We are super excited to announce the release of our integration with ActiveCampaign. This article will cover some of the ways you can use OptimizePress and ActiveCampaign to capture names and emails. You’ll also discover how to create automated marketing sequences to engage with your subscribers.
One of the most powerful features in ActiveCampaign is the ability to perform automated processes based on contact behaviour. This opens the door to the world of marketing on autopilot.
Before you read the article or watch the video guide lets give you a little example.
- Let’s say Darth Vader adds his details into your optin form to get a new eBook and is added to your new list called ‘Growth Hackers eBook’.
- NextDarth Vader doesn’t open the first email because at the time he was busy finalising the launch of his next web app.
- Now follow the example sequence below to see how the automated marketing can take over from here…
After this process, you can automatically create rules, like adding more tags to Darth Vader’s record based on his actions, check which pages Darth Vader visits on your site if he replies to your email and even if he clicks certain links in the automated email!
Are you ready to get started?
Here’s an example of the pages we created for this tutorial.
You might want to have these pages open in your browser or have the URL’s copied in a text file so you can quickly get them when needed later in the tutorial.
This is the page to capture the username and email.
Example Page URL: http://www.yourdomain.com/landing-page
Confirm Your Email Page
This is the page the user is redirected to after they optin, we use this to ask the user to confirm their email.
Example Page URL: http://www.yourdomain.com/thank-you
Thank You Page
This is the page the user is taken to after they confirm their email or the page you link to in your welcome email.
Example Page URL: http://www.yourdomain.com/confirmed
OptimizePress and ActiveCampaign Video Training
We have put together a video and screenshot tutorial for you so feel free to learn which way you want.
We have created screenshot tutorials for you to skim over at your own leisure.
Here’s the dashboard inside ActiveCampaign.
First get your API key from Active Campaigns under My Settings.
Hover over your name in the top right, then click My Settings.
Click API Tab.
Copy the API keys from here and paste into you OptimizePress site under Email and Marketing Campaigns > Active Campaign then scroll down and click Save.
If you haven’t already you want to create your first ‘List‘ inside Active Campaign. This is where your leads are added to.
Click Lists in the top navigation.
Then Add New List.
Enter in your list details like name, address, URL and reminder statement.
Next you are presented with a page showing your lists click Integrations then forms.
Next Create New Form.
Give your form a name and click OK.
Click Edit this form.
The next page is where you can build your forms like choosing to include first name and email or first, last name and email – remember what fields you choose as you will use it later when building the form inside OptimizePress.
Don’t worry about the design style of the form as you will create the look and feel in OptimizePress.
Once you have added your fields click Opt-in confirmation email.
This is where you edit your confirmation email message.
We recommend you use double optin to get more targeted leads onto your list. You can turn off this setting off if you want however you might not get as many credible leads.
The image below is form a trial account. On paid accounts you can edit the email message text.
Once you have edited your confirmation email choose Form settings > subscription confirmation page.
In the Subscription tab area click the link Opt-in has been sent confirmation.
Over to the right you will see a link Redirect to URL instead.
Click the link Redirect to URL instead.
Now open your browser with your pages or the text file where you saved the URLs.
Paste in the URL of the “confirm your email” page and click Save.
Next click the link Subscription completed confirmation link.
Again click Redirect to URL instead on the right and enter the “confirmed page” URL click Save.
Now click Save in the top right.
Next click to go back to the form main page by clicking the Custom Forms tab and then choose to Integrate with your site.
Subscription Form ID
We need to take a note of the form id – we need this in our OptimizePress optin form.
NOTE: This is the important part about connecting your optin forms to ActiveCampaign form so the double optin email is active and sent out.
Here’s where to find the Subscription Form ID make a note of the numbers on your form NOT the example below.
Go to your landing page and open the LiveEditor by hovering over the OptimizePress link in the admin bar if you are using the OptimizePress Theme.
Click on the pencil icon to edit your optin form or open the OverlayOptmizer like in our example.
Then edit optin form.
Choose ActiveCampaign from the drop down and your list under Integration Type and select your list under Provider List.
This is where you enter the Subscription Form ID that we copied earlier and your thank you page URL.
Chose First Name from the dropdown list and add the order number where you want the name to appear on the form ‘0’ being the top.
Click Add New to add extra fields, like Last Name, Phone Number
Add the extra fields like Last Name, Phone, Organisation if you added them to your form inside ActiveCampaign.
Scroll down click insert in the optin form editor and then update in the OverlayOptimizer.
Save and Close the page, reload the live version and you are done!
You have ActiveCampaign connected to OptimizePress!
The Follow Up Process
The next part of the setup process depends on how you want to follow up with your new subscribers and we’ve made it easy for you to decide.
There are two ways to follow up using ActiveCampaign:
- Campaigns – Using a one-time AutoResponder email – Perfect for sending a welcome message!
- Automations – Building automated sequences using ActiveCampaign Automations – Perfect for tagging your leads, moving contacts into to different automated marketing series, delivering an online course or series of emails over a period of time and way more stuff!
For creating one-time emails follow this guide.
Click Campaigns in the top navigation.
Then Create New Campaign.
Give the form a name choose Auto Responder Campaigns and click Next.
Next choose the list for this campaign.
Choose one of the beautiful email templates.
Add the senders Name, Email and Subject.
Edit the template the template text areas, images, links and more.
On the summary page you can review your setup and configure other settings like Google tracking and link tracking.
Check the option send immediately is selected.
Now click Finish.
The next page will show the campaign is scheduled
Your email will be sent immediately after the lead confirms their email.
To create super smart marketing campaigns we highly recommend you using Automations. Your customers will think your business is a machine when you start sending them email based on their action. You can even become the next big brother tracking what your subscribers do.
Click Automations in the top navigation.
Then Create New Automation.
From here you can start adding different starting actions (contact subscribes to list xxxx), tagging leads, sending emails, moving leads around the list and on of off other Automations.
Building automation depends on how you want to interact with your customers and that will depends on what they subscribed to.
The Automations editor makes it easy for you to build each step in the sequence and ActiveCampaign has many tutorials on different features. The basics would be to tag leads, send email, wait a period of time, send another email and end the Automations.
Below is an example of an example of automated campaign being built.
Anything is possible with ActiveCampaign Automations allowing you to put your marketing on autopilot. It can seem like a lot of work to set up but once it’s done all you need to do is drive traffic to the first landing page.
Here are just some of the features we like:
- Check to see if contact opened an email.
- Create conditional rules to see if an email was opened.
- Create conditional rules for who receives automated emails based on custom fields, when they signed and more…
- Trigger Automation based on how many times they visit a certain web page.
- Set time delays between actions from minutes to years.
- Check if certain links were clicked
- Add multiple tags to contacts.
- Remove and subscribe to other lists.
- and a whole lot more!!
To put it simply, you can start or stop automated marketing sequences based on the actions your contacts takes after you send out an email.
ActiveCampaign Site Tracking
You must set up the Site Tracking so you can track what pages your leads visit after you email them.
Inside ActiveCampaign dashboard go to Apps > Site and Event Tracking.
Add your domain on the left and copy and paste the script provided into the OptimizePress under Analytics and Tracking > Other Tracking Codes.
ActiveCampaign also has event-based tracking codes and other advanced features for site tracking so we recommend reading their help guides for more training.
ActiveCampaign, in my opinion, is an amazing piece of software providing a service, as good as their competitors, at a great price for new startup businesses.
It’s certainly a must-have tool if you want to start segmenting your leads and sending marketing emails directly to targeted subscribers in your list.
Remember sending targeted emails if more effective than simply emailing your entire list.
There’s a lot more you can do with ActiveCampaign but we hope you have learned something in this tutorial and it has opened your eyes to the what you can achieve when automating your marketing.