2015 Navy-Marine Corps Relief Society Active DUTY FUND DRIVE Campaign.
How to use active campaign
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How to use ActiveCampaign? By: Karen R. Madriñan
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Transcript of How to use active campaign
How to use ActiveCampaign?
By: Karen R. Madriñan
ActiveCampaign???
KarenMadriñan
What is it for???
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Do you want to learn?
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Open your internet browser
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In your browser, type “activecampaign”
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Click the “ActiveCampaign”
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You will be directed here
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Let’s try it for free
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Click “Try it for free”
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You can fill up the form
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Click “Create Account”
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Welcome page will display
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Set your password
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Fill up the form
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Click “Get Started”
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Your dashboard will display
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Let’s explore the dashboard
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This is the Home button
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Contacts button
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Click “Campaigns”
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Pop up screen will appear
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Click “Create A New Campaign”
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You need to create a list first
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This is the List Menu
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This is the Automations Menu
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This is the Deals Menu
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The Forms Menu
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The Reports Menu
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The Search Button
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And Your Settings Menu
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To get started
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Follow these procedure…
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First Create a List
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Click “Create a List”
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Fill up the pop-up screen
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Click “Create List”
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Your list was added
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Second, click “Import Contacts”
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You can import from your files
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Or connect with your social media contacts
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In this tutorial, we will be using other services to connect
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Click “Google Contacts”
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This screen will display
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Click “Next”
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Fill up the account
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Click “Next”
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Type your account password
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Click “Sign in”
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Terms and conditions will display
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Then click “Allow”
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This screen will display
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Click your list
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Click “Next”
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This screen will appear
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Click “Next”
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Click “Close”
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Third, click “Create Campaign”
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Type your Campaign name
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Select your campaign type
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Click “Next”
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Select list
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Click “Next”
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You will be directed to different campaign templates
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Hover your mouse to select the template
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You can preview the template before using the design
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Preview screen will appear
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Or just click “Use This Design”
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Fill up the pop-up screen
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Click “Continue”
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This will display
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Type your welcome paragraph
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Click “Next”
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Fill up your campaign summary
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Click “Save & Exit”
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Your campaign is added
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Under Automations, click “+ New Automation”
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You can import your automation
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Click “Recommended”, then select your recipe
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Click “Create”
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Guide screen will pop-up
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This will appear after clicking “get started”
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Click “Next”
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This will be your automation
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Type in to “Edit This Action”
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Click the “Active”
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Your automation is active
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Click to create a form
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Click “Create a New Form”
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Type Name, select form then click “Create”
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Type in your Header
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Click “Integrate”
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Copy the embed code the paste in your website
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This will display in your website
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Click “Save & Exit”
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Your Form is added
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Click “Create a Deal”
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Click “Add Pipeline”
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Fill up the form then click “Save”
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Your Deals will display
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Click “+Add Deal” under Follow up
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Fill the form then click “Add Deal”
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Your deal is added
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Last, click “Integrate Services”
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Select your account
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You need to add ActiveCampaign to Facebook
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That’s All. Thank You
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