ActiveCampaign Multi-Channel Journey Setup (Delivery)

ActiveCampaign Multi-Channel Journey Setup (Delivery)

1. 01

   Create a new campaign from the Campaigns tab and select 'Journey' as the campaign type.

   Navigate to Campaigns > Create Campaign > Journey. This opens the visual journey builder where you can add email, SMS, and WhatsApp actions.

2. 02

   Add a trigger (e.g., 'Subscribes to a list' or 'Submits a form') from the trigger panel on the left.

   Choose a trigger that matches the client's goal. For example, use 'Subscribes to a list' for a welcome series. The trigger defines when the journey starts.

3. 03

   Drag an Email action onto the canvas and configure it using the AI Content Generator.

   Click the email action, then select 'Generate with AI'. Upload the client's brand kit (logo, colors, fonts) under Settings > Brand Kit to ensure brand memory. The AI will generate on-brand email copy.

4. 04

   Add a condition node to segment contacts based on behavior (e.g., 'Opened email' or 'Clicked link').

   From the Conditions panel, drag a 'Wait for condition' node. Set conditions like 'Opens email' or 'Clicks link' to branch the journey. This uses ActiveCampaign's behavior-triggered segmentation.

5. 05

   Insert an SMS action for contacts who meet the condition, using the SMS channel.

   Drag an SMS action onto the branch. Configure the message text and select a sender number. SMS is available on Plus and Pro plans.

6. 06

   Add a WhatsApp action for high-intent contacts, using the WhatsApp integration.

   Drag a WhatsApp action onto another branch. Connect your WhatsApp Business Account via the Integrations page. WhatsApp messaging is supported on Pro plans.

7. 07

   Set a goal (e.g., 'Make a purchase' or 'Book a demo') to track journey success.

   Click the Goals tab in the journey builder and define a goal based on a custom event or deal stage. This enables reporting on conversion rates.

8. 08

   Publish the journey and monitor performance in the Journeys dashboard.

   After publishing, view real-time analytics in the Journeys dashboard. Check engagement rates, conversion metrics, and deliverability alerts. Adjust conditions or content based on performance.