How to find your perfect automation in the

ActiveCampaign Marketplace

Meet Our Speakers

Director of Content Marketing at ActiveCampaign

Benyamin Elias

Marketplace Manager at ActiveCampaign

Cody Lindley

Today’s AgendaHere’s what we’ll cover:

1. What is an automation recipe?

2. Marketplace tour

a. Industry and filtersb. Elements of a recipe page

3. Importing a recipe into your account

4. Preparing your own automation recipes

5. Submitting automation recipes

6. What makes a good recipe?

“Automation recipes have allowed me to re-engage with my audience. I was able to begin with simple recipes to start and move onto more complicated automations to better connect with my customers.”

- Himanshi Munshaw Luhar, Director of FoodieTrails

What is an automation recipe?➔ An automation recipe is a template of

an automation that you can import into your account and customize however you like.

➔ An automation recipe is a stepping stone to your overall business strategy. How will YOU automate your business?

➔ An automation recipe is a way to earn your time back.

What does a recipe include?

Automation Framework Designed Campaigns

All the steps will be laid out in the same way as the source recipe.

Some automation recipes come with ready-to-use email campaigns

Automation Logic

All automation logic will transfer unless it requires information unique to your account, such as custom fields or forms

The ActiveCampaign Marketplace

Over 250+ recipes and growing!

Where do I start?

➔ Featured Section➔ Sorted by Industry➔ Filters include:

◆ Integrates with…◆ ActiveCampaign made recipes◆ Use Case◆ Experience Level◆ Features

What industries are covered?➔ Blogger/Author➔ Consulting/Agency➔ Ecommerce/Retail➔ Entertainment/Events➔ Fitness/Nutrition➔ Online Training/Education➔ Real Estate➔ Software➔ Travel/Hospitality➔ Any industry➔ Other

How about filters?

Use Case:

➔ Sales➔ Ops➔ Marketing➔ Support➔ Other

Experience Level:

➔ Starter➔ Growth➔ Elite

More filters!

Features:

➔ Abandon Cart➔ Blank Fields➔ Conversations➔ Custom Fields➔ Deals➔ Email➔ Site Tracking and more.

Let’s look at filters

Industry: E-commerce/Retail

Use Case: Sales

Features: Email, Goals

This would lead you to: Ecommerce Product Sales Drip Email Series

Another Example

Integrates with: Calendly

Experience level: Starter

That leads you to: Calendly: Notify When Contact Makes Appointment

Even discover new ways to automateUse Case: Ops and Marketing

Industry: Any Industry

Features: Forms, Email

That leads you to: Pre-Webinar Reminder Drip and Post-Webinar Follow Up

Breaking Down the Recipe Page➔ Recipe specifics

◆ Industry, Use Case, Features, Author, Integrates with

➔ A breakdown of the problem it solves➔ Step by step instructions of what the

automation does➔ Suggested Recipes➔ And the import button!

Importing a Recipe

You’ve found the recipe you want, now let’s get it into your account.

Importing a Recipe

➔ Click the Import button and log in, if needed.

➔ Go to your Automations page in AC and click the Purchased section

➔ Complete the Import Wizard➔ Customize as wanted➔ Final check-up➔ Set the automation to

“Active”Get a video walkthrough (and more info) here

Submitting a Recipe

You have automation workflows that have helped your business. Why not share what you've learned to help other people get started? Here’s how!

Submitting to the Marketplace

➔ Click “Manage My Recipes” on the top right of the page to log in.

➔ Go to “Submit recipe”➔ Provide your recipe’s

information➔ Approval process

◆ Any edits/issues will be communicated to you

◆ Or the automation will go liveSee all the steps here.

Tips for effective recipes

1. Focus on why the workflow has worked for you.

2. Be unique!3. Provide a series of proven recipes, not

just a one-off.4. Be clear when one automation needs

to work in tandem with another.

Thank you for tuning in!

We know you’ll find the automation recipe that’s right for you.

Visit: https://www.activecampaign.com/marketplace/