trigger the goal (even if they match the conditions you’ve defined).

With this new action you’ll be able to consolidate and simplify your automations. Automations that previously would have to be split into parts can now be combined into a single automation. Automations that were only possible with multiple “If/Else” checks are easier to create.

The “Goal” Trigger

We’ve added the 18th way to begin an automation: the Goal trigger.

Now automations can begin when a goal is “achieved” or “skipped.” This trigger is useful for situations where the achievement of a goal begins a complicated, multi-step process. For instance, the achievement of a goal “Makes first purchase” might begin a series of automations with specific purposes.

 

Using Goals in the Segment Builder

There are now additional options for creating segments.

Four new conditions have been added to the segment builder under the “Actions” category:

  • Goal achieved – The contact met the conditions of the goal while going through the automation.
  • Goal not achieved – The contact exited the automation before meeting the conditions of the goal or they are still in the automation and have not yet met the conditions of the goal.
  • Goal skipped – The contact reached the goal but either skipped it or ended the automation (which depends on how you set up the goal).
  • Waiting on Goal – The contact is at the goal action, waiting until its conditions are met.

Goal conditions make it easy to:

  • Send to people who did (or did not) complete a particular goal,
  • Create a fork in an automation on the basis of whether a contact has completed a goal (so you can treat them differently),
  • Do an advanced search for contacts that did or did not complete a goal,
  • Use achieving (or not achieving) goals to distribute points in a lead or contact score.

The possibilities opened up by the addition of goals are endless. It’s a change that naturally shifts our mindset to where it should be: working toward specific, measurable results at each stage of our marketing and sales processes.

Now we are able to define the purpose of our marketing and sales processes and use the completion of those goals to measure our effectiveness, automatically pivot, and create modular workflows that automatically progress to working toward the next goal as the previous one is achieved.

Are you as excited about Goals as we are? Let me know how you’ll be using Goals in the comments section.

The ActiveCampaign Marketplace:
Prebuilt recipes to help automate your business

A couple weeks ago, we announced “recipes” — automation workflows you use as a starting point to build automated sales and marketing processes. It’s a huge time-saver and makes building automations easier than ever.

But, wouldn’t it be even better if you could:

  • Import a “done-for-you” follow-up sequence that’s created and optimized by an experienced marketing expert?
  • Leverage the same tested, proven automation workflows that the marketing automation authorities are using?
  • Get an automation built by the developer of an integration that fully leverages the features of both platforms so you don’t have to wonder if you’ve set it up right?

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Become an ActiveCampaign
Certified Consultant

Today we are opening up enrollment for the ActiveCampaign Certified Consultant program.

Certification is a way for business coaches and consultants to receive referrals from us when users ask for help outside the scope of services we provide.

Users who want help designing and implementing their marketing or sales strategy will have a way to be paired with coaches and consultants who are both credible and familiar with their specific marketing and sales platform’s capabilities.

If you see the ActiveCampaign Certified Consultant seal:

… you’ll know that consultant can assist you, not only with strategy, ideas, and advice, but with creating and implementing the campaigns inside of ActiveCampaign.

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New Videos, Case Studies,
Discussions, and More…

We’ve been hard at work creating resources to help you get even better results with ActiveCampaign. To that end, we’ve created case studies, usage scenarios, video walkthroughs, and we continue to have some fantastic collaboration going on in the ActiveCampaign Community. If you haven’t joined yet, I don’t know what you are waiting for… stop in and introduce yourself!

Walkthrough videos:

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Misc updates, new
integrations, and a preview…

Update: Use your account’s time zone in automations

It’s now possible to send email campaigns based on your account’s time zone. You can create “Wait until…” conditions so that email campaigns send to all contacts in the automation at the same time regardless of their individual time zones.

This is especially useful for events such as webinars. For instance, you can send messages such as, “The webinar starts in an hour,” to remind people your webinar will be starting soon.

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Announcing the ActiveCampaign Community

The ActiveCampaign Marketing Community

 

We are happy to announce the ActiveCampaign Community.

Online marketing can be confusing — the sheer amount of strategies, tools, and information can be overwhelming. We see our community as a place where you can connect with like-minded marketers who are facing similar challenges. It’s a supportive environment where we can all collaborate and help each other become better, more successful marketers.

In the community, you’ll find:
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9 ActiveCampaign Users Share Their #1 Tips

ActiveCampaign users and reviews

 

ActiveCampaign has been getting a decent amount of praise and attention lately. We thought we’d take the opportunity to highlight some of our favorite coverage and give these users a chance to share their ActiveCampaign tips with the community.

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The new email designer

A true drag and drop experience

Drag new content into your email, resize things dynamically, drag/drop to reorder items, and resize items with a live preview.

Add rows and columns with ease

You can now add new rows and columns by simply dragging new content to the edge of any existing content. Columns can be resized by simply dragging the column to your desired width.

Real time multi-user collaboration

See a full list of everyone who is currently viewing your email. Any changes will show up in real time (and highlighted briefly with the users color) so that you know what people are working on. Never lose work with our versioning/list of changes. Preview any previous save of the email and revert at any time.

Refined & automatic mobile optimizations

We take the email and perform hundreds of mobile optimizations. The logic we have developed takes into account all the various factors (formats, widths, images, etc..) to determine the intent of your email and will automatically make it mobile ready for a beautiful display on both desktops and mobile devices. This can be turned off from the settings screen of each email if you wish.

Image editing capabilities

We have full image editing capabilities including resizing, cropping (with preview), automatic image scaling (for large images), and an extensive array of photo optimization/tweaking tools.

New & improved content options

Add blocks of text, headers, images, videos, and live content from RSS feeds. Each content option has it’s own unique set of settings/capabilities and it’s own set of style options.

Some of our new content options include:

  • Buttons
  • Line breaks
  • Spacer
  • Social (coming soon)

New HTML based editor (For advanced users)

If you choose to use your own HTML you won’t be using our drag & drop designer. In this case you will have a new code editor with a live preview of your email (as you code) We have also added versioning/list of changes support to this mode along with multi-user detection to avoid situations where you could clash with another user.

Plenty more to come

While this is a massive update (replacing our old email designer) we are just getting started. You will soon find a new “social” block that you can add to your emails, a revamped ecommerce block type, many more new templates, and many more things (that we are not yet ready to announce)

Let us know what you think!

We would love to hear your feedback about these changes and the new email designer in general. Please comment with what you think!

Manage your tags

We just released a new way to manage your tags.  We have seen many users adopt tags over using lists and it has opened up some pretty interesting automation and segmentation options.  Until now there was no great way to manage them though.

To use the new tag manager simply head over to your contacts page and click the arrow where it says “Contact & Lead Scoring” to open the menu for other contacts options.  Click Tag Manager and you will be able to start managing your tags including:

  • Adding tags
  • Removing tags
  • Merging tags
  • Exploring tags

In the past the system removed any tags that existed (but were not used for any contacts)  That will no longer happen automatically.  A tag will be removed from the system only if you delete it.