ActiveCampaign Course

Lesson 1 • Billing, Plans, and Feature Tiers

Map ActiveCampaign's pricing tiers to feature availability so learners choose the right plan. Prevents feature-access surprises during hands-on exercises.

Lesson 2 • Integrations and App Ecosystem

Survey native integrations, the ActiveCampaign marketplace, and API connection options. Positions the platform within a broader marketing technology stack.

Lesson 3 • Core Platform Terminology

Define contacts, lists, tags, custom fields, and pipelines as used in ActiveCampaign. Shared vocabulary prevents confusion when building automations and campaigns.

Lesson 1 • Contact Scoring Basics

Assign numeric scores to contacts based on engagement and profile attributes. Scoring enables sales and marketing teams to prioritize high-value contacts.

Lesson 2 • Lists: Structure and Best Practices

Create and manage lists that reflect audience categories and consent groups. Proper list architecture supports deliverability and compliance with anti-spam standards.

Lesson 3 • Tags and Custom Fields for Segmentation

Apply tags and custom fields to encode behavioral and demographic data on contacts. Enables precise audience targeting in campaigns and automations.

Lesson 4 • Segment Builder and Saved Segments

Build dynamic segments using AND/OR logic across contact properties, tags, and behaviors. Saved segments power recurring campaigns without manual list rebuilding.

Lesson 1 • Sending, Scheduling, and Testing

Send campaigns immediately, schedule them, or use send-time optimization. Pre-send testing catches rendering and link errors before they reach subscribers.

Lesson 2 • Email Builder: Drag-and-Drop Design

Use the visual drag-and-drop builder to construct responsive email layouts. Hands-on design skills ensure emails render correctly across devices and clients.

Lesson 3 • Personalization and Dynamic Content

Insert merge tags, conditional content blocks, and personalization tokens into emails. Personalization increases open and click rates by delivering relevant messages.

Lesson 4 • Subject Lines, Preheaders, and Sender Settings

Configure subject lines, preheader text, from names, and reply-to addresses for each campaign. These settings directly affect open rates and inbox placement.

Lesson 1 • Landing Pages with ActiveCampaign Pages

Build standalone landing pages using the native Pages builder without external tools. Integrated pages pass lead data directly into contacts and trigger automations.

Lesson 2 • Double Opt-In and Consent Settings

Enable double opt-in confirmation emails and configure consent checkboxes for compliance. Proper consent settings protect deliverability and meet anti-spam standards.

Lesson 3 • Form Builder and Field Configuration

Design forms by adding fields, setting required inputs, and styling to match brand guidelines. Well-configured forms reduce friction and improve submission quality.

Lesson 1 • Wait Steps and Timing Controls

Use wait steps, time delays, and wait-until conditions to control message timing. Proper timing prevents contact fatigue and aligns sends with business hours.

Lesson 2 • Conditions and If/Else Logic

Insert if/else conditions to branch workflows based on contact data and behavior. Branching creates personalized paths without building separate automations.

Lesson 3 • Automation Builder Interface

Navigate the visual automation canvas, toolbar, and settings panel. Familiarity with the interface accelerates workflow construction in later sections.

Lesson 4 • Actions: Emails, Tags, and Field Updates

Add send-email, add/remove tag, update field, and notify actions to automation steps. Actions execute the marketing logic that moves contacts through the funnel.

Lesson 5 • Triggers: Starting an Automation

Configure triggers including form submissions, tag additions, email opens, and date fields. The trigger determines which contacts enter and when the workflow fires.

Lesson 1 • Behavioral Triggers and Site Tracking

Use site tracking events and page-visit data as automation triggers and conditions. Behavioral data enables hyper-relevant follow-up based on real browsing intent.

Lesson 2 • Automation Reporting and Optimization

Analyze automation open rates, click rates, and goal completions to identify drop-off points. Data-driven iteration improves sequence performance over time.

Lesson 3 • Automation Chaining and Modular Design

Trigger child automations from parent workflows to create reusable, modular systems. Modular design reduces duplication and simplifies future edits across campaigns.

Lesson 4 • Goal Steps and Conversion Tracking

Insert goal steps to skip contacts ahead when they complete a target action. Goals prevent over-messaging and keep automations aligned with business outcomes.

Lesson 1 • CRM Overview and Pipeline Setup

Create pipelines, define stages, and configure deal fields to match your sales process. A well-structured pipeline gives sales teams clear visibility into revenue flow.

Lesson 2 • Creating and Managing Deals

Add deals manually and via automation, assign owners, and update deal status. Consistent deal management keeps pipeline data accurate for forecasting.

Lesson 3 • Automation-Driven Deal Management

Automate deal creation, stage moves, owner assignment, and task creation from contact behavior. Automation removes manual CRM entry and accelerates sales response time.

Lesson 4 • Tasks, Notes, and Sales Activities

Log tasks, calls, meetings, and notes against deals and contacts in the CRM. Activity logging creates an auditable history that supports team handoffs.

Lesson 1 • Campaign Performance Reports

Read open rate, click rate, bounce, and unsubscribe metrics for sent campaigns. Understanding these metrics reveals content and deliverability improvement opportunities.

Lesson 2 • Contact and List Growth Reports

Track list growth rate, opt-in sources, and churn to evaluate lead generation health. Growth metrics guide investment in top-performing acquisition channels.

Lesson 3 • Custom Reports and Dashboard Building

Build custom report views and dashboards that surface the KPIs most relevant to your goals. Custom dashboards reduce reporting time and align teams on shared metrics.

Lesson 4 • Split Testing and Conversion Optimization

Design and interpret A/B split tests on subject lines, content, and send times. Systematic testing compounds small gains into significant performance improvements.