Setting up your first campaign in ActiveCampaign if you come from InfusionSoft

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Setting up your first campaign in ActiveCampaign if you come from InfusionSoft

ActiveCampaign is a powerful email marketing and automation platform that provides various features allowing users to engage with their audience effectively. If you are transitioning from InfusionSoft, you may find certain differences in how campaigns and automations are set up. This article aims to guide you through the transition and help you set up your first campaign in ActiveCampaign successfully.

Introduction

When migrating from InfusionSoft to ActiveCampaign, understanding how to organize your campaigns and automations is crucial. This guide offers step-by-step instructions tailored for users who previously relied on InfusionSoft for their marketing efforts. Key differences in features, integrations, and setup processes are important to recognize, ensuring a smooth transition and allowing you to leverage ActiveCampaign's full potential.

How to access this feature

To begin setting up your first campaign in ActiveCampaign, you will need to first log into your ActiveCampaign account. Upon logging in, you will find the main dashboard, which allows for access to various features like campaigns, automations, and contacts.

Step-by-step instructions

Here’s how to set up your first campaign in ActiveCampaign if you are migrating from InfusionSoft:

1. **Migrate your contacts from InfusionSoft**

  - Before setting up your campaign, ensure your contacts are migrated to ActiveCampaign. 
  - Follow the steps detailed in the guide on migrating contacts from InfusionSoft.

2. **Set up a broadcast in ActiveCampaign**

  - If you still have contacts in InfusionSoft’s broadcast, it’s advisable to wait until they finish the sequence before exporting them to ActiveCampaign.
  - Export the contacts to ActiveCampaign when they have completed the broadcast. If you import them mid-broadcast, you would need to create an automation that starts from where they left off, as you cannot add contacts to a specific step of an automation.

3. **Create an auto-responder**

  - If you previously set up broadcasts as auto-responders in InfusionSoft, there are two methods to replicate this in ActiveCampaign:
    1. **Autoresponder campaign**: When setting up a campaign, select the Autoresponder option on the first screen. Complete the rest of the setup steps, and your auto-responder will trigger automatically whenever someone is added to a specific list.
    2. **Automation with an email**: Alternatively, create an automation that includes an email in the first step. This option is preferable if you intend to trigger subsequent emails or actions after the initial email.

4. **Integrate with third-party tools and services**

  - ActiveCampaign allows integrations with various third-party services such as PayPal, WooCommerce, and Stripe.
  - To manage your eCommerce performance, leverage tools available in the Apps section similar to the integrations you used with InfusionSoft Marketplace. For example, you can automate notifications for new sales in WooCommerce or successful sales in PayPal.
  - Once integrations are set, you can apply tags to contacts or add them directly to lists.

5. **Setting up your CRM in ActiveCampaign**

  - If you used InfusionSoft's built-in CRM, you will need to associate each new entry with an email address in ActiveCampaign, as this is essential for utilizing email marketing and automations.
  - You cannot import contacts directly as Deals. Instead, you can tag contacts and create a Deal when the tag is applied.
  - Access Deals by navigating to the Deals section in the top navigation bar or searching for a contact’s email in the search box.

6. **Setup email features**

  - To manage your email communications similar to your previous setup, configure your email settings by going to the top right menu, selecting My settings, and navigating to Deals to add your IMAP account.

Configuration options and settings

- Follow the necessary configurations for each feature discussed. Make sure to explore the options available in the ActiveCampaign settings:

 - Autoresponder campaign setup
 - Automation settings for triggering emails
 - Third-party integrations including PayPal, WooCommerce, Stripe
 - Access to Deals for CRM management

Best practices and tips

- Always wait for your contacts to finish any active sequences in InfusionSoft before migrating to ActiveCampaign to ensure a seamless experience. - Choose the auto-responder campaign option for straightforward email responses and automations if complex sequences are not required. - Take advantage of the numerous third-party integrations available in ActiveCampaign, which can enhance your marketing strategies and improve efficiency. - Use tags effectively to segment your audience and utilize automations for better targeting in your campaigns.

Troubleshooting

Should you encounter issues during the campaign setup process: - Ensure that all contacts have been successfully migrated from InfusionSoft before initiating any campaign setup. - Double-check your integrations; verify that they are active and correctly configured to ensure seamless automation and notifications. - If you have problems with deals creation, confirm that contacts are correctly tagged and that your setup aligns with ActiveCampaign's requirements.

FAQ

Q1: How do I migrate my contacts from InfusionSoft? A1: Follow the detailed steps provided in the migration guide for successful contact transfer.

Q2: Can I set up an auto-responder like in InfusionSoft? A2: Yes, you can set up auto-responders using either an Autoresponder campaign or via an automation with an email.

Q3: What should I do if my contacts are still in InfusionSoft's broadcast? A3: Wait until they complete their current sequence before exporting them to ActiveCampaign.

Q4: How do I integrate third-party tools with ActiveCampaign? A4: Navigate to the Apps section in ActiveCampaign to connect with services like PayPal and WooCommerce.

Q5: Will I need an email associated with every contact? A5: Yes, every contact in ActiveCampaign must have an associated email address to utilize various features effectively.

Q6: Can I add contacts directly as Deals in ActiveCampaign? A6: No, contacts must be tagged, and a deal can be created once they have the appropriate tag.

Q7: How can I access my Deals in ActiveCampaign? A7: Click on the Deals section in the top navigation bar or use the search feature to find contacts.

By following these guidelines and understanding how to set up your first campaign in ActiveCampaign, you can effectively transition from InfusionSoft and utilize the many features offered by the platform to enhance your marketing efforts.