In this post, we will teach you how to integrate Active Campaign with Clickfunnels. We will cover the steps from setting up campaign workflows to driving store sales.
Step 1: Get An Active Campaign Account
First, you will need to create an account on the Active Campaign website. You can use the following link to get to the dashboard:
On the left-hand side of the dashboard, you will see the links to create new campaigns, edit existing campaigns, and download reports. Once you are on the dashboard, you can click on the links to create a new campaign or to edit an existing one.
Step 2: Set Up A New Campaign
To create a new campaign, from the dashboard click on the link to Create a New Campaign. You will get taken to the Create A New Campaign screen.
On this screen, you will need to pick a name for your campaign and select the platforms you want to use to reach your audience. You can choose either Builderall, WordPress, or Mailchimp for that.
Then, you can add a few words to describe your campaign. You can choose to have text or graphics in your messages. When you are ready, simply click on Create Campaign.
Step 3: Define The Target Groups For Your Campaign
On the dashboard, click on the link to Edit existing campaigns. You will get taken to the Edit Existing Campaigns page.
Here, you can review the details of your existing campaigns. To start editing your first campaign, select it from the list on the left side of the page.
Along with the name of your campaign, you will see the number of emails, the conversion rate, and the average order values. You can then make a few changes to optimize your campaign and bring it closer to hitting your KPIs (Key Performance Indicators).
Step 4: Set Up Automated Workflows
When you create a new campaign in Active Campaign, you will get a few workflows pre-configured for you. However, if you want to fully utilize the power of the platform, you will need to set up automated workflows for yourself.
To do this, from the dashboard click on the link to Create Automated Workflows. You will get taken to a page that looks like this:
Here, you will need to enter the name of the workflow you want to create and then you can select the interval between when this workflow executes and how often it should run. To run a workflow every week, for example, you would enter “1W” in the Weekly Interval field. Then, you can click on Create Workflow to save your creation.
Step 5: Test Your Workflows
Once you have created your workflow, you can test it by clicking on the link to Preview Workflow. This will take you to a page that looks like this:
You can see the status of your workflow here. To make sure it is working correctly, simply click on the Preview button next to the Weekly Interval field.
Now, if all is well, you can click on the Activate button to move your workflow to the Triggered state.
To learn more about testing workflows, please refer to the Active Campaign documentation.
Step 6: Promote Your Campaign
After you have set up your workflow, you can promote your campaign. To do this, from the dashboard click on the link to Promote your Campaign. You will then get taken to the Promote Your Campaign screen. Here, you can choose to use social media to spread the word about your campaign. To add a social media button to your text messages, you can copy and paste one of the following links into the Allowed URL field:
- Twitter (at ) or () Github, () Instagram, or() YouTube.
- Facebook ( at ) or () LinkedIn,
- Pinterest ( at ) or () Reddit,
- Tumblr, or
Then, you can enter a few words to describe your campaign. Along with the name of your campaign, you can add a link to your website if you have one. When you are done, simply click on the Promote button.
Now, if you have chosen to use social media to promote your campaign, you will see the number of people who have clicked on your link to get to your website. If you have chosen to skip this step, you will not see any results from your campaign until the next time you run it.
Step 7: Analyze And Manage Your Campaign
After you have successfully promoted your campaign, you can analyze it and manage its performance. To do this, from the dashboard click on the link to Analyze and manage your Campaign. You will then get taken to the Manage Your Campaign screen.
Here, you can see the performance of your campaign in comparison to the goals you set for it. You can then choose to view the results for a specified time or you can select the All Time option to see the lifetime results for your campaign.
If you notice that certain platforms bring up more leads than others, you can drill down into the details for that platform and make a few changes to boost your conversion rate.
Also, if you notice that certain days of the week bring up more orders than others, you can adjust your workflow to run on those days to achieve the best results.
Step 8: Customize The Emails
If you are using the Mailchimp or the WordPress platforms for your campaign, you can fully customize the emails you send out to your audience. To do this, from the dashboard click on the link to Customize the Emails.
Here, you can modify the contents of your emails and send a test email to yourself to make sure the content is coming out correctly.
If all is well, you can then click on the Save button to finish.
Step 9: Drive Store Sales
Last but not least, we want to show you how to drive store sales. In order to do this, you will need to link your Active Campaign account to a Shopify store. Here, you will need to create an affiliate account on Shopify.
Then, from the dashboard click on the link to Add a Product to a Shopify Store. You will get taken to a page that looks like this:
Here, you can add a product to your store. Make sure that you add a unique SKU (Stock Keeping Unit) for each product you add here because this is what your customers will see when they check out. Once you are done, click on Continue.
Now, you will need to create a sales funnel that connects the Shopify store to your mailing list. If you have a mailing list that you have built on Social Media, you can use that to connect to your customers. Otherwise, you can use a tool like GetResponse to create a mailing list.
If you decide to use GetResponse, click on the button to create a free account and then click on the Linked Accounts tab at the top of the page.
Here, you can see all the accounts you have linked to your account. To create a sales funnel, simply click on the Create Funnel button.
Here, you can choose which platforms you want to use to reach your audience. You can use either Twitter or Facebook for this.
Then, you can enter a name for your funnel (this will be the name that appears next to the link in your emails) and you can choose whether you want to use Twitter or Facebook as the lead platform. After you make your selections, simply click on the Create Funnel button.