CONVERSATIONS

How to get started with ActiveCampaign Conversations

Live chat and chatbots can reach your customers at the exact moment they’re looking at your website. Whether you use it for sales or customer support, ActiveCampaign Conversations lets you engage directly with your customers. This page shows you how to get started with ActiveCampaign Conversations.
conversations

How does Customer Experience Automation help you grow your business?

Reach & Engage

Every business wants new leads. And you want to reach the right people — the people who will become your best customers. Customer Experience Automation helps you reach & engage your audience, and attract the right people to your business.

Nurture & Educate

How do you show new leads the info they need? Use Customer Experience Automation to plan what details you would like to capture about your audience. Get to know them, then show them exactly what they want to see.

Convert & Close

There’s a moment when a lead is ready to become a customer. Do you know when it is? Customer Experience Automation helps you spot the most engaged leads and make them the offer that turns them into customers.

Support & Grow

How can you keep your customers coming back for more? Customer Experience Automation helps you keep customers around — and turn them into advocates that help grow your business.

Follow these steps to get started with Conversations

What’s the fastest way to get started with ActiveCampaign Conversations? Conversations can help you reach people right on your website. Follow these steps to learn how to use ActiveCampaign Conversations — and reach your customers exactly where they are.
1

Get the Conversations add-on for your ActiveCampaign account

ActiveCampaign Conversations is an ActiveCampaign add-on that plugs directly into your account. Once added to your website, you can interact with customers directly on your website — and even trigger automations based on your chats.

You’ll learn:

  • How Conversations connects to the rest of ActiveCampaign
  • How you can automate chats and follow-up to create better customer experiences
  • How to stay in touch on the go with the Conversations mobile app

Get Conversions

2

Add conversations to your website

You can use Conversations chat bots and live chat to collect contact information, qualify new leads, or speed up your customer support. But before you do any of that, you’ll have to add it to your website. The Conversations chat bot will help you obtain new contact information, similar to forms, but in a much more interactive way. There are many different ways you can use Conversations for your site.

When planning Conversations, think about:

  • What type of information you would like to include in your chatbot — Do you want to use Conversations for sales? Support? Write your chat bot automations to solve for the problems people are trying to solve
  • Pages of your website it will be most successful — Your homepage may be best for sales, while a support page asks customers what they are looking to solve
You’ll learn:
  • Where to access Conversations in your ActiveCampaign account
  • How to add Conversations to your website
  • What you need to set up your welcome message
Set up Conversations and start chatting on your site
3

Download the Conversations mobile app on iPhone or Android

The Conversations app is an effective way for you to take your business on the go. You can easily respond, look up contact information, and create new experiences for potential customers.

You’ll learn:

  • How to get the Conversations mobile app
  • How to respond to emails, complete chats, and look up information from your phone
Get the Conversations app for iPhone and Android
4

Learn how to reply to chats using the unified inbox

No matter how your customers reach out, you can follow up. The unified inbox lets you see and respond to all customer communications — across multiple chat windows or email chains. You can follow-up, and manage contact information or view agent conversations. You’ll learn:
  • How to navigate the unified inbox
  • How to see and respond to chats or emails
  • How to mark conversations as complete
5

Use a premade recipe to automate based on chats in Conversations

You can use Conversations to trigger automations. And if you aren’t sure how to get started, we’ve created pre-built, easy-to-use automation recipes that you can use to get started fast.

You’ll learn:

  • The 10+ pre-built automations you can use right away
  • How you can use Conversations to create automated customer experiences
Find a Conversations automation
Get inspired by segmentation

Frequently Asked Questions

Why would a company use conversational marketing?
Conversations is an online platform that lets you engage with your customers via chat and email. Through your website, you are able to start communicating with your visitors and contacts sooner. Capturing their information the moment they interact with your business is important in creating relationships and conversions.

Keep Learning

Get step-by-step instructions for every part of ActiveCampaign

If you’re looking for instructions on a specific area of the platform, find them here.

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Attend an event with ActiveCampaign

We want to connect with you! Learn directly from ActiveCampaign experts at the events below

Webinars and events

Content Marketing World 2021

CLEVELAND, OH & VIRTUAL EVENT SEP 28, 21

Localogy 2021: Conversational Commerce

HOLLYWOOD, CA SEP 20, 21

Dreamforce

SAN FRANCISCO, CA | VIRTUAL SEP 21, 21

CHIWITCON

VIRTUAL EVENT SEP 23, 21

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