how to use active campaign

How to use ActiveCampaign?

By: Karen R. Madriñan

ActiveCampaign???

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What is it for???

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Do you want to learn?

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Open your internet browser

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In your browser, type “activecampaign”

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Click the “ActiveCampaign”

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Or you can type www.activecampaign.com in the URL

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You will be directed here

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Let’s try it for free

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Click “Try it for free”

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You can fill up the form

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Click “Create Account”

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Welcome page will display

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Set your password

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Fill up the form

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Click “Get Started”

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Your dashboard will display

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Let’s explore the dashboard

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This is the Home button

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Contacts button

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Click “Campaigns”

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Pop up screen will appear

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Click “Create A New Campaign”

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You need to create a list first

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This is the List Menu

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This is the Automations Menu

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This is the Deals Menu

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The Forms Menu

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The Reports Menu

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The Search Button

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And Your Settings Menu

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To get started

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Follow these procedure…

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First Create a List

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Click “Create a List”

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Fill up the pop-up screen

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Click “Create List”

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Your list was added

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Second, click “Import Contacts”

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You can import from your files

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Or connect with your social media contacts

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In this tutorial, we will be using other services to connect

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Click “Google Contacts”

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This screen will display

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Click “Next”

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Fill up the account

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Click “Next”

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Type your account password

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Click “Sign in”

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Terms and conditions will display

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Then click “Allow”

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This screen will display

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Click your list

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Click “Next”

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This screen will appear

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Click “Next”

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Click “Close”

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Third, click “Create Campaign”

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Type your Campaign name

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Select your campaign type

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Click “Next”

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Select list

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Click “Next”

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You will be directed to different campaign templates

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Hover your mouse to select the template

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You can preview the template before using the design

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Preview screen will appear

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Or just click “Use This Design”

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Fill up the pop-up screen

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Click “Continue”

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This will display

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Type your welcome paragraph

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Click “Next”

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Fill up your campaign summary

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Click “Save & Exit”

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Your campaign is added

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Under Automations, click “+ New Automation”

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You can import your automation

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Click “Recommended”, then select your recipe

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Click “Create”

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Guide screen will pop-up

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This will appear after clicking “get started”

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Click “Next”

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This will be your automation

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Type in to “Edit This Action”

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Click the “Active”

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Your automation is active

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Click to create a form

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Click “Create a New Form”

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Type Name, select form then click “Create”

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Type in your Header

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Click “Integrate”

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Copy the embed code the paste in your website

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This will display in your website

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Click “Save & Exit”

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Your Form is added

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Click “Create a Deal”

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Click “Add Pipeline”

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Fill up the form then click “Save”

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Your Deals will display

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Click “+Add Deal” under Follow up

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Fill the form then click “Add Deal”

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Your deal is added

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Last, click “Integrate Services”

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Select your account

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You need to add ActiveCampaign to Facebook

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That’s All. Thank You

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