如何使用 ActiveCampaign：2025 年的客户关系管理和电子邮件营销？

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

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 自动化, even if you’re a total beginner.

让我们开始吧！

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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 商业.

It’s got two main parts:

• Customer Relationship Management (客户关系管理): This is a digital address book that allows you to 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 tools called “marketing automation” to automate tasks, such as sending welcome emails to new customers or following up with individuals who have left items 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 interests them. 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 valid credit card to complete the sign-up process.

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.

只需按照以下简单步骤操作即可：

1. Head over to the ActiveCampaign website: Open up your web browser and go to www.activecampaign.com.
2. Select a plan: ActiveCampaign offers various plans with different prices, much like choosing a pizza size. Review each plan’s offerings and determine which one best suits your business needs.
3. To 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: Ensure that you 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 feature allows you to create forms on your website where people can sign up for your email list.

Need more help? No problem! ActiveCampaign offers a wealth of helpful resources, including a comprehensive tutorial that guides you through everything step-by-step.

You can find their ActiveCampaign tutorial on their website.

Now that your account is set up, 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 crucial for your first email campaign (and all subsequent ones).

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 post these forms directly on your website, much like a sign-up sheet at your party.
• Create engaging landing pages: A landing page is a specialized webpage designed specifically 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 integrate with other apps you might be using, such as 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 extremely interested in your latest products, while others may just be checking them 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, allowing you to organize them and send them the right information.

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 this by ensuring people only receive emails about topics 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 offers some really cool tools that let you segment your contacts based on various factors, such as what they’ve purchased from you, which links they’ve clicked in your emails, or even which pages they’ve visited on your site.

Here are a few ideas to get you started:

• Segment by purchase history: Send special offers to customers who have made previous purchases from you.
• 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 set up your ActiveCampaign account, 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 offers tools that enable you to create emails that appear professional and are easily readable on both phones and computers.
• Get their attention with a catchy subject line: The subject line is like the title of your subject line. 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 收件箱. Get to the point quickly and use pictures to break up the 文本.
• Tell them what you want them to do: Do you want them to visit your website? Buy something? Please make it clear what you want them to do 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 joins 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 pique their interest again.

Make it personal! ActiveCampaign enables you to add recipients’ names to your emails and send distinct emails to different groups of recipients.

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

Let’s discuss one of ActiveCampaign’s most impressive features: automation.

Imagine having a robot helper send emails on your behalf 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 joins your email list, they receive an automatic welcome email.

ActiveCampaign makes automation super easy. Its drag-and-drop tool lets you build automation like LEGO blocks, and you can also utilize its pre-made automation templates.

Here’s what you can do with automation:

• Welcome new subscribers: Send a 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 by sharing 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.

Using automation, you can also save time and effort while ensuring your customers receive 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

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 客户关系管理 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: Get to know your customers better so 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 客户关系管理 that helps you build stronger relationships, increase sales, and grow your business!

Next, let’s explore how ActiveCampaign can integrate with other apps to become even more powerful!

Alternatives to ActiveCampaign

以下是几个 ActiveCampaign 替代品 并简要介绍每项内容：

• 晋升: 专为代理商和企业设计的一体化营销和销售平台，提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的全面工具。
• 管道驱动: A sales-focused 客户关系管理 known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• 买: 专门为小型企业提供自动化服务，将客户关系管理功能与电子邮件营销和销售管道管理相结合。
• HubSpot: 一个广受认可的平台，为销售、营销、客户服务、内容管理和运营提供一整套 "枢纽"，是寻求集成解决方案的企业的理想选择。
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• 民间: A simple, integrated, and proactive 客户关系管理 with features like sales pipelines, email campaigns, contact management, and workflow automation.
• 即刻: This company specializes in lead generation and 冷电子邮件推广, providing customer relationship management, lead tracking, and sales process automation.
• 点击: 多功能工作管理平台，可定制为 CRM，提供联系人管理、销售管道视图、电子邮件集成和可定制仪表板等功能。
• 周一 CRM: 这是一个高度可定制的平台，结构类似电子表格，可进行全周期销售线索管理、销售预测、电子邮件同步和活动跟踪。
• 胶囊 CRM: 这是一款以增长为导向的 CRM，设计简单，可帮助企业管理联系人、跟踪销售交易，并利用多管道和任务管理等功能维护客户关系。
• Insightly: 适用于中小型企业的客户关系管理软件，提供联系人和项目管理、工作流程自动化、强大的报告功能以及友好的用户界面。
• Freshsales CRM: 这是一个经济高效的选择，可为销售团队提供广泛的功能，包括线索沟通、转换工具、基于人工智能的线索评分和强大的集成功能。
• 销售团队: 一个强大的、行业领先的 CRM 平台，为销售、营销和服务提供广泛的功能，以其高度的可定制性和可扩展性而闻名，适用于大型企业。
• Zendesk: 主要是一个客户服务和支持平台，同时提供强大的客户关系管理功能，提供端到端的客户互动管理和分析。

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 客户关系管理.

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 strong relationships, and increase sales.

Ready to give it a try? Please note that a credit card is required to complete the sign-up process.

However, don’t worry; they have various plans to choose from.

Select the one that best fits your needs and 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.
• Harness the power of your 客户关系管理: Keep track of your customers and foster stronger relationships.

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

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