You may already know what it means to be an ActiveCampaign customer (or you might be close!) but do you know what it means to be an ActiveCampaign Affiliate?

What is an ActiveCampaign Affiliate? It’s a type of Partner who earns a commission for successful referrals to ActiveCampaign. Affiliates are typically either content creators, consultants, and marketing agencies, to name a few.

When you sign up as an affiliate, we’ll provide you with a unique affiliate link that you can use to tell other people about ActiveCampaign. When someone clicks on your affiliate link and purchases an ActiveCampaign account, you’ll earn a commission.

Founder at Operations Ally Dr. Ada Barlatt and ActiveCampaign Affiliate Marketing Manager Erica Goldenberg sat down to talk about how being an ActiveCampaign affiliate helped to grow Operations Ally.

Ada is a Consultant. She sells her business services, and as part of that, she recommends ActiveCampaign. But she’s not responsible for the implementation, management, or billing of the account.

“ActiveCampaign’s affiliate program is really for people who want to be referring their audience to Active Campaign and they’re earning a commission in the process. They’re fans of ActiveCampaign,” says Erica.

Watch the webinar above or read the recap below to learn more about Ada’s experience as an ActiveCampaign affiliate – and how being one can help grow your business.

“The ActiveCampaign support options is what sealed the deal for me – When I looked at the price of the Plus plan and learned that it included one-on-one monthly support. I was SOLD.” Click To Tweet

How did you evaluate other platforms and decide on ActiveCampaign?

No one makes an important business decision on a whim without any research, and Ada was no exception. Before she ever became an affiliate, she had to make sure that ActiveCampaign was the right software fit for her business needs.

And there’s a process behind the decision that she now uses to promote ActiveCampaign as an Affiliate.

“I discovered ActiveCampaign when I set out to find the right email marketing tool for my business,” says Ada.

“At that time I was doing a lot of tech selection consulting and I had already developed a process for picking the right tech tools. So I used my free “Small Business Software Selection Guide.”

“There are 5 core categories that I always look to when picking software.”

  1. What are your short and long term goals?
  2. How does it integrate with your existing tools?
  3. What can you do when you don’t know what to do?
  4. How do you get set up?
  5. What’s this thing going to cost you?

1. What are your short and long term goals?

This category comes with a lot of self-evaluative questions:

  • Where are you now?
  • What are you selling?
  • What do you feel like you’re going to be offering in the future?
  • How might that change you?
  • Are you a one-person business?
  • Do you have a team that needs access?
  • Do you have freelancers that need access?

“Getting a good picture of how your business is now and how that might change in six months or a couple of years in the future, is really the starting point of any software conversation. And I definitely went through that when I was picking email marketing and marketing automation software and recommend how others can do this as well,” says Ada.

It’s not enough to simply say, “these are my needs, what exists to fill my immediate needs?” To make the most informed decision that will have the best long term impact, you need more context.

2. How does it integrate with your existing tools?

Your business might already have some processes that work for you using other software and tools. And you may not want to completely scrap what you have set up. Good news –– if you find the right software to complement your existing processes, you don’t have to!

One of the most important and often overlooked self-evaluations is how a potential new software integrates with your existing software.

One of the reasons Ada became such a big ActiveCampaign fan was the ability to easily integrate her business data and existing tools with ActiveCampaign.

“The fact that ActiveCampaign had a solid API meant that even if it didn’t do something natively, it could be connected with other tools. And there is a rich set of integrations available (which is growing all of the time)!” notes Ada.

Some tools don’t easily let you import and export your customer data and existing integrations, so this should be one of the first things that you look into when evaluating new software.

When you look at the tools you already use, ask yourself how they can work with any software you’re evaluating.

3. What can you do when you don’t know what to do?

AKA support. What are your support options with potential software?

Having multiple support options through various channels (phone, chat, video) is a huge benefit. When you feel like you have to figure out everything yourself, it’s too intimidating. Support is key.

“The ActiveCampaign support options is what sealed the deal for me – When I looked at the price of the Plus plan and learned that it included one-on-one monthly support. I was SOLD,” said Ada.

4. How do you get set up?

Setting up new software can be intimidating. And this ties into the idea of having a strongly built support system. Not just through a support team, but also through the resources that people can use to supplement the personal support your team also gives them.

One resource that ActiveCampaign has (which Ada favors) is the Getting Started checklist. Free data migration also helps create a frictionless customer experience.

  1. Getting Started checklist on AC website
  2. Free migration service was amazing, it goes back to the ease of getting data in and out

5. What’s this thing going to cost you?

Pricing is one of the first things that people think of when they look for a new service. It goes, “here’s my budget, these are the tools that fit in my budget. Now, what can these tools do for me?”

This is a common approach, but it’s not the right one.

Putting your thoughts about cost last is helpful because you get the context of what a service does for you lined up next to the price. And you can really understand the value of what this tool is bringing to you and how it’s going to impact your business.

“I find ActiveCampaign’s pricing to be great –– amazing value for money compared to other services.”

Pricing doesn’t just come down to what you can afford and what it’s going to cost you, but it’s also about how what you gain cuts your overall costs down. If you pay X amount for a service but also save X amount of hours, what does that translate to? It usually means a great long term benefit for your business.

Clocks tick down hours, not dollars, but from a business perspective, they are the same. A well-priced, valuable software can save you both in the long run.

Self-promotion – how do people find out about Operations Ally?

It’s a multi-pronged approach.

  • Online interviews/Webinars
  • Referral Partners
  • Social Media groups
  • Launch with ActiveCampaign
  • Free Opt-in Resources

Talking to people is a great way to make connections as well as share information about what Operations Ally does. Ada participates in many online interviews and webinars (like this one!) to make sure that she creates connections and shares useful information.

“I’ve liked being interviewed so much, I’m also rolling out an interview series so I can chat with ActiveCampaign users about their launches and automated sequences,” says Ada.

Ada also has a series of referral partners. She’s a member of networking groups that are great at helping people cross-refer and who all help people find the people that can really help them.

Ada is a member (and founder) of various social media groups. She searches for “ActiveCampaign” or “automation” or other business-related keywords and will then reach out to people based on search results. She doesn’t post much about herself, she waits to see what others post and then invites them to work with herself and with ActiveCampaign.

Ada not only talks to people in social media groups about ActiveCampaign and Operations Ally –– she created her own.

“I have a variety of shared free opt-in resources. Whenever it makes sense for me to share those resources – maybe as part of a webinar or to a referral partner or through any of those other places within the group – I do that as well. And it’s those opt-in resources that typically get people on my list,” says Ada.

Lastly, Ada has a solid follow up reminder automation in ActiveCampaign. Ada also helps clients map out their processes and apply the right tech tools to those (you can see an example here).

What do all of these self-promotion efforts have in common? They provide value –– right away.

Oftentimes people are hesitant to give too much without getting anything back in return. Between her own business and using ActiveCampaign, Ada strikes a good balance between helping people like herself and also using her experience to help grow her own business.

“Regardless of any business that people are in, there’s something that you can (and should) give to your audience. That’s just a small little nugget of value, whether that’s information or time or resource,” says Erica.

People who think profit first can miss out on a lot of business opportunities.

Recommending ActiveCampaign – how does this work?

To make the smartest recommendations of ActiveCampaign to people who can really benefit from it, Aada has narrowed it down on her website to 2 questions:

  1. Are you currently an ActiveCampaign user? If the answer is no, then it’s time for a conversation about ActiveCampaign and how it might work for your business, and that’s fantastic. I share with them the page that I’ve created that links my affiliate list. And that’s great. And then if a person says yes, then comes the second question…
  2. Have you already launched a product or service? Do you already have a process that you’ve created to sell your stuff? Depending on this answer, Ada has different services for people.

“Those are really the 2 questions to figure out really quickly what’s the best way for me to help you? And then from there, we’ll converse back and forth if it makes sense, and I think they’re a really good fit, we may have a conversation. I also have services that you can purchase right away,” says Ada.

What’s the strategy behind Ada’s strategy sessions?

The learning curve for any new software or service can be a quick way to ruin what could be a helpful resource for businesses. Things like Ada’s free strategy sessions can be a great way to alleviate her referral’s anxieties and get them started (and growing) sooner than later.

These sessions are a way for people to get a personalized take on what the tool can do for them.

“I do love Active Campaign. I want to connect it with people. I already work with my clients one-on-one for the most part, so it made a lot of sense to sit down and talk to me about ActiveCampaign through strategy sessions as well. I talk through the numerous ActiveCampaign features so that people can figure out what they really need and start using it quickly and efficiently,” says Ada.

To get people booked into strategy sessions for ActiveCampaign knowledge, Ada has a website page with an explanatory video of herself using ActiveCampaign as well as her affiliate code link where people can sign up for ActiveCampaign .

Ada’s affiliate link with a perk!

When people book through her affiliate code, they return to her website and they get a free one on one email automation strategy session with her (which normally costs extra).

“I spend the beginning time getting to know people. And then we’ll talk a lot about their business and what their goals are, what they’re selling, what they’re aiming to sell. And then I’ll really get in and I’ll share my screen, and I’ll go through the features of ActiveCampaign that I think they’ll really need.”

And then if people have a lot of existing contacts and are moving from one platform through from another. I’ll talk about migration. So it really depends on what their needs are there on this website. there is a list of all the potential things we could go over. But typically, in the first few minutes, we’ll narrow in on like three or four things that must be done now. And then we’ll go through from there.”

After that first meeting, Ada summarizes some of the key points and sends it to them with links. She includes all the ways that someone can work with her moving forward. Lastly, she uses a follow-up reminder automation to make sure she keeps in touch with everyone.

Lessons learned – what has Operations Ally learned through its experiences that can help other businesses?

Ada has been around for a while, has experienced a lot, and now has a few lessons to share with you.

  1. Don’t offer free meetings without Pre-Screening. “Through trial and error, I’ve learned that a qualification process is really important. Before you take up anyone’s time, you need to understand what the call is going to be about beforehand. Why are we going to meet and what are you hoping to get out of the conversation – these are important to know.”
  2. You don’t have to be like everyone else! “You can find what works for you. You can do things exactly your way.”
  3. Focus on your personal strengths, not just improving your weaknesses. “There is a lot of emphasis on this, and while that’s not bad, it’s not everything. Leaning on strengths makes a difference for business and for clients. It shifts how you promote yourself, what you offer clients, basically everything about your business.”
  4. It’s hard to do anything well, when you’re trying to do everything. “Niching can feel limiting, but it’s actually freeing. Experimenting through a niche in terms of levels was really helpful. It led me to focus on ActiveCampaign.”