Follow Up Funnels Adding an Activecampaign Step

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:04

hey there it’s Irina Z and in this video

00:07

we are going to look at follow up

00:09

funnels and adding an active campaign

00:11

step to your follow up funnel so first

00:13

what you’re going to want to do is make

00:15

sure that you have your active campaign

00:16

successfully integrated in as you can

00:19

see right here have a demo account

00:21

integrate it in for active campaign then

00:24

you would just follow the steps to

00:26

integrate it using API so the next thing

00:29

that you’re going to do is go over to

00:31

your action etics follow up funnels when

00:33

you’re in your follow funnel so you

00:35

could either start a new follow up

00:36

funnel for this or you could use an

00:38

already existing follow up funnel so for

00:41

example purposes we’ll just use an

00:43

existent one and add a active campaign

00:47

step to it so you’re going to want to do

00:49

is go ahead and add a new step and

00:50

you’re going to search for active

00:52

campaign as you can see there are

00:54

different integrations you could add in

00:56

but we’re looking for is active campaign

00:58

what you can do is search the apps and

01:00

here it is active campaign once we have

01:03

select an active campaign we’ll be able

01:05

to do a couple different things we could

01:07

add to lists we can add to a list of the

01:09

tag delete from a list or remove a tag

01:11

so in this example we’ll go ahead and

01:14

add to a list now the next screen that

01:16

you will see is to select your active

01:18

campaign account so we have already

01:20

integrated ours right here but if you

01:22

have not done so you’ll be able to do so

01:24

by connecting an account with this

01:26

button so in this case since we have

01:28

already integrated and it is selected

01:31

with a little checkmark we’ll go ahead

01:32

and save and continue and we’ll end up

01:34

in this other screen so in this screen

01:36

is the setup for active campaign for the

01:39

action we’re going to give it a name

01:41

and we are going to choose when we want

01:43

it to trigger so you could choose to

01:45

have a trigger with immediately within a

01:48

certain amount of days or hours so in

01:50

this case we’ll go ahead and set it to

01:51

zero so that the action is taken

01:54

immediately and then we’re going to

01:55

choose a list to add it to now as you

01:58

can see I’m not able to drop anything

01:59

down because I do not have a list set up

02:02

but what you’ll be able to do is select

02:03

a list right over here you’ll also be

02:07

able to set up a push window which is an

02:08

optional feature but it would let you

02:10

set

02:11

specific times to show this message to

02:13

your audience the second optional

02:16

feature is adding filter rules so by

02:18

default we’ll send this to everyone on

02:20

your list or you can restrict the step

02:23

to contacts that meet a set of rules and

02:25

you’ll be able to add the filter for the

02:27

rules right over here and then you will

02:29

go ahead and click Save now you have

02:31

successfully set up an action for active

02:33

campaign on this step you’re gonna make

02:34

sure that everything is in place before

02:37

making it go live so as you can see this

02:39

is our follow up funnel we have an

02:41

active campaign integration which is the

02:43

third party integration we’re going to

02:45

add to a list so right here would add to

02:48

a list you’ll be able to see the list

02:49

you selected which we did not select in

02:52

the previous step because there was no

02:53

list but you’ll be able to see your list

02:55

and you can see that it’s triggering

02:58

immediately after the initial start of

03:00

the follow-up funnel so this right here

03:02

you’ll also be able to set to your

03:04

liking whether it’s days or hours later

03:06

once you have set all of this up you’ll

03:08

go ahead and make this live and you have

03:10

now completed setting up an active

03:13

campaign step in your follow-up funnel

03:15

if you run into any trouble with this

03:17

please reach out to our technical

03:18

support team weaving more than happy to

03:20

help thanks so much

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