How to Use ActiveCampaign: CRM & Email Marketing in 2025?

Imagine trying to keep track of all your customers and sending them emails one by one.

Sounds like a lot of work. That’s where ActiveCampaign comes in.

This awesome platform helps you manage all your customer info and send cool email campaigns without breaking a sweat.

With ActiveCampaign, you can also set up automated workflows to do the heavy lifting for you, like sending welcome emails or reminding people about their abandoned shopping carts.

In this guide, we’ll show you how to use ActiveCampaign account and build your first automation, even if you’re a total beginner.

Let’s dive in!

What is ActiveCampaign?

Okay, so what exactly is ActiveCampaign? Think of it as your all-in-one tool for making customers happy and growing your business.

It’s got two main parts:

• Customer Relationship Management (CRM): This is like a digital address book where you keep track of all your customers’ information. You can see their names, emails, what they’ve bought from you, and even notes about your conversations with them.
• Email Marketing: This is where you create and send awesome emails to your customers. ActiveCampaign helps you make emails that look professional and get delivered to people’s inboxes, not their spam folders (that’s called email deliverability).

Why is ActiveCampaign so cool?

• It’s like having a robot helper for your marketing. You can set up things called “marketing automation” to do tasks automatically, like sending welcome emails to new customers or following up with people who left stuff in their online shopping cart.
• It helps you get to know your customers better. You can see who’s opening your emails, what they’re clicking on, and what they’re interested in. This helps you send them emails they actually want to read!

Ready to give it a try? Creating a new account is easy, but you will also need a credit card to sign up.

Don’t worry; they have different plans to choose from, so you can also find one that fits your budget.

Setting Up Your ActiveCampaign Account

Alright, ready to jump in and get started with ActiveCampaign? Awesome! Setting up your account is super easy.

Just follow these simple steps:

1. Head over to the ActiveCampaign website: Open up your web browser and go to www.activecampaign.com.
2. Pick a plan: ActiveCampaign has different plans with different prices, like choosing a size of pizza! Take a look at what each plan offers and decide which one is right for your business.
3. Create your account: Click the “Start Free Trial” button and fill in some basic information about yourself and your business.

That’s it! You’ve officially created your ActiveCampaign account. But before you start sending emails, let’s get a few things set up:

• Tell ActiveCampaign who you are: Make sure to enter your name and the email address from which you want to send emails.
• Bring in your contacts: If you already have a list of customer emails, you can easily upload them to ActiveCampaign.
• Connect your website: This lets you create forms on your website where people can sign up for your emails.

Need more help? No problem! ActiveCampaign has a ton of helpful resources, including a full tutorial that walks you through everything step-by-step.

You can find their ActiveCampaign tutorial on their website.

Now that your account is ready to go, let’s move on to the fun part: building your contact list!

Building Your Contact List

Think of your contact list like a party guest list. You want to fill it with people who are actually interested in what you have to offer!

A good contact list is super important for your first email campaign (and all the ones after that).

Here’s the deal:

• More contacts = more potential customers. The more people on your list, the more people you can reach with your awesome emails.
• Happy contacts = happy customers. When people actually want to receive your emails, they’re more likely to open them, read them, and buy something from you!
• Make forms on your website: You can use ActiveCampaign to make forms that people can fill out to sign up for your emails. You can put these forms right on your website, like a sign-up sheet at your party!
• Make cool landing pages: A landing page is like a special webpage just for signing up. You can make it look really cool and tell people exactly what they’ll get when they join your list.
• Connect with other tools: ActiveCampaign can talk to other apps you might be using, like Facebook or Shopify. This makes it easy to collect contacts from different places.

Segmenting Your Audience

Okay, so you’ve got a bunch of contacts on your list—awesome! But here’s the thing: not all of your customers are the same.

Some might be super interested in your latest products, while others might just be checking things out. That’s where segmentation comes in.

Think of it like sorting your toys. You probably wouldn’t keep your action figures mixed up with your building blocks.

Segmentation is like creating different boxes for your contacts so you can organize them and send them the right stuff.

Why is segmentation so important?

• It helps you send more relevant emails. Imagine getting an email about something you have zero interest in. Annoying, right? Segmentation enables you to avoid that by making sure people only get emails about things they care about.
• It makes your emails more effective. When people get emails that are relevant to them, they’re more likely to open them, click on links, and buy something from you!

How do you segment your contacts in ActiveCampaign?

• Use tags: Tags are like labels you can put on your contacts. For example, you could tag people who love cats as “cat lovers” and people who love dogs as “dog lovers.”
• Create lists: You can create different lists for different types of customers. For example, you could have a list of “new customers” and another for “VIP customers.”
• Get fancy with advanced segmentation: ActiveCampaign has some really cool tools that let you segment your contacts based on all sorts of things, like what they’ve bought from you, what links they’ve clicked on in your emails, or even what pages they’ve visited on your site.

Here are a few ideas to get you started:

• Segment by purchase history: Send special offers to people who have bought from you before.
• Segment by engagement: Send more emails to people who are actively opening & clicking on your emails.
• Segment by demographics: Send different emails to people based on their age, location, or interests.

By using segmentation, you can make sure that each of your customers feels like you’re talking directly to them.

It’s like having a superpower that lets you send the right message to the right person at the right time!

And that’s a key ingredient for successful email marketing on the ActiveCampaign platform.

Now that you know how to organize your contacts, let’s talk about how to write emails they’ll actually want to read!

Crafting Engaging Email Content

Okay, you’ve got your ActiveCampaign account set up, your contact list is growing, and you’ve even organized your contacts into neat little groups.

Now it’s time for the main event: writing awesome emails!

Think of your emails like letters to your friends. You wouldn’t send a boring letter, would you?

You’d want to make it fun, interesting, and funny. The same goes for your emails.

Here are a few tips for writing emails that people will actually want to read:

• Make them look good: Just like you wouldn’t send a crumpled-up letter, you don’t want to send an email that looks messy. ActiveCampaign has tools that help you create emails that look professional and are easy to read on phones and computers.
• Get their attention with a catchy subject line: The subject line is like the title of your subject letter. It should be interesting and make people want to open it.
• Keep it short and sweet: No one wants to read a novel in their inbox. Get to the point quickly and use pictures to break up the text.
• Tell them what you want them to do: Do you want them to visit your website? Buy something? Please make what you want them to do clear by adding a button or a link.

What should you write about in your emails? That depends on who you’re sending them to and what you want to achieve.

Here are a few ideas:

• Welcome emails: When someone new joined your list, send them a friendly welcome email and introduce yourself.
• Helpful emails: Share interesting tips, advice, or information related to your business.
• Emails about your products or services: Tell people about your awesome products or services and why they should buy them.
• Emails to get people excited again: If someone last opened your emails a while ago, send them a special offer or something interesting to get them interested again.

Make it personal! ActiveCampaign lets you add people’s names to your emails and even send different emails to different groups of people.

This makes your emails feel more like a conversation and less like a robot talking to them.

By following these tips, you can also write emails that people will actually enjoy reading.

And that’s the key to getting them to take action, whether it’s visiting your website, buying your products, or simply learning more about your business.

Now that you know how to write awesome emails, let’s talk about how to use ActiveCampaign’s automation tools to make your life easier!

ActiveCampaign Automation: Your Email Marketing Superpower

Okay, let’s talk about one of the coolest things about ActiveCampaign: automation. Imagine having a robot helper that sends emails to you automatically.

That’s basically what ActiveCampaign’s automation tools can do!

What is marketing automation? It’s like setting up a series of actions that happen automatically based on certain triggers.

For example, when someone joined your email list, they automatically get a welcome email.

ActiveCampaign makes automation super easy. They have a drag-and-drop tool that lets you build automations like LEGO blocks, and you can use their pre-made automations, too.

Here’s what you can do with automation:

• Welcome new subscribers: Send the series of emails introducing yourself and your business.
• Recover abandoned carts: Remind people about items they left in their online shopping cart.
• Follow up after a purchase: Send thank-you emails and ask for feedback.
• Keep people engaged: Share helpful tips and exclusive offers over time.

ActiveCampaign can even do advanced stuff! You can score leads, send emails based on website actions, and connect with other apps.

By using automation, you can also save time and effort while ensuring your customers get the right emails at the right time.

It’s like having a personal assistant for your email marketing!

Now that you know how to automate your email marketing let’s see how ActiveCampaign helps you manage your customer relationships.

ActiveCampaign’s CRM Superpowers: More Than Just Email

ActiveCampaign is like a superhero with a secret identity. We know it’s awesome at email, but it’s also a master of disguise as a Customer Relationship Management (CRM) tool!

Think of ActiveCampaign’s CRM as a super-organized assistant who keeps track of everything about your customers.

It’s like having a file for each customer where you can see their name, email, purchase history, and even notes from your conversations.

Here’s what makes it so cool:

• Keeps your customer info organized: No more messy spreadsheets or sticky notes!
• Tracks every interaction: See which emails they open, links they click, and pages they visit on your website.
• Helps you sell more: Keep track of deals, monitor progress, and even predict future sales.
• Shows you how you’re doing: See easy-to-understand reports on your email performance.

Why is this CRM stuff so important?

• Build stronger customer relationships: Know your customers better so that you can send them the right emails.
• Make more sales: Track deals and understand customer needs to close more sales.
• Save time and headaches: All your customer information is organized in one place.

So, ActiveCampaign is for more than just email. It’s a powerful CRM that helps you build better relationships, make more sales, and grow your business!

Next up, let’s see how ActiveCampaign can team up with other apps to become even more powerful!

Wrapping It Up

Wow, we’ve covered a lot! You’ve learned what ActiveCampaign is and how it can help you grow your business.

You know how to set up your account, build your contact list, and write awesome emails.

You’ve even discovered the magic of automation and the power of CRM.

ActiveCampaign is an amazing tool. It’s like having a whole team of marketing experts on one platform.

It can help you connect with your customers, build relationships, and make more sales.

Ready to give it a try? Remember, you’ll need a credit card to sign up. But don’t worry, they have different plans to choose from.

Pick the one that fits your needs & budget.

Before you go, here’s a quick recap of the necessary information:

• Build a strong contact list: Get people excited to receive your emails.
• Segment your audience: Send the right emails to the right people.
• Write amazing content: Make your emails fun, interesting, and helpful.
• Automate like a pro: Save time and effort with automated workflows.
• Use the CRM superpowers: Keep track of your customers and build stronger relationships.

Now, go out there & rock your email marketing with ActiveCampaign! You got this!

Frequently Asked Questions