Get results right away with ActiveOnboarding
Our comprehensive onboarding process makes sure that every customer on a paid ActiveCampaign plan gets all the tools they need to succeed.
Designed to power your growth
Start off on the right track, and hit your marketing goals in no time. With our onboarding process, you get dedicated time with an expert who will run through your business's objectives, and help figure out how ActiveCampaign's powerful features can meet them.
To get the most of your ActiveOnboarding experience and to expedite your setup, we recommend attending an ActiveTraining session prior to your kickoff call.
Schedule your onboarding call today
Onboarding and migration services are for paid customers only. If you do not have an ActiveCampaign account or are still on a trial plan, please contact our sales team.
One-on-one virtual sessions with an Onboarding team member*
Your initial session will focus on your business and goals. Your onboarding team member will show you how ActiveCampaign's intelligent automation can help you hit your objectives, deliver more personalized experiences, and save time and money.
Throughout the onboarding process, we'll cover all the key element of our platform, including the automation builder, integrations with your MarTech stack, email campaigns, and reporting capabilities.
*This session is included with all plan tiers, including Starter and Plus.
Migrate up to 10 objects, including lists, templates, automations, forms, and landing pages
If you’re moving from another email and marketing automation platform, we’ll make sure that your most important data is fully imported into ActiveCampaign–so you’re ready to get going right away.
Strategic planning and guidance on how to use ActiveCampaign to achieve your business goals
We’ll suggest automation and campaign ideas that you can use based on our 950+ pre-built recipes and customer success stories.
A wrap-up call that includes next steps and ongoing customer resources
Before you get going, you’ll have a final chance to check in with our team and ask any questions you might still have. We’re here to make sure you hit the ground running!
What’s included with your plan?
Your onboarding and migration package depends on your plan.
*Onboarding and migration services are for paid customers only. If you do not have an ActiveCampaign account or are still on a trial plan, please contact our sales team.
Frequently asked questions
What is an object?
Objects are defined as the individual components that can be migrated into ActiveCampaign.
1 object is equal to:- 1 list or file import
- 1 form
- 1 landing page
- 1 email template
- 1 automation email
- 1 automation with 10 action steps
What’s excluded from migration?
Please note that we are unable to migrate the following:
- Action steps within automations that do not have a matching function in ActiveCampaign
- Any data that is not associated with a unique email address
- Custom fonts or fonts not supported by ActiveCampaign’s drag and drop builders
- Event and Activity/Email History
- External coding
- Lead scoring
- Logos or design recreations that would require the use of an external design software
- Media libraries
- Specific placement of contacts within an automation
- Reporting data
- Tasks and notes
