As an ActiveCampaign expert, I’ve witnessed firsthand the transformative power this platform can have on businesses of all sizes. And after working with course creators, membership creators, and 7-figure online coaches, I can tell you that most businesses are underutilizing ActiveCampaign – and missing out on huge opportunities for revenue and growth.
ActiveCampaign rocks! There’s a reason so many biz owners are all in using this email marketing and CRM platform even if they’re not an ActiveCampaign expert. But many of them know they could do so much more with it. That’s where I come in.
I’m Janelle Harlan, and I’m an ActiveCampaign specialist who builds kick ass funnels that make my clients money. I’m an ActiveCampaign fan-girl! The platform is so robust that most people don’t know what it can really do or how to use it in their business. As the ActiveCampaign expert in their back pocket, I show them, then set it all up and manage it!
Leveraging ActiveCampaign for pre-launch success
Recently I worked with a launch strategist and copywriter who uses ActiveCampaign and let’s just say she doesn’t love it. She brought in me, an ActiveCampaign expert who does love it, to put strategic pieces in place. One thing I did was build a hot leads funnel for her pre-launch plan program.
First, I made sure she could see the people who had visited her sales page or checkout page several times during the launch week that her cart was open. Then as a step in the ActiveCampaign automation, she got an email notification and those leads were added to a list for easy viewing.
Second, we were strategic. When someone visits a checkout page several times, they’re showing BIG TIME interest. Even if they haven’t converted, they’re thinking about it. So, my client reached out personally one-on-one to the people on that list. And guess what? Some converted!
At the end of the launch, it was an additional $26,000 in conversions for my client! She said to me, “Wow! That was a game changer!” That’s just one of the powerful things you can do with strategic ActiveCampaign automations!
An ActiveCampaign expert’s take on using ActiveCampaign
Email marketing remains one of the most effective & powerful marketing channels. It offers a direct line of communication with your target audience, allowing you to build relationships, nurture leads, and drive conversions.
When used strategically, email marketing can deliver a substantial return on investment. Especially when you partner it with well-thought-out funnels and automations. That’s where ActiveCampaign comes in. It’s robust and can so many things – you just have to tell it what to do.
Confession: I used to use Convertkit, even while working in ActiveCampaign for my clients. I wasn’t sure the cost was worth it for a solo service provider like me. But after gaining experience, learning how powerful the platform is, and seeing the success stories firsthand, I realized that for the average business with an average size list, it’s not much more a year. And when you use all the features it helps you convert at a much higher rate. Take the example above: We used it to convert $26,000 in sales. That’s an incredible ROI, right?
Once I moved my ConvertKit subscribers over to ActiveCampaign, then tagged and viewed them a certain way I could easily see trends and warm leads that I couldn’t see in ConvertKit. It’s because of the way that ActiveCampaign systems are laid out visually: It’s much more robust and flexible.
It’s built for personalization, growth, and conversions. But with that sophistication comes the need to know how to use it. If you aren’t deep into the ActiveCampaign how-to (and why would you be if that’s not your area of expertise?) – it can feel too complicated to use.
These are the three most common challenges I see my clients struggle with:
- People don’t know what ActiveCampaign can really do
- If they do, they don’t know how to customize and apply its features to their business.
- They don’t understand how to be strategic in the planning phase and the fact is that everything should be mapped out with the end goal in mind.
ActiveCampaign is well worth the expense when you use the robust features it offers. I get that it can be confusing if you haven’t learned all the ins and outs yet.
If you’re overwhelmed by ActiveCampaign, know you’re not using all of its features, don’t want to deal with learning the tech, or need an ActiveCampaign expert that goes well beyond just doing a basic setup of your email platform and sending campaigns, reach out and we’ll chat about a deeper strategy that fits your business.
That’s what I do for my rockstar clients!
As an ActiveCampaign expert I help with:
- Organizational Overwhelm: Many businesses struggle with cluttered accounts filled with spider webs of excessive lists, tags, segments, and automations. It can easily get out of control fast and it makes it difficult to navigate and effectively use the platform.
- Misunderstanding Data: Businesses often fail to use the wealth of data available in ActiveCampaign. By understanding your customers’ behavior, you can create highly targeted and personalized campaigns that convert.
- Limited Strategy: Simply using ActiveCampaign for email blasts isn’t enough. ActiveCampaign is worth the money IF you develop a strategy to use what’s available to you to resonate with your ideal clients at a deeper level with more specific messaging and personal connection. Developing a strategic approach that aligns with your business goals is crucial for maximizing its benefits.
Knowing ActiveCampaign’s features and applying them to your business strategically will allow you to take full advantage of what ActiveCampaign offers.
The 6 key features you’re underutilizing as seen by an ActiveCampaign expert
When my clients find me, they’re often stressed because their ActiveCampaign account has become an overwhelming, tangled mess they aren’t sure is working for them.
Sound familiar? I suggest focusing on the below areas first. These are 6 of the basic features I see my clients have most often underutilized or used incorrectly before we partner.
If it’s not in your zone of genius, it’s time to hire an ActiveCampaign expert to help you get it untangled and working for you.
ActiveCampaign Lists
Most businesses simply have too many of them. No more than one or two is all you need. Then segment through tagging & custom fields.
Custom Fields
This is where the gold is and one of the most overlooked tools in ActiveCampaign. It’s the lifeblood of smart segmenting and personalized marketing to your list. If set up and used strategically, custom fields will allow you to really get to know your contacts. As an ActiveCampaign expert, mapping out custom fields is one of the first things I do with my new clients.
Tags/Segments
Often these are a hot mess – no judgement – I’ve been there myself:-) When they’re disorganized they can’t be used strategically. A consistent naming convention that makes sense for your business and constant maintenance so they don’t get out of control is key.
Reporting
Many people have a hard time pulling stats in ActiveCampaign so they don’t bother. I’ll admit some of the metrics are kinda buried – but you need data to see what’s working (or not) and to make smart decisions. If you’re not sure how to find the data you need out, hire an ActiveCampaign expert to help you dial in on the health of your list, the engagement of your subscribers, the trends, and your warm leads. Don’t make decisions without reporting!
Strategy + Tech Tools
Relevant messaging to the right person at the right time creates a healthy, engaged list and promotes higher conversion rates. When you pay attention to the clues your subscribers are showing you through their actions, you can give them the right solution to their current problem when they’re ready for it…making you a hero! An ActiveCampaign expert can help you create a custom marketing strategy using the tech tools many people don’t even know exists in the platform. Believe me…if you can imagine it, ActiveCampaign can do it!
Automations
Did you know that ActiveCampaign is the #1 platform for automations? Automations bring everything together. They do the heavy lifting behind the scenes. They do more than just send emails…they’re like the engine that gives the clues about your subscribers and moves them through your funnels in a way that benefits them most. This is the most fun part about working as an ActiveCampaign expert. Building automations is like art and science blended together for perfect subscriber experience.
Hire an ActiveCampaign expert if you need help
Many people are excited to start using ActiveCampaign because they know it’s a higher level platform that can do so much – but then they get overwhelmed and default to a ‘spaghetti on the wall’ approach and market to all subscribers the same because it’s easier. They then assume ActiveCampaign can’t significantly impact their marketing efforts – but this is only because they’re underutilizing it.
An ActiveCampaign expert like me can help you get the most out of your email system: using it without the organizational overwhelm, to understand subscriber behavior, and to develop a strategic approach that engages and serves an audience for higher conversions.
What if you could see your most engaged contacts and what they’re really interested in? Would you market to them differently? And would they be more likely to convert?
What if you could connect with them in a more personal and impactful way at a time that helps them take that next step with you. And what if you could organize your contacts by pain points and use that together with other valuable info to give them the solutions they need.
You’d become more than just more noise in their inbox! As an experienced ActiveCampaign expert I can help you get there. Let’s chat about it! Book a call.
