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:

We have created short, fast-moving walkthrough videos for:

  • Contacts
    • Importing contacts
    • Creating a form
    • Tags & custom fields
    • Contact & lead scoring
      • Creating a score
      • Dynamic scoring
      • Leverage scores
    • Integrations
      • Integrating with Google Contacts
      • ActiveCampaign WordPress plugin
  • Campaigns
    • Overview of campaign types
    • Create a campaign & list segment
    • Campaign reporting overview
  • Automations
    • Create a “welcome email” automation
    • Testing your automation
  • Deals & CRM
    • Setting up your first pipeline
    • Add email to deals
    • Managing your workday
    • Automating your sales processes
  • Site Tracking
    • Setting up Site Tracking
    • Leveraging Site Tracking data

Is there a video tutorial that would be helpful to you? Let me know in the comments section and we’ll add it to our list.

Case studies:

How ApproveMe Uses ActiveCampaign to Generate 1,600% More Profit

What makes a product launch successful? Some products are runaway hits right out of the gate and other equally valuable ideas seem to fizzle and disappear. What’s the secret? In [this case study] you’ll learn exactly what ApproveMe did right pre-launch (it started with building a list…), how they managed their launch, and continued its momentum with some slick marketing automation surrounding users demoing their SaaS.


How Codal Differentiates in a Crowded Market

With so much noise, and so many marketing messages being sent constantly throughout the day, it’s easy to get overlooked. How do you stand out and get noticed when your competitors are offering similar solutions and putting out similar content? Being an established, qualified provider isn’t enough anymore. Codal, a full-service consultancy firm, is in one of today’s most crowded and cut-throat markets — software development.  See how Codal uses ActiveCampaign to hone and deliver its content marketing for maximum effectiveness and how they use the integrated email, automation, and sales CRM features to seamlessly move leads from marketing to one-to-one sales and achieve better results with alignment.


How SAGU Competes Against Larger Universities

Competing against companies with overwhelmingly bigger budgets and much better brand recognition can feel like a losing battle. See how SAGU leverages a relatively small marketing team and budget to attract students by appealing to a very specific demographic and then using marketing and sales automation to manage their leads, stay organized, and deliver targeted messages as the perfect time.


Would you like to be featured in a case study? We are always looking for examples of how our email marketing, marketing automation, or automated sales CRM features are helping businesses succeed. If you are interested, contact us at and tell us a little about your company and the results you’ve created with ActiveCampaign.


Usage scenarios:

  • Tips for resellers: Strategies and automations to get more reseller accounts
    If you are an [ActiveCampaign reseller] hunting for strategies to bring on more users, you’ll learn a lot from this tutorial on setting up automated campaigns from lead generation all the way through your sales pipeline.
  • Webinar business: Generate more leads in less time with automated webinars
    Webinars are popular because they work — they are engaging, visual, and have a high perceived value. But, they are a lot of work. This use case will help you automate as much as possible using GoToWebinar, Zapier, and ActiveCampaign.
  • Gym franchise – Grow customer base + automated customer onboarding
    This use case covers how a business can use forms to generate leads, email marketing to nurture those leads, and lead scoring to qualify those leads so that they know who to focus their attention on, and then automate the customer onboarding process.
  • Bootstrapped SaaS – Moving users from “free trial” to “paying customer”
    By feeding events into ActiveCampaign, you can create marketing that responds and adapts to the behavior of individual users. In this way, you can target groups of users with messages that help them want to upgrade to a paid plan.
  • Real estate company – Lead scoring to get more buyers
    Real estate companies, in particular, collect an enormous amount of leads but only a fraction of those leads will ever turn into sales. With lead scoring, a real estate business can identify those prospects that are ready to buy and move those still early in the buying cycle further along by sending them more homes along the lines of what they are looking for.
  • Stock photo business – Grow sales with marketing automation + SMS flash sales
    Using date-based email marketing, seasonal sales, and SMS flash sales to increase purchases.

Community discussions:

The community has turned into a great place for idea generation, automation sharing, and finding new tools. Here are some of the hottest topics from the past week:

  • What template did you use to create your digital marketing strategy?
    You know, one minute you’re reading great blog posts about remarketing using Google’s Smart Lists. Then next second you’re reading about AdRoll being better for remarketing because it can remarket to Google’s audiences AND Facebook audiences. I say, hmm, let’s just go with AdRoll so I create these remarketing campaigns on one platform instead of two. Then I see…  Continue reading
  • Do you use freelancers? If so, where do you find them?
    Where do we find credible, cost-effective, and helpful freelancers? Whether it’s a developer, copywriter, or designer, sometimes you need someone quick, or someone to bolster an ongoing long-term project, but how do you go about finding that person? Continue reading
  • How I got +201% new subscribers per day
    Hi everyone, I just wanted to share a quick result I recently had. I went from offering one lead magnet to offering 4 lead magnets on my website and my new subscribers per day doubled (I saw a +201% increase). I ensured that my lead magnets where very specific and their relative optin forms were placed on relevant pages (just one per page). Adding lead magnets may take some time, but it’s very well worth it. Continue reading
  • Where do you get your stock photography?
    Going beyond Death to Stock, where do you get your stock photography for your campaigns? With an ever-growing emphasis on fresh compelling creative imagery, it’s hard to keep things fresh. Where do you luck out? It’s really not luck, you say? Where do you get yours? This is the best repository I’ve found… Continue reading

Join in and start collaborating with ActiveCampaign users who are just as passionate as you about becoming great digital marketers and growing their business. Join now

Best of the blog:

In case you missed them, here’s a round up of some of the best recent blog posts:

One last thing… what content would help you? Please let me know in the comments section so we can create it for you.

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.


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.


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.


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


Use Marketing Automation to Gather and Improve Your Net Promoter Score℠

Rather than looking back at what happened, a Net Promoter Score ℠ (NPS®) is touted to be a predictive indicator of future growth. It’s claimed that companies with higher NPS’s will be more likely to experience organic growth than competitors with lower NPS as their more satisfied customers make repeat purchases and help spread the word about a great company with a great product.

While revenue is often considered the best indication of growth, it is a lagging metric and may not predict future growth at all. For instance, if your company is generating revenue with misleading marketing that creates disappointed customers, your growth will be short-lived as word spreads that you don’t deliver on your promises.


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.


25 Emails That Target Each Stage of the Customer Lifecycle

Each time you reach out to your contacts, you are able to turn their attention to you and your business. This isn’t to be taken lightly because you are taking their limited time and attention off important things in their life — their friends and family, work, and recreation.

Avoid a Tagging Crisis in One Hour


A tagging crisis creeps up on you.

It won’t happen suddenly or all at once. It will start with forgetting a single tag. You’ll figure it out soon enough and you’ll be lulled into a misleading sense of false security. “Everything is fine.”

It snowballs quickly from there… months after that, you’ll be beating your head against the desk. “What arcane code is this? Why would I create such ridiculous tags?”

You’ll become paranoid… contacts have tags you swear someone else put there.

Customize Your Email Subject with RSS Content

We just released a new feature that allows you to automatically populate the subject line of RSS email campaigns with an item from your feed.

You can use any tag that appears in your RSS feed loop as the subject line of your email. ActiveCampaign will grab the text used in the first post.

So, for instance, if your first post’s title is:

“Automations to Track and Engage Your Contacts”

… you could make your email’s subject line:


Automations to Track and Engage Your Contacts

Here’s another list of automation workflows you can import. For more information about our automation sharing feature and how it works, see this post.

A few of these were originally shared in our new ActiveCampaign community. We’ve got some great conversations going there so feel free to sign up and join in.