Summary
- This meeting provided a step-by-step walkthrough for setting up a new ActiveCampaign account, including essential settings, importing contacts, and creating a basic automation.
- Attendees learned how to configure an account, enable necessary features, import contact data, and set up automated email messages.
- Additional resources and ongoing support were highlighted for further learning.
Action Items
(No specific action items, owners, or deadlines were identified in the transcript.)
Account Setup Steps
- Create an ActiveCampaign account via a 14-day free trial on the main website.
- Input required business and personal information to configure the account.
- Access the dashboard and familiarize with available resources.
Essential Account Configuration
- Add a physical address in account settings, which is mandatory for email sending compliance.
- Enable site tracking by toggling the setting, adding the website domain, and installing the provided tracking code into the website footer.
List and Contact Management
- Create a new list by naming it, adding the site URL, and providing a description.
- Import contacts into the list using a CSV file, ensuring at minimum the first name and email address fields are mapped.
- Apply tags and include the import date and source as best practices during import.
- Choose the appropriate contact status when importing (active, unsubscribed, excluded).
Automation Setup
- Initiate a new automation and select âStart from Scratchâ.
- Set the automation trigger to âsubscribes to a listâ for the newly created list.
- Add the action âsend an emailâ, design the email using templates or custom design, and configure it to send automatically.
- Name the automation and activate it for all future list subscribers.
Forms and Additional Resources
- Forms can be used to gather new contacts and are accessible from the website navigation.
- Additional training and resources are available in the video description and through ongoing video releases.
Decisions
- Follow standard setup process for ActiveCampaign accounts â Rationale: Ensures compliance and provides a repeatable onboarding process for new users.
Open Questions / Follow-Ups
- None identified in the transcript.