Create Forms that Convert with
Our New Form Builder

We’ve completely rebuilt our form builder. Now, you’ll be able to easily create a variety of beautiful forms:

We’ll be rolling this update out slowly over the next few weeks. If you’d like to have your account upgraded immediately, email our support team and let them know you want your account upgraded with the form builder release.

Using the new form builder

After your account is upgraded, you’ll notice a new “Forms” tab in the top menu. Clicking “New Form” will bring up a modal window:

You’ll be able to choose from four “tried and true” display types:

Appears within the content of your website. This would be the form type you might use for a landing page or a “contact us” form. This type of form is available to all account tiers.

Appears as a persistent strip at the top or bottom of the webpage.*

Appears in the corner of the browser window.* It’s noticeable, but doesn’t cover much content.

Appears in the center of the browser window and creates a new layer on top of the page and slightly dims the background so the form stands out.*

* Floating Bar, Floating Box, and Pop-up Forms are a Plus & Enterprise plan feature. 

Built-in automation

When your form is submitted, you can immediately perform automated actions:

  • Add a Tag – Tag contacts to track their lead source, identify their interests for targeted follow-up, and keep your list organized.
  • Add to Deal – Begin your sales process immediately by creating a new deal and adding it to any stage of any pipeline.
  • Email Results – Notify members of your team by email when a new lead is available.
  • Subscribe to List – Add a contact to multiple lists simultaneously.

After clicking the “Create” button, you’ll be redirected to the form builder itself.

 

Customizing your form

Fields

With the inline form, you can drag and drop fields into the form. You’ll be able to add default fields and any custom fields you’ve created.

You can also insert HTML code, images, and header text, so you’ll be able to add whatever content you need into the form.

We are also offering CAPTCHA, a list selector, and subscribe/unsubscribe options so you’ll be able to design a complete list preferences form:

You’ll also be able to create custom fields from within the form builder by clicking “Add New Field.”

Text

Here you’ll be able to define the button text and “Thank You” message.

Style

Here you’ll have a plethora of options for changing the look and feel of your form. You’ll have the flexibility to precisely match your website or create a form that stands out with bright, complimentary colors.

We give you many formatting options built-in, but for unlimited flexibility, you’re also able to use CSS. After clicking the “Inspector” button, you can click on the element of the form you’d like to customize and add CSS code.

Options

You’ll be able to choose whether the form displays a “Thank you” message or redirects them to a URL after it is submitted.

Here you’ll have another opportunity to change or add to the actions that are triggered when the form is submitted.

If you are creating a Modal, Floating Box, or Floating Bar form, you’ll have the option to define when that form should appear. You can have it always show, show once and then hide, or hide after they’ve interacted with it (submitted it or closed it).

You’ll also be able to choose the forms appearance effect:

Slide in effect:

 

Fade in effect:

 

The Show Delay allows you to choose at what point the form is displayed to your visitors. Rather than having the form appear as soon as they visit the page, you can have it appear after reading a portion of the page’s content. Oftentimes this will improve your conversion rate because visitors are given the chance to see that your site provides value before being presented with a decision on whether they want to join your list.

When you have your form the way you want, click “Integrate” in the upper right-hand corner and you’ll be presented with a number of integration options.

The Simple Embed option is a single line of Javascript code and the Full Embed gives you the complete code. Either of these can be pasted into your website to add the form.

The advantage of the Simple Embed is that any changes you make to the form will automatically be reflected in the form on your site without having to update the code.

Here you also have the option to get a link to a hosted version of your form, set up the WordPress plugin, or install the form on your Facebook page.

 

Other updates in this release

You’ll notice we’ve also redesigned the Lists page and our custom field editor to be more clear and consistent with the rest of our platform.

We’ve also moved the Apps directory, which was accessible from the main navigation, into the account options menu:

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Again, we will be rolling this update out slowly over the next few weeks. To have your account updated, email us at: help@activecampaign.com.

If you have any questions about this update, or how the new form builder works, please leave a comment below.

Segment By Page Views
With Partial Matches

A few months ago, we made it so that you could use wildcard URLs to trigger automations.

Today, we’ve rolled out a similar update allowing you to use partial matches to create segments.

This makes segmentation based on page view data much more flexible and gives you additional options for defining segments.

You can now:

  • Do advanced searches using page views,
  • Create groups of contacts based on their page view history,
  • Create conditions within automations based on page views, and
  • Specify which contacts can enter an automation based on the pages they’ve viewed,

… without having to specify the exact URL or domain name.

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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.

You’ll be able to get help with the design and execution of a unique marketing and sales strategy tailored to your business.

Consultants will benefit from:

  • Certified consultants will be listed in a directory on our website. When users ask our customer support team for help beyond our scope of services, we’ll refer them to our consultants.
  • Having another qualification to differentiate you from competing service providers.
  • Higher commissions for referring customers to us (25% for monthly plans and 30% for yearly plans).
  • Establishing a more formal relationship with ActiveCampaign — we see our consultants as an important part of our ecosystem of resources. Our consultants can help our users with projects that are too involved for us to assist with.
  • A commission structure, that never changes. Ever. If you are willing to build your business around our platform, we’ll respect that investment by never changing the terms of our relationship.
  • Display an “ActiveCampaign Certified Consultant” badge indicating they are expert-level ActiveCampaign users qualified to teach and implement marketing & sales strategy.
  • Not having to meet mandatory minimum sales quotas. This program is about providing as much value as possible for our users, not a money grab for us.

If you are already an ActiveCampaign referral or reseller partner, you’ll want to go through the certification course to indicate that you are a value-adding provider with a formal relationship with ActiveCampaign.

The certification process

The first training is a two-day webinar on February 15th & 16th from 11 am to 5 pm CT. To be included in this round of training, you’ll need to apply by February 1st. The emphasis throughout the training will be on providing as much value as possible to our users in a consulting role— it is not an advanced email marketing and marketing automation course as most people going through the training will already be experts.

To apply, visit our Certified Consultant webpage and fill out the application form. After your application is approved, we’ll send you the dates of upcoming live training.

After the live training event, you’ll schedule a one-on-one web conference. This will be an informal, ~ 30 min exchange where we’ll get to know you, your business, and your background. We’ll ask you:

  • To find specific features and what they are used for,
  • We’ll give you a hypothetical scenario and ask you to demonstrate how to address it,
  • Set up specific types of campaigns and automations,
  • Questions about effective marketing and sales techniques.

We feel this is the best way to demonstrate your knowledge of ActiveCampaign (versus a questionnaire). We won’t be asking any “gotcha” questions, and a study guide will be provided in advance. If you attended the webinar event and are familiar with everything on the study guide, you’ll be fine.

If you have any questions about the certification process, please leave a comment.

Here’s the link to get started and learn more about the program.

6 Inbound Marketing Experts Reveal the 6 Enduring Keys to List Building



Every marketing blog has a post on list building so when I started this post I knew it would have to be extraordinary to stand out.

So, I contacted a “dream team” of inbound marketing experts and companies known for their innovative list building:

I asked these experts to reveal their latest and greatest list building and opt-in conversion strategies, and provide the data.

The topic was “List Building: What’s Working Right Now.” The focus was on revealing the list-building tactics and opt-in optimizations that are working best at this exact moment, in January 2016.

That’s still what this post is, but not really.

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A Holiday Gift:
8 More Automations You Can Import

To celebrate the holidays, we are sharing another batch of automation workflows to grow your business, engage your following, and save your valuable time…

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Track Contact Data Once & Share
It With Your Entire Marketing Stack

Who are your contacts and what are they doing?

The answer to this question is the key that unlocks great marketing campaigns — the kind that convert while forging loyal relationships with your contacts.

I like how Relevance put it in a recent Tweet:

“Just like with dating, the more you get to know a customer,
the better your chances of a long term relationship.”

It’s not an easy question though because our contact information is fractured among specialized apps we’ve “stacked:”

  • ActiveCampaign knows what’s going on with deals and marketing campaigns,
  • Google Analytics knows what goals they’ve completed, and
  • Shopify knows what items they’ve purchased.

It’s almost impossible to get a complete picture of a contact when pockets of data are isolated and spread out this way.

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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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Automatically Create Unique Deal
Titles Using Personalization Tags

What changed?

You can now use personalization tags in the titles of your deals so that when deals are automatically created, they can have unique names. You could insert the name of the contact, the company they are associated with, or any custom field you’ve created.

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New: Custom HTML in Designer Templates

You asked, and we listened…

It’s now possible to add HTML blocks to your designer emails! This update gives you more control over your email’s appearance and functionality making our designer templates even more flexible.

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Feature Update: Trigger Automations
on Page Visits Using Wildcards

What changed…

You can now trigger automations using wildcard URLs. This opens up the range of web pages the “On webpage visit” trigger is capable of handling and makes it much easier to use with groups of pages.

image

This is a more subtle change than some of our releases but, for the people who need it, it makes all the difference.

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