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Turning an Infusionsoft Campaign into an ActiveCampaign Automation
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== Step-by-Step Instructions == 1. **Understand Terminology Differences**: Familiarize yourself with the vocabulary used in Infusionsoft and its corresponding terms in ActiveCampaign. This mapping will help you effectively transition your campaigns. Hereβs a quick reference: - Infusionsoft Broadcast = ActiveCampaign Campaign - Infusionsoft Campaign or Sequence = ActiveCampaign Automation - Infusionsoft Date Timer = ActiveCampaign Wait Condition - Infusionsoft Decision Diamond = ActiveCampaign If/Else - Infusionsoft Delay Timer = ActiveCampaign Wait Condition - Infusionsoft Landing Pages = ActiveCampaign does not exist - Infusionsoft Merge Fields = ActiveCampaign Personalization Tags - Infusionsoft Opportunities = ActiveCampaign Deals - Infusionsoft Saved Search = ActiveCampaign List - Infusionsoft Start Goal = ActiveCampaign Trigger - Infusionsoft Stop Sequence/Goal = ActiveCampaign Goal - Infusionsoft Web Forms = ActiveCampaign Forms 2. **Triggering Automations**: In ActiveCampaign, you can initiate automations using one of the 23 available triggers, or use an automation action to add a contact to another automation. Unlike Infusionsoft, where contacts enter campaigns upon meeting specific goals, ActiveCampaign provides greater flexibility. 3. **Creating the Automation**: - Begin by visualizing your Infusionsoft campaign. Infusionsoft campaigns generally flow from left to right. For instance, they start when contacts achieve a goal, such as being tagged or submitting a form. - In ActiveCampaign, automations flow from top to bottom. Create two separate automations for a campaign designed to send out multiple sequences simultaneously. 4. **First Automation Setup**: - Develop the first automation based on your Infusionsoft campaign's initial sequence. The entry triggers can be either a tag being applied or a contact submitting a form. These triggers are independent, allowing multiple entries for the same contact. - Insert steps in your automation: Send the first email, wait one day, send a second email, and wait another day. 5. **Setting Goals**: Following the second wait, add a **Goal step**. This goal checks for link clicks, similar to the conditions in your Infusionsoft campaign. Contacts can skip directly to the goal if they meet the conditions or flow naturally through the automation. 6. **Connecting Automations**: After meeting the goal, use the **Enter automation** action to add contacts to a subsequent automation for long-term nurturing. This automation mirrors the steps in the original Infusionsoft sequence. 7. **Visualization**: Refer to example images referenced throughout this guide to visualize your setup process effectively.
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