Setup a two-way sync between ActiveCampaign and Salesforce (and other apps) using PieSync

It’s a wonderful time to be a digital marketer. Open APIs and an unprecedented emphasis on integration have made it so we can combine our favorite apps to create a super platform.

We might use Gmail to communicate with our clients, SalesForce to manage our sales process, and ActiveCampaign for our email marketing and marketing automation. We can patch together “best of breed” tools to build our ideal workflow.


5 landing page services with unique benefits

I wanted to compare the great landing page builders that integrate with ActiveCampaign, but I quickly ran into a problem — it was difficult to identify what made each of them unique.

I imagine it’s also challenging from a consumer’s standpoint — how do you pick a landing page solution when they offer very similar features? What are each company’s strengths? What unique capabilities do they offer?


We just added 6 new email templates

Free email templates

We’ve added six beautiful new email templates to your library. Of course, they are 100% mobile responsive.


Content Marketing Toolbox: 35 of the best tools for creating stellar content



As if we didn’t already have enough to do, “content creator” has been added to the list of hats we must wear as online marketers.

It’s a really big hat, too. Content marketing encompasses so much more than just writing— SEO, graphic design, project management, lead capture, video editing, and social media— all come into play as we go about creating and distributing promotional content.

Thankfully, there are fantastic tools out there to help you create the best content possible, make your life easier throughout the process, and maximize the promotional value you get from your content.

These are some of the “best of breed” online tools you can use to improve your content marketing:

Targeting your marketing – Part 1: Advanced personalization

Strategies for targeting your marketing

In 2014, 86% of revenue came from email campaigns that used advanced tactics (not broadcast emails).

— DMA UK’s National Client Email Report – 2015

Our improved ability to target individual contacts might be the most important advancement in email marketing services since the autoresponder was introduced over a decade ago. The old marketing adage, “Get the right message to the right contact at the right time,” has never been easier to achieve.

Targeting is a proven path to better results. The closer your marketing message aligns with the needs and interests of your contacts, the more effective it becomes.


7 steps to create your best automated follow up sequence

Create your best automated marketing sequence

Download an infographic summary of this post


Are you using the best
automated follow up strategy?

Whether you are in the process of creating your first follow-up sequence, or you’ve been at this for years, your follow up sequence should be the result of a well-defined plan for achieving the results that matter to your business. tweet this

Instead, our follow up is often created on a whim or pieced together bit by bit over time to fill in gaps… this piecemeal evolution means our sequences probably aren’t the product of a well-considered, overarching strategy designed to produce the best results.

What’s more, a lot has changed since you created those sequences… powerful new marketing tools have been introduced, you’ve gained valuable insights about your customers, your product line has transformed, and you’ve learned more about effective online marketing.

This post on re-envisioning your follow up is a chance to implement everything you haven’t gotten to, but should.


New feature: Easily share automations

We are happy to announce an exciting new feature: you can now share automations between accounts with a link. This makes moving automations between accounts fast and easy and opens up all kinds of possibilities for collaboration.


Here’s how it works…

If you visit the “Automations” page and click the down arrow to the right of an automation, you’ll see a new “Share” option. Clicking it will generate a short link. Any ActiveCampaign user you share this link with will be able to import the automation.



Importing shared automations

If you have a link you can import the automation by going to the “Automation” page, clicking “New Automation,” and then clicking the new “Or import an automation” option.



When you import an automation ActiveCampaign will guide you through the process of updating any settings that are specific to your account. For instance, you might be asked which contact you want notified of new leads or which stage of a pipeline a contact should be moved to after opening an email — it depends on what that particular automation does. If you are interrupted or quit for whatever reason, the import process will be paused and can be resumed at any time by clicking into the automation again.

Basically, it works the way you’d want and expect it to work. It’s an excellent implementation (great job, Alex!).


You could use automation sharing to:

Move automations and messages between accounts. If you have more than one account, it’s now quick and easy to transfer automations (and email or text messages) between them.

Preview automations. If you visit the sharing link in your browser you’ll see a preview of the automation so the link itself is a convenient way to show someone what you are working on.

Create templates for frequently used automations. If you find yourself creating the same automations over and over, you can store a template as a link and build on top of it as needed.

Back up your automations. The automation is stored outside your account so, as long as you have the link, you can easily import it again at any time. This is a great way to save versions of an automation if you want to alter a complex automation without losing the original.

Create a product by bundling useful automations. Automations are essentially custom scripts with very high value applications. If you have some particularly effective automations you could bundle them together and sell them. Proven follow up sequences for new leads and new customer sequences that encourage repeat business and referrals will always be in high demand.

Use them to promote. If you are an ActiveCampaign affiliate, you can grow your list by offering free automations as an opt-in incentive or as a reward for purchasing through your affiliate link. You can build credibility as an expert and create goodwill in the small business community by sharing business building and time saving automations for free on your blog or social media accounts.

Create additional value for your accounts. Resellers in our partner program can offer lists of automations to differentiate their offering from other resellers and create additional value for their customers.


A few things you should know:

Only the automation itself (and any messages it uses) will be shared. Campaigns, lists, scores, deals, pipelines, events, and whitelisted domains will not be shared. If they are referred to within an automation, the user who is importing the automation will be prompted for updated settings. To be clear, any campaigns that aren’t used within the automation will not be shared. If those outside campaigns are referenced, for instance if the automation checks to see if a contact has opened an outside campaign, that email will not be imported and the wizard will prompt you to choose which email it should check for opens.

The automation will be shared as it exists when you click “Share.” Any alterations made after you create the link will not be included. To share an updated version, you’d need to create a new link.

Be sure to save the link from the window that appears after you click “Share” (the link isn’t accessible anywhere else).


Other improvements in this release:

In addition to the sharing feature, you’ll notice some nice design improvements on the automation overview page, including better automation preview and a more streamlined menu, making it more visually consistent with the new email builder. Also, automation folders are now called “labels.”

We look forward to seeing how this feature is used by the ActiveCampaign community (we’ve got some very exciting plans for it ourselves.)

Feel free to post an automation link for your fellow ActiveCampaign users in the comments… let’s start sharing!

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!

Improved automation work flow designer & new actions/conditions

A new “Go To” action

You can now add a “go to” action that will bring them to any other action in the automation. Move to another side of an if/else, move above the current node without if/else’s being used, etc..


Set a time limit for “wait until” conditionals

This is a nice one… When you specify a conditional wait you can set a max period of time for it to “wait” for. If the max time is used up and the person still isn’t matching it would continue.


A new way to explore and drag/drop actions

You can now click the (+) or drag an action from the side bar. The sidebar allows you to search all possible actions as well.


The ability to not have any “start” triggers

We now have an option for creating automations that only start manually or from other automations.


Zoom in and out of your work flow

As people create larger and more complex work flows we have found the ability to zoom in and out to be quite helpful.


How to get these updates

We will start slowly rolling this out early next week.  We have much more planned (and already in the works) so be sure to keep letting us know what you think!

Automatically distribute your new leads/deals

We just released the ability to automatically assign new deals. In the past you had to always choose someone to assign the deal to when adding from the app, interface, or an automation. Now you can choose “Auto” and let the platform decide who should get each lead.

You have two options for automatic deal distribution:

  • Round robin
    Will evenly distribute deals in a round robin manner
  • Distributed based on value
    Will use a combination of round robin and deal value to ensure that everyone gets about the same amount of “value” over time.  So if User A gets assigned a deal valued at 100k and the next two deals are 50k, then User B would get both of those deals valued at 50k.