How to get started and migrate to ActiveCampaign
Are you looking to get started with ActiveCampign? we know that it is easy to get lost along the way, especially if you are new to email marketing.
So we decided to make this tutorial and guide you on how to create your account, set up the correct settings, and import your contacts to ActiveCampaign.
How to get started with Activecampaign
Create an Activecampaign account
(a) Start by clicking the link below to go to the ActiveCampaign website.
Note: At Leadtutorials, we believe in transparency. If you purchase a paid plan using our referral link, then we will get a small commission at no additional cost to you. In fact, if you use our referral link, you get a 14-day free trial to try all the premium features that ActiveCampaign offers.
Wait, there is more! You will also be qualified for our free email support service, where we help you if you have any issues getting started or migrating to ActiveCampaign.
(b) Enter your email address and click on the get started button.
(c) You will then need to fill out some information about yourself and your company.
- Enter your name and your phone number
- Fill out additional information about your company
- Set up a password, and click on Take me to my account
You will be taken to your ActiveCampaign dashboard. In the dashboard, you can see all the tools, manage your contacts, campaigns, etc.
Add a default From email
A from email is the email seen as the sender for your campaigns. We recommend using a professional email to increase your campaign’s deliverability.
(a) To add default, go to Settings
(b) Click Advanced
(c) Enter your from email address, click submit, and verify your email address.
Add your business address
It’s required by law to include your business address in the emails you send.
(a) Click Settings and click Addresses
(b) Add your company’s address and click Add address
Turn off Activecampagin’s branding
(a) Go to settings
(b) Click Appearance
(C) Scroll down to the bottom of the page and set the toggle to “Off” by clicking it.
(d) Click on the Save Settings button
You have now set up the necessary settings to send your first email, but before we do that, let’s first learn how to manage your contacts in Activecampaign.
How to migrate to ActiveCampaign
If you have been using another email service provider, you must import your contacts into ActiveCampaign in order to send them emails.
Download your list as a file
To import your list to ActiveCampaign, you must first download your contact list from your previous email service provider as a CSV file.
Import the file in ActiveCampaign
(a) Go to Contacts
(b) Click Import
(c) Click Import From File
(d) Select the CSV file and click Open
(e) Scroll down and click Import Now
Set up additional settings
(a) Map the columns from your file to the correct attribute by clicking the dropdown on each field.
- If you don’t wish to import certain data from a column, select “Do Not Import this Field“
- To create a new field directly from the import page, click “[Add New Field]” and follow the prompts
(b) Select the list you want to add contacts to. You can add contacts to multiple lists.
(c) Type the tags you wish to apply to the imported contacts.
- Apply a tag that indicates the source of these contacts to easily find this group of contacts if you need to make any bulk edits to them later.
(d) you can leave the import options as it is and click Import now
ActiveCampaign is a complex platform, but we hope this tutorial helped you to get started and migrate.
