ActiveCampaign to Marketing Analists Checklist

Account Setup

Ensure ActiveCampaign account is properly set up and integrated with other marketing tools (e.g., CRM, website analytics).

Double-check accuracy of contact list and segmentations for targeted campaigns.

Review and verify the accuracy of the contact list in ActiveCampaign.
Ensure that contact details are up-to-date and correctly segmented for targeted campaigns.
Make any necessary updates or adjustments to the contact list and segmentations.

Pre-Campaign

Define campaign goals and objectives.

Identify target audience and create customer personas.

Conduct thorough market research and competitor analysis.

Develop a comprehensive campaign strategy and action plan.

Determine key performance indicators (KPIs) for measuring campaign success.

Content Creation

Create engaging and relevant content (e.g., emails, landing pages, forms) based on campaign strategy.

Ensure content aligns with brand guidelines and messaging.

Optimize content for mobile devices and different email clients.

Incorporate personalization and dynamic content elements where appropriate.

Research and incorporate keywords and relevant topics into content

Utilize A/B testing to determine the best content and messaging options

Analyze user interests and behaviors to inform content creation

Monitor user engagement and feedback to further refine content

Integrate multimedia elements (e.g., images, videos, audio) into content

Leverage existing content and repurpose it for different channels

Develop content that stimulates curiosity and encourages further engagement

Utilize storytelling techniques to create compelling and memorable content

Email Campaigns

Set up email templates and ensure they are responsive and visually appealing.

Configure email sending options (e.g., scheduling, frequency, A/B testing).

Test email deliverability and spam score.

Monitor and track email open rates, click-through rates, and conversions.

Automation and Workflows

Create automation workflows based on customer journeys and desired outcomes.

Set up triggers, conditions, and actions within workflows.

Test and troubleshoot automation sequences to ensure proper functioning.

Monitor and track workflow performance and make necessary adjustments.

Landing Pages and Forms

Design and build landing pages with clear call-to-actions and compelling offers.

Create web forms to capture leads and gather relevant information.

Integrate landing pages and forms with CRM or other systems for data synchronization.

Monitor and analyze landing page conversion rates and form submissions.

Campaign Performance

Regularly review campaign performance metrics (e.g., open rates, click-through rates, conversion rates).

Analyze A/B test results and implement improvements based on data-driven insights.

Generate campaign performance reports for stakeholders.

Compare campaign performance against predefined KPIs and benchmarks.

Segmentation and Personalization

Evaluate effectiveness of segmentation strategies and adjust as necessary.

Measure the impact of personalization efforts on engagement and conversions.

Identify opportunities for further segmentation and personalization based on data analysis.

Continuously optimize targeting and personalization strategies.

Automation and Workflow Efficiency

Analyze automation workflows for bottlenecks or areas for improvement.

Monitor key automation metrics (e.g., engagement, conversion, drop-off rates).

Test and optimize workflow elements to enhance efficiency and effectiveness.

Identify opportunities for streamlining and automating manual processes.

Continuous Improvement

Regularly attend training sessions and webinars to stay updated on ActiveCampaign features and best practices.

Seek feedback from team members and stakeholders to identify areas for improvement.

Stay informed about industry trends and emerging technologies in marketing automation.

Continuously refine and enhance ActiveCampaign processes and strategies for better results.