guide
How Conversations helps create customized customer experiences
Creating customized experiences for your visitors and contacts is all about meeting them where they are in their customer…
Browse Education Resources
All Guides
73 results
guide
How to Maintain Email Deliverability When Switching Marketing Automation Tools
Congratulations! You’ve done the hard work of vetting, testing, trialing, and convincing stakeholders to get to the point where…
guide
Building business best practices through Custom Reports
What is better than understanding your contacts perfectly? The ability to understand how your contacts are interacting and interpreting…
guide
How to Segment Contacts Using Lists, Tags and Custom Fields
Lists and tags and custom fields, oh my! This guide explains how to use all three of these functions together effectively, in order to get the most out of ActiveCampaign's segmentation capabilities.
guide
Using The Campaign Template Library
This guide covers how to use ActiveCampaign's template library to create and save your own custom templates, and walks through how to use your templates in new campaigns and when building automations.
guide
How to Transition from Email Marketing to Marketing Automation
If you're ready to benefit from the additional function and flexibility of marketing automation but aren't sure how to begin the transition, this guide is for you. Here are three actionable steps you can take today to get started.
guide
Building Automations in ActiveCampaign: Best Practices
This is your guide to building modular automations. Rather than building one enormous automation to execute a marketing or sales process, you can break it down into smaller, more manageable “modules.” This guide explains why building modular is the way to go.
guide
Guide to Automation Start Triggers in ActiveCampaign
ActiveCampaign uniquely offers more than 20 start triggers to begin an automation. Learn about them all, and how to leverage them to create powerful automations that help you scale your marketing and sales processes, in this complete guide to start triggers.
guide
Creating Personalized Experiences with Predictive Content
Predictive Content helps you speak to each customer on an individual level from one email. Learn more about how it works below!
guide
What are Custom Deal Fields? How to Add Custom Fields to Deals in ActiveCampaign
Your guide to using custom deal fields in ActiveCampaign. Learn what custom deal fields are and how to use them to capture information in deals and use it to inform your sales process.
guide
Preparing for the GDPR: Collecting Consent
This guide is for email marketers using consent as a lawful basis for processing personal data under the General Data Protection Regulation (GDPR). Learn about consent requirements, and find suggestions for using ActiveCampaign to collect consent from new contacts, ask existing contacts to re-consent, and record and track proof of consent.
guide
How to Use ActiveCampaign with Salesforce to Qualify, Track, and Nurture Leads
We created this guide for our users who also use Salesforce in their business processes. You will learn how to send contact data between ActiveCampaign and Salesforce, so you can use Salesforce as a CRM solution with all the added marketing functionality of ActiveCampaign.
⋯