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.


Anne Headen

Anne is a virtual support professional. She specializes in handling launches and getting clients set up with functional WordPress-based websites.

She came to ActiveCampaign from Mailchimp and was blown away by all the additional marketing automation features she gained. In fact, she immediately switched some of her clients over.

When I asked her why someone should choose ActiveCampaign over another solution, she said, “ActiveCampaign will take your email marketing to the next level with automations, tagging and segmenting. It’s incredibly feature rich and I’m just scratching the surface of what it can do. It’s also a fraction of the cost of Infusionsoft and way more powerful than Mailchimp or Aweber.”

Anne has a fantastic video overview of creating a marketing automation in ActiveCampaign on her website.

#1 ActiveCampaign tip:

“My top tip if you’re new to ActiveCampaign is to sit down, brainstorm and plan how you will use the tagging feature before you start off the cuff tagging. Otherwise you’ll soon get in a mess!

Create a framework and set up a Google form/spreadsheet listing tag type i.e. [lead magnet], abbreviation to use [LM] and purpose. Next create a second sheet with all your tags and descriptions so you can remember what each tag is for – share it with your team so they’re all working to the same system.”

Anne was kind enough to share her tag framework spreadsheet with us and has a video on this topic she will release on her blog in a few weeks.



Rob Sobers

Rob is the creator of the SaaS app Munchkin Report and the author of “Learn Ruby the Hard Way.” As he’s promoted his various endeavors, he’s become an experienced online marketer familiar with many platforms.

On ActiveCampaign, he says, “The UX is better than any marketing automation platform I’ve ever used (and I’ve used lots of them!). Specifically the workflow tool is just perfect– the visual flowchart UI helps you see all the different branches of your workflow and makes it easy for everyone on the team to understand the marketing funnel.”

Rob has a great post detailing his “$9 Marketing Stack” that is worth checking out.

#1 ActiveCampaign tip:

“Spend some time thinking about the most important behaviors your users can take on your site (and in your app, if you’re a SaaS company) and map them out in a spreadsheet. Once you’re happy with them, start sending those events into ActiveCampaign via Segment or directly via the ActiveCampaign event tracking API.”



Ian Brodie

Ian specializes in helping consultants, coaches, and professionals get more clients. He hosts several podcasts and wrote the highly-rated Amazon bestseller, “Email Persuasion.” When it comes to effective email marketing, he literally wrote the book on it.

One of the major reasons Ian recommends ActiveCampaign over other solutions is how the pricing works. For instance, at 5,000 contacts with unlimited sending, ActiveCampaign is $45. Infusionsoft with 5,000 contacts and a 25,000/month cap on emails is $299. 25,000 emails might sound like a lot, but it’s really only 5 campaigns a month — far less than you’d need for effective email marketing.

#1 ActiveCampaign tip:

“There’s a lot of power “under the hood” so take things step by step and get to know how the system works. Set up basic funnels and automations and monitor your contacts closely to see how things work.”



Chris L. Davis

Chris is the head of marketing automation at LeadPages. He blogs about marketing automation on his site, AutomationBridge.com. He’s a power user of all the major marketing automation platforms, Infusionsoft, Ontraport, and ActiveCampaign, so we consider his positive comments about our platform high praise.

His favorite thing about AcitveCampaign is its functionality. “With a little bit of creativity you can pull off practically any type of automation you need. It packs a punch but won’t hurt your wallet ;)”

#1 ActiveCampaign tip:

“My #1 tip would be to Install web analytics (Site Tracking) ASAP. It’s priceless being able to tie web activity to your contact database.”



Jeremey Dawes

Jeremy could see the benefits of marketing automation the moment he heard about them while looking into Infusionsoft. He was sure being able to trigger messages automatically, in response to contact behavior, was going to save him time and allow him to make a more profitable business.

It turned out that he was spending too much time dealing with the platform and felt that, while the concept of marketing automation was worthwhile, there must be a better option. He found ActiveCampaign randomly, but describes that experience as a “breath of fresh air.”

He was most impressed by how clear and useable the automation builder was. You can read his comparison of Infusionsoft and ActiveCampaign on his website as well as an updated overview of ActiveCampaign.

#1 ActiveCampaign tip:

“Draft a few sample pre sales sequence emails before doing any process setup so that you have them ready to drop in to the email templates and get a quick motivating win in ActiveCampaign. If you are stuck for content then subscribe to some competitors mailing lists to get ideas.”



Africa Archield

Africa is known for her infectious enthusiasm and business savvy. She has a very thorough video review on her website.

Since switching to ActiveCampaign, she has built automations that have created a 28% increase in her list engagement by “engaging individual list members exactly where they are.” Rather than sending just timed messages, she is able to trigger emails based on webpage visits and link clicks within other emails so her marketing “responds” to her contact’s behavior.

She says, “I’ve had people on my list email me asking how I was able to be so in the moment with them. They are surprised and relieved when I share my big secret – ActiveCampaign – because they know they can provide the same customer centered experience for their list.”

#1 ActiveCampaign tip:

Do a simple three to five email automation for people who are new to your list. It will get you use to using automation and increase your know-like-trust factor with your new tribe members.”



Ellory Wells

Ellory helps people create online businesses from their existing skills. He’s a huge proponent of email marketing over other channels (such as social media) and has experience with a lot of the major email marketing and marketing automation tools on the market.

He helps familiarize people with the tools and technology they will need to start a successful business so we are honored that he picked ActiveCampaign as the number one email marketing and marketing automation tool.

He credits his transition to ActiveCampaign as causing the moment when subscriber flow, segmentation, and auto responders all “made sense” to him. He could see clearly how everything worked together to create more effective marketing. He says that’s important because when those concepts make sense “to the blogger / business owner they will make more sense to the people going through the automation. ActiveCampaign makes that easier than almost everyone else.”

#1 ActiveCampaign tip:

“One tip that I would have for new ActiveCampaign users is to get into the automation series and play around and see what’s possible. I think people will be really amazed. I would tell them to get creative because the only limitation that I have found is what I can imagine.

After using ActiveCampaign, subscriber flow, segmentation, and autoresponders now make more sense to me. And once they make sense to the blogger / business owner they will make more sense to the people going through the automation. ActiveCampaign makes that easier than almost everyone else.”



Carl Taylor

Carl runs an automated marketing agency that handles a wide variety of technical and design tasks for clients. He had heard of ActiveCampaign but didn’t bother giving it a try until a friend called him up saying, “Dude, you’ve got to check out ActiveCampaign its amazing.” With that, he signed up for a free trial. He has since switched his agency and many of his clients over to ActiveCampaign.

Coming from Ontraport (OfficeAutoPilot), he was impressed by the features ActiveCampaign offered for the price. He also appreciates how the platform focuses on deep integration with third-party solutions, for things like landing pages and e-commerce, rather than forcing half-baked solutions on users.

You can read his great review, “Why I’m Moving to ActiveCampaign… and you should too,” here.

#1 ActiveCampaign tip:

“Get clear on how you plan to use lists, will you use 1 list and just use tags. Or will you create lists like Nurture, Clients, Prospects etc.. as a higher level segmentation method.”



Justin Brooke

Justin is the “Traffic Guy.” He owns IMScalable, a media buying firm. He came to ActiveCampaign from Hubspot.

Justin was impressed by the marketing automation and email marketing features ActiveCampaign offers at such a low price. He described it as, “just as good at a fraction of the price.”

When it comes to specific features, Justin is most impressed with our automation workflow. “When you combine the automations with site tracking enabled, you’re able to create very powerful marketing. For example, an automated email offering a discount for a product that someone was looking at on your website 24 hours ago. That level of marketing power was once only held by the Amazon.com’s of the world. Now, with ActiveCampaign we can all have that kind of precise marketing power.”

#1 ActiveCampaign tip:

“If you’re new to ActiveCampaign and you don’t have this setup, do it immediately. Create an automation that starts when anyone subscribes to any list. Then have it wait for 30 days and check to see if they HAVE NOT opened or clicked any emails. If they HAVE NOT then tag them as inactive. From here you can do all kinds of campaigns to re-engage them, but first identify and tag them. That’s crucial.

Second, make sure you have lead scoring setup to give 5 point to anyone who opens an email and 10 points if they click a link. Now create an automation the starts when anyone subscribes to a list and waits 30 days. After 30 days have check to see what their lead score is and anyone with 50 or more points is tagged as a VIP.

Do these two simple automations and you can now easily target your best and worst leads. Everyone should have that setup. In fact I wish those two automations came already setup when you sign up.”


If you’d like to be highlighted in a future post, please send me a link to your article that discusses us. We are always interested in hearing how our users leverage ActiveCampaign to improve their marketing. 

Behavioral Targeting: Site Tracking and Marketing Automation

Site Tracking ties your contact’s behavior on your website together with ActiveCampaign so your marketing and sales processes can react and adapt in real-time to the behavior of individual contacts. If you aren’t using it, I hope this post motivates you to get it set up. There are so many useful things you can do with it.

This isn’t a new feature, but it’s so powerful, with so many potential applications, I thought you might appreciate an in-depth discussion, and some specific examples, of how it can be used to improve your marketing.


New feature: “Text only” emails in automations

In response to a request from one of our users, we are releasing a new feature: “text only” emails can now be sent within automations and other campaign types.

You’ve always been able to send “text only” emails, by creating a single one-time “Text Only” campaign, and now you can use “text only” messages with:

  • Autoresponders
  • RSS to email
  • Date based campaigns
  • Automations


New feature: Hide on mobile

Optimizing emails for mobile has quickly gone from important to essential. Today, far more emails are read on mobile than desktop or webmail clients:

Emails opened by environment
Source: Litmus, July 2015

We’ve been creating mobile responsive email templates for a while and we’ve just taken our mobile optimization even further with a new feature: “Hide on mobile.”


A simple marketing automation trick that improves your content marketing

Picking topics for your content can feel like guesswork… you think you’ve got a good topic your target market will probably be interested in.

Sometimes you get lucky and a piece gets tons of shares creating a tidal wave of traffic. But when the dust settles you don’t have any more leads or sales.

And then, there’s that other problem… you painstakingly craft something wonderful, something you are sure people will love. But, then, nothing. No shares, very little traffic, and not a single comment.


6 useful automations you can import right now

After reviewing our blog comments, I saw many of you want us to share pre-built automation workflows.

Here are six of my personal favorites…


6 ways marketing automation can improve your website’s conversion rate


Are you frustrated by your website’s low conversion rate?

You’ve already optimized your sales copy, updated your design, and tested for usability.

No matter what you do, your conversion rate remains lower than your industry average, and you’ve got a sneaking suspicion your closest competitors are doing much better (judging by what they can afford to spend on Adwords).

What else can you do?


Targeting Your Marketing: Advanced Segmentation

Segment your list for better email marketing


The emails you do not send are more important than the ones you send.

If you email the wrong people, your deliverability will plummet. The people you want to reach, the contacts who want to hear from you and are ready to buy, will never even know you emailed them.

If your email isn’t engaging people, the algorithms assume it is unwanted so it’s filtered away from the inbox.


Create an effective lead scoring system in 7 steps

Lead scoring solves an important problem… it keeps your sales team focused on only your best opportunities, so they aren’t wasting time on dead end leads.

A good lead scoring model can help you prioritize leads by:

how likely they are to purchase,
purchase size, and
purchase timeframe

… so your sales team is always focused on the hottest, biggest prospects.


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.