Behind The Tool: How to Set up Active Campaign
For many tech VAs, growing their footprint can seem impossible, especially without having access to the right tools and tech stack.
Today, in my behind-the-tool series I am going to unpack one powerful, CRM tool that you tech VAs can use to get some transformative results for your clients.
The tool is Active Campaign and many entrepreneurs and business owners are using it. It is easy to use, has powerful automation, and comes at a reasonable price.
I have already covered the core principles that apply to CRMs in my videos before.
So in this video, I am going to use those principles and show you how you use them in Active Campaign.
These include:
✔ Setting up and customizing a campaign
✔ Setting up forms
✔ Managing tags
✔ Using sequences and automation (they are the same thing)
✔ Understanding campaign reports that contain key metrics
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Until next time.