ActiveCampaign Frequently Asked Questions

Here you’ll find some of the most common questions we receive from prospective clients. If your question isn’t answered here, please let us know!

Check out our ‘Are We a Fit‘ Guide. We’re a great partner, but we’re not always the right choice for everyone. Click the previous link to see if we’re a fit for you.

ActiveCampaign Marketing Automation Audit

We review your ActiveCampaign account and make recommendations on how to improve it.

We’ll review your contacts and make recommendations on segmentation and automations to help you get more leads. We’ll get to know your team and how you use ActiveCampaign and provide input on maximizing what ActiveCampaign does for you.

Some organizations require all of ActiveCampaign’s power, such as B2B companies, which may need CRM capabilities, personalization, and robust reporting. Some organizations are much smaller and only require automation and lead nurturing.

We’ll help you get the most out of your organization based on your specific needs.

We review:

  • Your contacts. Specifically how they’re segmented and tagged.
  • We review your automation sequences to ensure they work properly. We may also suggest improving what you have or what new sequences we believe will help.
  • Lead Scoring. We review what you have set up (if you have it set up). We make recommendations on how to get the most out of your lead scoring and nurturing sequences.
  • Sales Funnel setups. If you’re using the CRM component, we review how you’re using it and how you can improve it.
  • Review any integrations with 3rd party services to ensure things are working as expected.
  • We review tagging structures to make sure they make sense and suggest how to improve them.

ActiveCampaign Team Training

We’ll train your team on using ActiveCampaign effectively, sharing strategies that help you and your team get the most out of this powerful email marketing platform. We can come on-site, but mostly, we train remotely.

ActiveCampaign Setup

We’ll set up ActiveCampaign for you, ensuring you start on the right foot from the very start.

What we do

  • Migrate contacts into ActiveCampaign
  • Set up tagging structure
  • Set up customer segmentation
  • Configure lead scoring
  • Set up CRM
  • Configure and set up automation sequences
  • Setup email templates
  • Integrate with your website

ActiveCampaign Coaching and Strategic Engagements

We consult you and your team on how to get the most out of ActiveCampaign. We’ll meet with you regularly to discuss your ongoing campaigns and how to create effective email marketing campaigns and implement nurturing sequences that attract greater interactions and sales.

ActiveCampaign Ongoing Email Production Support

Done for you ActiveCampaign email marketing support.

What we do

  • We’ll create the emails to go out in your campaigns.
  • We’ll set up any necessary email nurture campaigns.
  • Provide regular updates and strategy sessions to plan your content.

Unfortunately, no. Please work with ActiveCampaign support.

You betcha! We love building custom integrations for ActiveCampaign.

If we’re migrating contacts, having a comma-separated CSV file is vital. Ensuring the data is properly formatted and separating first/last names, emails, and other relevant information is critical.

A marketing plan for what you want helps us configure ActiveCampaign to reach your marketing and business goals and saves us time.

A plan for the different email marketing campaigns and automations you’d like built.

If you do not have these, we will tack on a fixed-fee road mapping phase to help determine these things with you.

One-time ActiveCampaign projects start at $3,000k and go up from there. Ongoing email production and campaign support (where we manage, write, and monitor reporting for your campaigns) starts at $2,500k per month and go up depending on the number of emails we work on and the number of strategic consults required.

We believe in transparency and accountability. You will always know your price because we provide a quote (and not an estimate). If we misunderstand your project, that’s our problem and not yours. We’ll make it right, even at our cost. This is a unique feature of our agency. If you have more questions, please get in touch.

We always bill a fixed fee for our projects. In rare cases, we’ll bill by our day or weekly rates.

For any project less than $10,000, we require full payment upfront. For projects that cost more than $10k, we offer 50/50 or 50/25/25 payment terms.

ACH is preferred, and we offer a slight percentage discount when you pay invoices this way.

We accept credit cards and PayPal, too.

It depends on project complexity.

Low-complexity projects can be delivered in 1 to 5 days.
Projects with complex considerations can take 2 weeks or more to complete. We’re always transparent about our timelines.

No. We have a small team and do all our work in-house. Sometimes we bring on a freelancer to help with low-complexity tasks, in which case we’re transparent about that.

We offer this service for ongoing email production support only.

Yes! We provide training and documentation for any ActiveCampaign project we’ve delivered.

We have some case studies for the work we’ve done. Keep in mind, it may not be specific to your type of business.


Type of business: E-Commerce

What we did: JacketSociety (now JustStyle LA) is an online retailer selling women’s fashion. We helped JS increase its email sales by setting up customer engagement tracking and customer segmentation and implementing onboarding and post-sale follow-up email sequences.

With our work, JacketSociety increased its sales by nearly 40%!

** Customer references available upon request

Brain Health Trainer

Type of business: Coaching, Online Learning

What we did: For Brain Health Trainer, we set up their LMS website and Email Marketing and Automation in ActiveCampaign. We set up a lead nurturing system, automated their sales follow-up cycle, and helped automate their sales.

Our work for Brain Health Trainer has allowed them to put their sales on auto-pilot and receive regular sales from just their emails. Their marketing automation works hard for them, so they don’t have to!

** Customer references available upon request

Premier Canopies

Type of business: E-Commerce

What we did: Premier Canopies is one of the ahem premier canopies retailers in the US. We trained their sales team on how to get the most out of ActiveCampaign, provided documentation, and consulting services

We were able to work with the Premier Canopies team, answer their objections, and provide them with in-depth marketing automation techniques that help ensure they get the most out of their platform. They were using MailChimp before, and now they get regular sales from their nurture sequences and have greatly improved their customer experience with their customers.

** Customer references available upon request

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