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Troubleshooting ActiveCampaign Integration

This document provides an overview of the technology used to run launches, including terminology like funnels, automations, and tracking codes. It discusses software for building pages and portals like Clickfunnels and Kajabi, and email service providers like ActiveCampaign. It also outlines how the technology is configured for key launch elements like opt-ins, webinars, offers, and testing.

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Rukhshinda
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0% found this document useful (0 votes)
271 views13 pages

Troubleshooting ActiveCampaign Integration

This document provides an overview of the technology used to run launches, including terminology like funnels, automations, and tracking codes. It discusses software for building pages and portals like Clickfunnels and Kajabi, and email service providers like ActiveCampaign. It also outlines how the technology is configured for key launch elements like opt-ins, webinars, offers, and testing.

Uploaded by

Rukhshinda
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Launch Tech Stack
  • Terminology
  • Software
  • Organization
  • The Tech Behind Optins
  • The Tech Behind Webinars
  • The Tech Behind Offers
  • The Tech Behind Launch Offers
  • Testing Tech
  • Tech Theory

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com
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LAUNCH TECH STACK


In this lesson, we’ll do a high-level overview of
the tech that makes launches happen.
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TERMINOLOGY
• ESP - Email service provider. Software that sends out campaign emails,
and features tools that allow for non-manual email sending and follow
up.


• Funnel - A series of web pages connected together. This is what the


customer sees.

• Automation - non-manual process that sends out emails, or performs


certain actions.

• Tracking code - Code inserted into the header section to track optins
and conversions. A must for paid ad users.
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TERMINOLOGY
• Tag - A named tag that is applied to a contact in an automation,
typically used for segmentation.


• Classroom portal - A website which hosts a digital product.


• Integration - A connection between two or more pieces of software so


that they communicate and pass data. Can be either a direct/native
integration, or through a third party, like Zapier.


• Payment processor - Software that takes payments, such as Stripe.

• Delivery - When a product is given to a customer after a purchase.


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SOFTWARE
• Page Builders:
• Clickfunnels. This is what we use at BossBabe.


• Leadpages.


• Instapage.

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[Link]

SOFTWARE
• Email Service Providers:
• Active Campaign. This is what we use at BossBabe.


• Infusionsoft.


• Convertkit.

• Aweber.

• Mailchimp.

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SOFTWARE
• Product Portals:
• Kajabi. This is what we use at BossBabe.


• Teachable.


• Clickfunnels Classroom.

[Link]
[Link]

ORGANIZATION
• Funnels:
• Overall Offer / Function / Year - Month

• Automations:
• Product Name / Function / Year - Month

• Lists:
• Product / Optin Name / From Location / Year - Month

• Tags:
• Product / Optin Name / From Location / Year - Month

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THE TECH BEHIND OPTINS

• Funnel:
• Optin Page.

• Thank You Page.


• Automation:
• Correct list and tag for segmentation and organization.

• Fulfillment email and follow up for nurturing and offer presentation.


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THE TECH BEHIND WEBINARS

• Funnel:
• Integrated webinar optin page.

• Thank you page with the webinar date and time.

• Automation:
• Correct list and tag for segmentation and organization.

• Automation for registration success and pre-webinar nurturing.

• Post webinar automation for those who have not purchased the launch
offer.
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THE TECH BEHIND OFFERS

• Funnel:
• Sales page.

• Checkout page with a payment processor integrated.

• Thank you page.

• Automation:
• List and tags for purchase, allowing for automation segmentation.

• Automation for fulfilling the offer, such as an email, and post purchase
nurturing.
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THE TECH BEHIND LAUNCH OFFERS

• Funnel:
• Sales page.

• Checkout page with payment processor integrated.

• Thank you page.

• Automation:
• List and tags for purchase, allowing for automation segmentation.

• Automation and integration for fulfilling offer, such as a Zapier zap


granting access to a course.
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TESTING TECH
• Use incognito windows to view changes.


• Squeeze your page down to view mobile versions quickly.


• Add +number to your email address to do multiple tests.


(dane+2@[Link])

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TECH THEORY
• There isn’t one right way to setup tech. Every business and offer is
slightly different. It’s ok to start simple, and try out different ideas as
you learn more skills.

• The only wrong way to setup tech is if it does not fulfill its purpose, and
doesn’t function correctly.

• Every business and offer is slightly different, build for what makes
sense for your offer.

• Consider these examples as vanilla ice cream. It’s up to you to add the
sprinkles that work best with your business.


In this lesson, we’ll do a high-level overview of 
the tech that makes launches happen.
LAUNCH TECH STACK
www.getwsodo.com
ww
TERMINOLOGY
• ESP - Email service provider. Software that sends out campaign emails, 
and features tools that allow for non-m
TERMINOLOGY
• Tag - A named tag that is applied to a contact in an automation, 
typically used for segmentation.

• Classroom
SOFTWARE
• Page Builders: 
• Clickfunnels. This is what we use at BossBabe.

• Leadpages.

• Instapage.

www.getwsodo.com
www
SOFTWARE
• Email Service Providers: 
• Active Campaign. This is what we use at BossBabe.

• Infusionsoft.

• Convertkit. 
• A
SOFTWARE
• Product Portals: 
• Kajabi. This is what we use at BossBabe.

• Teachable.

• Clickfunnels Classroom.

www.getwsod
ORGANIZATION
• Funnels: 
• Overall Offer / Function / Year - Month 
• Automations: 
• Product Name / Function / Year - Month
THE TECH BEHIND OPTINS
• Funnel: 
• Optin Page. 
• Thank You Page.

• Automation: 
• Correct list and tag for segmentation an
THE TECH BEHIND WEBINARS
• Funnel: 
• Integrated webinar optin page. 
• Thank you page with the webinar date and time. 
• Aut
THE TECH BEHIND OFFERS
• Funnel: 
• Sales page. 
• Checkout page with a payment processor integrated. 
• Thank you page. 
• A

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