快速入门
本指南涵盖了ActiveCampaign的所有功能：
- 入门 — Create your new account and set up your first list
- 如何使用电子邮件营销 — Build and send your first email campaign with a drag-and-drop editor
- 如何使用自定义着陆页 — Capture new contacts on a hosted page without a separate website builder
- 如何使用动态内容 — Show different blocks to different readers inside one single email
- 如何使用集成人工智能 — Draft copy and predict the best send date for every contact
- 如何使用细分和定向功能 — Group contacts by behavior, tags, and custom fields in seconds
- 如何使用高级CRM — Track deals and customers in a pipeline linked to email data
- 如何使用自主营销 — Run always-on automated workflows triggered by real contact behavior
- 如何使用内容创作 — Store reusable brand assets, blocks, and copy your whole team shares
- 如何使用分析和报告 — See opens, clicks, revenue, and automation performance in one dashboard
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have run my own ActiveCampaign account for over three years.
I tested every feature in this full tutorial on live campaigns.
Nothing here is copied from vendor marketing pages.
ActiveCampaign is one of the most capable marketing automation platforms available today.
Most users only ever touch the campaign builder.
This How to Use ActiveCampaign tutorial shows you how to use every major feature.
一步一步教你，附带截图和专业技巧。
ActiveCampaign教程
This article walks you through the whole ActiveCampaign platform.
You get started with your first email campaign, then move to advanced automated workflows.
ActiveCampaign
Turn one contact list into automated revenue. ActiveCampaign pairs email marketing with a real CRM, so every message reacts to what your customers actually do. Start free — no credit card required.
ActiveCampaign 入门指南
Before any feature works, finish this one-time setup.
It takes about ten minutes.
Here is my personal experience with the platform first:
现在让我们逐一分析每个步骤。
第一步：创建您的帐户
Go to the ActiveCampaign website and click 开始免费试用.
Enter your email, business name, and the other necessary information.
No credit card required for the trial period.
Don’t worry if your first list is still empty.
✓ 检查点： Check your inbox for the confirmation email.
Step 2: Create Your First List
点击 Lists in the top menu, then Create a list.
Keep a few high-level lists like General Marketing and Newsletter.
以下是仪表盘的界面：
✓ 检查点： Your new list should appear on the Lists page.
Step 3: Add Tags and Import Contacts
点击 联系方式， 然后 标签, to create your first tag.
Tags label your contacts, which makes organizing your audience simple.
Once created, a tag works across every list you own.
Then import contacts from a CSV file and map your fields.
Add an import tag so you can find information about that group later.
Follow the on-screen instructions to finish the import.
✅ 完成： 您已准备好使用以下任何功能。
How to Use ActiveCampaign Email Marketer
电子邮件营销 lets you build a full email campaign without touching code.
以下是使用步骤。
步骤 1：打开“活动”选项卡
点击 竞选活动 in the left menu, then 创建活动.
选择 电子邮件 as your campaign type and name it clearly.
第二步：设计您的电子邮件
Pick a template, then edit the text, images, and buttons.
这就是它的样子：
✓ 检查点： Your email preview should render cleanly on mobile and desktop.
Step 3: Test and Send
Send a test email to yourself, then click Send Now.
✅ 结果： Your first email campaign is live and tracking opens and clicks.
💡 专业提示： Always include one clear call-to-action per email so subscribers know the next step.
如何使用ActiveCampaign自定义落地页
自定义落地页 lets you collect contacts without building anything on your own site.
以下是使用步骤。
Step 1: Open the Pages Builder
前往 网站， 然后 页, and click 创造.
Pick a goal such as lead capture or a product offer.
Step 2: Customize the Layout
Drag blocks to edit headlines, images, and the signup form.
这就是它的样子：
✓ 检查点： The live page URL should load and accept a test submission.
Step 3: Publish and Connect
Publish the page and connect the form to your first list.
✅ 结果： You have a working landing page feeding contacts into your account.
💡 专业提示： Add a tag on submission to see which page sent each contact.
How to Use ActiveCampaign Dynamic Content Creator
动态内容 shows each reader a version of your email that fits them.
以下是使用步骤。
Step 1: Select a Content Block
Open any email, then click the block you want to vary.
Look for the conditional content icon in the block settings.
Step 2: Add Your Conditions
Set a rule based on a tag, list, or custom field.
这就是它的样子：
✓ 检查点： Each preview should swap correctly when you change the test contact.
Step 3: Preview Each Version
Use preview mode to check every variation before sending.
✅ 结果： One campaign now speaks to several audience groups at once.
💡 专业提示： Start with two variations only, then add more once the results make sense.
如何使用 ActiveCampaign 集成人工智能
集成人工智能 helps you write faster and send at smarter times.
以下是使用步骤。
步骤 1：打开 AI 助手
Click the AI icon inside the campaign or automation editor.
Describe your offer, audience, and tone in one short prompt.
Step 2: Review the Draft
Edit the generated subject lines and body copy in your own 嗓音.
这就是它的样子：
✓ 检查点： The send settings panel should show predictive sending as active.
Step 3: Turn On Predictive Sending
Enable predictive sending so each contact gets the email at their best time.
✅ 结果： Your campaigns now go out when each person is most likely to open.
💡 专业提示： Never publish AI copy unedited, since generic wording hurts reply rates badly.
如何使用ActiveCampaign细分和定向功能
细分和目标定位 turns one big contact database into focused audience groups.
以下是使用步骤。
Step 1: Open Contacts
点击 联系方式 in the top menu, then open the search filters.
The platform uses a master list, so tags do most of the sorting.
Step 2: Build Your Conditions
Add filters like opened an email, clicked a link, or has tag.
For example, group everyone interested in one product line.
这就是它的样子：
✓ 检查点： The contact count should update as soon as you add each filter.
步骤 3：保存片段
Name and save the segment so you can reuse it in campaigns.
✅ 结果： You can now target campaigns at people who actually want them.
💡 专业提示： Segment on recent activity dates, not just tags, to protect email deliverability.
如何使用 ActiveCampaign 高级 CRM
高级客户关系管理 is the ActiveCampaign CRM, and it turns contacts into a sales pipeline.
以下是使用步骤。
Step 1: Open the Deals Area
点击 优惠 and create your first pipeline.
Name each stage after a real step in your sales process.
Step 2: Add Your Deals
Create deals from existing contacts and assign an owner and value.
这就是它的样子：
✓ 检查点： Each deal card should show the linked contact and its stage.
Step 3: Automate Stage Moves
Set rules that move deals when a contact takes an action.
✅ 结果： Your sales team and your email marketing now share one record.
💡 专业提示： Log every call and note on the deal so nothing depends on memory.
How to Use ActiveCampaign Autonomous Marketer
自主 营销 keeps your marketing automation running while you work on other things.
以下是使用步骤。
Step 1: Create Your First Automation
点击 自动化， 然后 Create an automation.
The Setup Wizard walks you through the starting trigger.
步骤二：选择触发器
Pick a trigger like subscriber joins list or contact clicks a link.
这就是它的样子：
✓ 检查点： The automation map should show a clear path from trigger to exit.
步骤 3：添加操作并激活
Add emails, waits, and tags, then switch the automation on.
✅ 结果： Your first automation now runs If This, Then That logic on its own.
💡 专业提示： Test the entire automation path with a dummy contact before you activate it.
How to Use ActiveCampaign Content Creator
内容创作 keeps your brand assets in one place instead of scattered files.
以下是使用步骤。
Step 1: Open the Content Library
Find the content manager inside the campaign editor sidebar.
Upload your logo, colors, and product images once.
Step 2: Save a Reusable Block
Build a block, then save it to reuse in future campaigns.
这就是它的样子：
✓ 检查点： Saved blocks should appear in the sidebar of any new email.
步骤 3：与团队分享
Set permissions so teammates can edit approved assets only.
✅ 结果： Every campaign now starts from on-brand pieces instead of a blank page.
💡 专业提示： Name saved blocks by where they are used, like footer or product grid.
How to Use ActiveCampaign Analyzer & Reporter
Analysis & Reporting shows you which campaigns actually earn money.
以下是使用步骤。
第一步：打开报告
点击 报告 in the left menu of the platform.
Start with campaign reports before moving to automation reports.
Step 2: Pick Your Report Type
Choose campaign, automation, deal, or contact trend reports.
这就是它的样子：
✓ 检查点： Your report should show opens, clicks, and revenue per campaign.
步骤 3：连接 Google Analytics（分析）
Enable Google Analytics and check that conversion tracking is active.
✅ 结果： You can now prove which emails grow your business and which do not.
💡 专业提示： Compare reports by send date, since seasonality moves open rates more than copy.
ActiveCampaign 专业技巧和快捷方式
After three years on this platform, here are the tips I actually use.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Save the current email | Ctrl + S |
| 撤销上次编辑 | Ctrl + Z |
| 搜索联系人 | / |
| Duplicate a selected block | Ctrl + D |
大多数人错过的隐藏功能
- Link Click actions: Apply a tag when someone clicks a link, then trigger a follow-up automation.
- Sunset automations: Automatically unsubscribe contacts who have not engaged in 90 or more days.
- Free migration: Support will move your 数据 over from another provider at no cost.
- 训练库： Multilingual courses, 网络研讨会 replays, and quick videos build your knowledge fast.
- App directory: Connect the apps and services you already pay for, like Shopify or Stripe.
ActiveCampaign常见错误及避免方法
Mistake #1: Creating a New List for Everything
❌ 错误： Building a separate list for each offer, lead magnet, and event.
✅ 右图： Use one master list and sort people with tags and segments instead.
Mistake #2: Emailing Contacts Who Never Opted In
❌ 错误： Uploading a bought list and sending your first campaign to it.
✅ 右图： Only send to contacts who consented, which protects your sender reputation.
Mistake #3: Never Cleaning the Database
❌ 错误： Keeping every contact forever because the numbers look better.
✅ 右图： Remove inactive contacts regularly to keep email deliverability healthy.
ActiveCampaign故障排除
Problem: Emails Land in the Spam Folder
原因： Missing domain authentication or a list with too many dead addresses.
使固定： Add your DKIM and SPF records, then remove contacts who never open.
Problem: My Automation Never Triggers
原因： The automation is still in draft, or the trigger only fires once per contact.
使固定： Switch the automation to active and check the runs multiple times setting.
Problem: Imported Contacts Are Missing Details
原因： Your CSV columns were not mapped to the matching custom fields.
使固定： Re-import the same file and map every column before you confirm.
📌 笔记： 如果以上方法均无法解决您的问题，请联系 ActiveCampaign 支持团队。
ActiveCampaign是什么？
ActiveCampaign is a marketing automation and CRM platform for businesses that sell to a list.
Think of it like a mailing list that watches what people do and reacts.
观看这段简短的评测：
它包含以下主要特点：
- 电子邮件营销： Send broadcast and follow-up emails from a drag-and-drop builder
- 自定义落地页： Build hosted pages that collect contacts and feed your lists
- 动态内容： Swap blocks inside one email based on tags or contact details
- 集成人工智能： Draft subject lines and pick send times with built-in AI
- 细分和目标定位： Filter contacts into groups using behavior, tags, and fields
- 高级客户关系管理： Manage deals and customers in a pipeline tied to email data
- 自主营销： Run always-on workflows triggered by real contact behavior
- 内容创作： Store reusable blocks, images, and brand assets in one library
- 分析与报告： Track opens, clicks, revenue, and automation results in one place
如需完整评测，请参阅我们的 ActiveCampaign 评测.
ActiveCampaign 定价
以下是ActiveCampaign在2026年的费用：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 起动机 | 每月15美元 | New users testing email campaigns |
| 加 | 每月 49 美元 | Small teams needing the CRM and landing pages |
| 专业版 | 每月 79 美元 | Growing brands using predictive sending |
| 企业 | 每月145美元 | Large teams needing support and custom reporting |
免费试用： Yes, with no credit card required at signup.
退款保证： No, but you can cancel before the trial ends.
💰 性价比最高： Plus — it adds the CRM, landing pages, and deeper automation.
ActiveCampaign 与其他方案的比较
ActiveCampaign 与其他竞争对手相比如何？以下是竞争格局：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| ActiveCampaign | Email marketing plus CRM | 每月15美元 | ⭐ 4.0 |
| HubSpot | Reporting and scale | 每月 20 美元 | ⭐ 4.5 |
| GoHighLevel | 机构 | 每月97美元 | ⭐ 4.4 |
| 基普 | 小型企业 销售量 | 每月 249 美元 | ⭐ 4.1 |
| 管道驱动 | Pipeline tracking | 每月14美元 | ⭐ 4.5 |
| 星期一客户关系管理 | 初学者 | 每月 12 美元 | ⭐ 4.6 |
| Salesforce | 企业团队 | 每月 25 美元 | ⭐ 4.4 |
| 即刻 | 冷接触 | 每月 37 美元 | ⭐ 4.5 |
快速精选：
- 综合最佳： ActiveCampaign — automation depth at a small business price.
- 最佳预算： Pipedrive — cheap seats if you only need a pipeline.
- 最适合初学者： Monday CRM — visual boards need almost no training.
- 最适合代理机构： GoHighLevel — client accounts and channels bundled together.
🎯 ActiveCampaign 的替代方案
正在寻找 ActiveCampaign 的替代方案？以下是一些最佳选择：
- 🚀 GoHighLevel： All-in-one agency platform with CRM, funnels, and SMS bundled under one flat account fee.
- 💰 Pipedrive： Cheaper pipeline-first CRM for small sales teams that send few marketing campaigns.
- 🎨 Keap： Small business automation with built-in invoicing and payments alongside email.
- ⚡ HubSpot： Free CRM tier and deep reporting, but marketing seats get costly fast.
- 🔒 ClickFunnels： Funnel building first, email second, best for course and offer launches.
- 🧠 民间： Lightweight contact manager for relationship-led teams that hate heavy CRM setup.
- 👶 即刻： Cold outreach at scale with inbox warm-up and strong email deliverability tooling.
- 🏢 ClickUp： Project work plus basic CRM views, good if tasks matter more than campaigns.
- 🔧 星期一客户关系管理： Visual boards your whole team can read without any CRM training.
- 🌟 胶囊型客户关系管理： Simple, low-cost CRM for service businesses tracking a handful of deals.
- ⭐ 洞察： CRM with project delivery built in, useful after the sale closes.
- 🎯 Freshsales CRM： Built-in phone, chat, and AI scoring for inside sales teams.
- 💼 Salesforce： Enterprise power and endless apps, at enterprise price and setup effort.
- 📊 Zendesk： Support-led choice when ticket volume matters more than marketing automation.
完整列表请参见我们的 ActiveCampaign 的替代方案 指导。
⚔️ ActiveCampaign 对比
以下是ActiveCampaign与各竞争对手的对比：
- ActiveCampaign 与 GoHighLevel 对比: GoHighLevel bundles more channels for agencies, but ActiveCampaign wins on email deliverability and automation depth.
- ActiveCampaign 与 Pipedrive 的比较: Pipedrive is the better pure sales CRM, while ActiveCampaign wins when email marketing drives the pipeline.
- ActiveCampaign 与 Keap 对比: Keap adds invoicing and payments, but ActiveCampaign offers cleaner automated workflows and lower entry pricing.
- ActiveCampaign 与 HubSpot 对比: HubSpot has stronger reporting, though ActiveCampaign delivers similar automation for a fraction of the cost.
- ActiveCampaign 与 ClickFunnels 的比较: ClickFunnels builds better funnels, while ActiveCampaign handles ongoing customers and lifecycle campaigns far better.
- ActiveCampaign 与 Folk: Folk is faster to set up, but ActiveCampaign scales when you need real marketing automation.
- ActiveCampaign 与 Instantly 的比较: Instantly owns cold outreach, while ActiveCampaign is built for people who opted into your list.
- ActiveCampaign 与 ClickUp 的比较: ClickUp manages the work, ActiveCampaign manages the customer, so most teams end up using both.
- ActiveCampaign 与 Monday CRM 的对比: Monday CRM is friendlier for beginners, though ActiveCampaign gives you far more email and automation control.
- ActiveCampaign 与 Capsule CRM 的比较: Capsule costs less per seat, but ActiveCampaign combines CRM and campaigns in one platform.
- ActiveCampaign 与 Insightly 的比较: Insightly is stronger after the sale, while ActiveCampaign is stronger at winning the sale.
- ActiveCampaign 与 Freshsales CRM 的比较: Freshsales includes calling, though ActiveCampaign remains ahead on email design and segmentation.
- ActiveCampaign 与 Salesforce: Salesforce fits large enterprises, while ActiveCampaign suits teams who want value without a consultant.
- ActiveCampaign 与 Zendesk: Zendesk is a support tool first, so pick ActiveCampaign when marketing automation is the goal.
立即开始使用 ActiveCampaign
您已学会如何使用 ActiveCampaign 的所有主要功能：
- ✅ 电子邮件营销
- ✅ 自定义落地页
- ✅ 动态内容
- ✅ 集成人工智能
- ✅ 细分和目标定位
- ✅ 高级客户关系管理
- ✅ 自主营销
- ✅ 内容创作
- ✅ 分析与报告
下一步： 选择一项功能，立即试用。
大多数人都是从电子邮件营销开始的。
只需不到5分钟。
常见问题解答
ActiveCampaign 的用途是什么？
ActiveCampaign is used for email marketing, marketing automation, and CRM work. Businesses send campaigns, score leads, and run automated workflows from one account.
ActiveCampaign 容易使用吗？
Yes, for basic campaigns. The Setup Wizard and templates get you sending fast. Automations and segmentation take a few hours of practice.
如何将ActiveCampaign用作CRM？
Open Deals, create a pipeline, and name each stage after your sales process. Then add automations that move deals when contacts click or reply.
How to setup an ActiveCampaign?
Create your account, build your first list, and add tags. Then import contacts by CSV and create a form.
What is ActiveCampaign good for?
It is best for behavior-driven email marketing. Tags, segmentation, and automated workflows let small teams send personal campaigns without extra staff.
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