Turning an Infusionsoft Campaign into an ActiveCampaign Automation

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Turning an Infusionsoft Campaign into an ActiveCampaign Automation

Introduction

When migrating campaigns from Infusionsoft to ActiveCampaign, you may encounter challenges due to the differing structures of the two platforms. Infusionsoft campaigns and ActiveCampaign automations serve similar purposes but employ distinct terminologies and methodologies. This article aims to guide you through the process of converting an Infusionsoft campaign into an ActiveCampaign automation, making it easier to streamline your operations and maintain effective marketing strategies.

Through this guide, you will learn about the vocabulary changes between the two systems, how to trigger automations effectively in ActiveCampaign, and step-by-step instructions to transform your Infusionsoft campaigns into fully functional ActiveCampaign automations.

How to Access This Feature

To start using this feature, you need a valid ActiveCampaign account. Ensure you have adequate permissions to create and manage automations. Navigate to the **Automations** section within your ActiveCampaign account dashboard to begin the process.

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. Here’s 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.

Configuration Options and Settings

While creating your automations, pay attention to the following configuration elements: - **Triggers**: These are the conditions that initiate the automation. - **Emails**: Design and customize the emails you'll send. - **Wait Conditions**: Implement wait timers to schedule steps appropriately. - **Goals**: Set up goals to determine the path the contacts will take through the automation.

Best Practices and Tips

- **Test Your Automations**: Before finalizing, test each automation to ensure the flow works as intended. - **Utilize Personalization Tags**: Leverage Personalization Tags to enhance the engagement of your emails. - **Monitor Engagement**: Regularly analyze automation analytics to learn how contacts are interacting with your emails and modify your automations accordingly.

Common Use Cases with Examples

- **Lead Nurturing**: Use the automation to send a series of emails to educate leads about your products before making a sales pitch. - **Customer Retention**: Setup automations that engage existing customers with special offers or feedback requests to maintain their loyalty and satisfaction.

Troubleshooting

If you encounter issues while transitioning your automations: - Ensure all triggers are set up correctly. - Confirm email settings are properly configured. - Review paths within automations to trace where contacts may be falling out of the expected flow.

Related Features

For more detailed features related to automations, consider exploring: - Automation Triggers - Creating Automations - Automation Goals

FAQ

Q1: What are the main differences between Infusionsoft and ActiveCampaign automations?

A1: Infusionsoft campaigns often rely on goal achievements for triggers, while ActiveCampaign features a variety of 23 triggers to start automations.

Q2: Can a single contact enter an automation through multiple triggers?

A2: Yes, in ActiveCampaign, a contact can enter through multiple triggers independently.

Q3: How do I visualize my automations?

A3: You can reference example graphics in this article to better visualize your Infusionsoft campaign as it transforms into ActiveCampaign automations.

Q4: What should I do if my automation isn’t triggering?

A4: Check your trigger settings and ensure they are correctly configured and active.

Q5: How can I track engagement with my automations?

A5: ActiveCampaign provides analytics tools to monitor how contacts are interacting with your automations.

Q6: Are there any limitations with the types of triggers I can use?

A6: ActiveCampaign features a total of 23 different triggers, providing a wide range of options for automation initiation.

Q7: Where can I find more resources for learning about ActiveCampaign?

A7: Refer to the Help Center and additional guides available on the ActiveCampaign website for further learning and resources.

By following these steps and utilizing ActiveCampaign's capabilities, you can successfully transform your Infusionsoft campaigns into effective automations. Use this knowledge to enhance your marketing efforts and make the most out of your ActiveCampaign experience. ```