Image for post
Image for post

A Simple Illustrated Guide to Email Automation with Active Campaign

What is ActiveCampaign?

ActiveCampaign allows businesses to create automated follow-up sequences and workflows as well as behaviour tracking and tagging.

How is ActiveCampaign useful for Teachable?

The ability to integrate an ActiveCampaign form into your Teachable site is also a massive benefit and can be utilised as the beginning of a much wider marketing campaign. This blog post will teach you just one of the ways ActiveCampaign forms and marketing sequences could be useful for your Teachable site — the integration of an ActiveCampaign form on lead magnet page triggering an upsell email follow on sequence.

Before using this strategy, you must create a lead magnet for your course. This could be a free mini-course or a free e-book — anything that will get your students viewing and using your content, leaving them wanting more — the upsell to your main course.

Image for post
Image for post
Order your Reachable audit today

How to integrate ActiveCampaign with Teachable

Image for post
Image for post

When you enter the ‘Lists’ page. Click ‘Create new list’. ActiveCampaign will prompt you to give your list a name, enter the URL of where the list will be linked to (your Teachable site) and a message to send to students about why they are in this list.

Image for post
Image for post

With the list set up, now you can create your form for the student to download your lead magnet. In our case, this is a free e-book, so the student will be sent an e-book when they fill in the form. Click ‘Forms’ on the left-hand side of the page and click ‘create a form’. ActiveCampaign will prompt you to name your form, pick your form style and to choose what will happen when a user fills in this form. In this case, it will be subscribing the user to the form you just created.

Image for post
Image for post

Add in any data fields you wish to collect in your form. You must include a data field for their email, this will ensure you can upsell the rest of your course via email sequencing. You can also select the option to redirect the student to a new webpage on completion of the form. This can be utilised to send them to your upsell of your full course. When you have completed your form, press ‘ integrate’ at the top right-hand corner of the screen.

Image for post
Image for post

Copy the full embed code

Image for post
Image for post

Sign in to your Teachable site, click on the course you wish to create the lead magnet for, click ‘edit sales page’. Insert a new HTML block.

Image for post
Image for post

Paste the full code into the HTML block.

Image for post
Image for post

Your ActiveCampaign form should now be integrated on your Teachable sales page. It is good practice to test the form works to ensure the name you enter transfers across to the ActiveCampaign list you have created.

Image for post
Image for post

Back in ActiveCampaign, click ‘automations’ on the left-hand side and then ‘create new automation’ in the top left-hand corner. Select ‘start from scratch’ at the top of the pop up and then ‘continue’

Image for post
Image for post

ActiveCampaign will prompt you to select a trigger. This is what is triggered for the student to receive your email campaign. Select ‘Subscribes to a list’, continue and then select the list the student will have entered into when they filled in your lead magnet form.

Image for post
Image for post

Once this is selected. ActiveCampaign will prompt you to set up your email sequence. In this example, the first email should contain the free e-book the student has requested to download. This could also be an email stating that they have successfully enrolled on a free taster course etc.

Image for post
Image for post

Once you have created your first email, you can then create an email selling your full course. This is useful as the student who downloaded your lead magnet is already interested in your content. If they find the lead magnet useful, they will be more inclined to buy your full course when they are emailed information about it. It is good practice to wait a day in between emails so they are not inundated with information. Create as many emails as needed, a good amount is between 3 and 5.

Image for post
Image for post

And that’s it! A fully integrated ActiveCampaign form which leads to an email sequence selling your course. It is recommended to test this process before it goes live.

Like this idea and want to learn other methods of ensuring your course gets on more peoples’ screens? Click here to contact us and we will perform a full audit which details where your digital marketing and sales funnels could be improved

Written by

Making Teachable Reachable through sales funnel solutions! Sell more courses online. https://www.reachable.agency

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store