Are you contemplating transitioning from ActiveCampaign to HighLevel (also recognized as GoHighLevel) for your funnels, CRM, and marketing automation? In this extensive guide, we’ll guide you through the process of effortlessly moving from ActiveCampaign to GoHighLevel.
First and foremost, why the shift? ActiveCampaign is a superb tool for crafting online sales funnels at $149/mo on the Professional Plan. Nevertheless, GoHighLevel offers considerably more, especially in the offline domain. With GoHighLevel, you can oversee offline sales pipelines and opportunities, making it particularly well-suited for B2B operations rather than B2C.
Here are the steps to seamlessly transition from ActiveCampaign to HighLevel.
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Step 1: Familiarize Yourself with HighLevel. Take the time to acquaint yourself with the HighLevel platform. Explore its features, comprehend its terminology, and recognize essential functionalities for your business. Recognizing the pros and cons of each software is pivotal before shifting from ActiveCampaign to HighLevel.
Step 2: Identify Your HighLevel Champion. It’s recommended to designate someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become an enigmatic black box. The absence of a champion can result in a disorderly system that no one comprehends.
Step 3: Assess Your Current Configuration. Before delving into the transition, evaluate your existing ActiveCampaign setup. Identify crucial funnels, automations, follow-up campaigns, and integrations. This assessment aids in prioritizing elements that require rebuilding in HighLevel.
Step 4: Outline Your Customer Journeys. Utilizing insights from the ActiveCampaign evaluation, map out your customer journeys. Create a Marketing Automation Plan that functions as an “architect’s blueprint” guiding the implementation of HighLevel. This dynamic document evolves with your business. Here is how I formulate Marketing Automation Plans for my clients. Learn more.
Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, initiate the construction of your new funnels and automated processes. Numerous resources on YouTube and HighLevel support are accessible for assistance.
Step 6: Export Your Contacts from ActiveCampaign. When prepared, export your data from ActiveCampaign. Seize this opportunity to eliminate outdated information and commence afresh with the new system.
Step 7: Import Your Data to HighLevel. Following the mapping of customer journeys, import your data into HighLevel. Pay attention to data mapping for precise field alignment.
Step 8: Test and Refine. Before finalizing, conduct thorough testing. Execute test campaigns, inspect automations, and validate data accuracy. Refine until assured that everything functions seamlessly.
Step 9: Train Your Team. Offer comprehensive training on HighLevel, particularly for sales teams. Roll out training gradually, starting with those most tech-savvy. Employ new staff that exhibit a willingness to engage with technology.
Step 10: Supervise and Optimize. After the transition, closely monitor campaigns and customer interactions. Identify areas for optimization and leverage advanced features for improved marketing and sales processes.
Conclusion: Shifting from ActiveCampaign to HighLevel might appear challenging, but with meticulous planning, it can lead to a more advanced and efficient marketing automation system. Follow these steps to optimize the potential of HighLevel for your business.
If you’d like to discuss your specific requirements, feel free to schedule a Discovery Call.
