sales-activecampaign

Name: sales-activecampaign
Author: sales-skills

47installs9forks

How to install sales-activecampaign?

sales-skills/sales/sales-activecampaign

$npx -y skills add sales-skills/sales --skill sales-activecampaign

Installs into the current project.

Summary

ActiveCampaign platform help — marketing automation and CRM for email, SMS, WhatsApp, landing pages, and sales pipelines. Use when automations aren't triggering correctly, CRM pipeline stages need restructuring, lead scores don't reflect real engagement, landing pages or forms ar

Files · 1

View on GitHub

SKILL.md

1	# ActiveCampaign Platform Help
2
3	Help the user with ActiveCampaign platform questions — from Automations and Email Marketing through CRM/Deals/Pipelines, Lead Scoring, SMS, WhatsApp, Landing Pages, Forms, Site Tracking, Transactional Email, Segmentation, Reporting, and AI/Active Intelligence. ActiveCampaign is an all-in-one marketing automation and CRM platform, founded in 2003 by Jason VandeBoom. Chicago-based, 180K+ businesses, 700+ employees. Offers email, SMS, WhatsApp, landing pages, lead scoring, deals/pipelines, and 900+ integrations.
4
5	## Step 1 — Gather context
6
7
8	If `references/learnings.md` exists, read it first for accumulated knowledge.
9
10	Ask the user:
11
12	1. What area of ActiveCampaign do you need help with?
13	- A) Automations — visual workflow builder (triggers, branching, goals, split actions, wait steps)
14	- B) Email Marketing — campaigns (broadcasts), A/B testing, conditional content, predictive sending
15	- C) CRM / Deals / Pipelines — customizable pipelines and stages, deal tracking, tasks, win probability
16	- D) Lead Scoring — AI-powered contact and deal scoring, multiple scoring models
17	- E) SMS — automated SMS in workflows, SMS campaigns, two-way SMS
18	- F) WhatsApp — WhatsApp messaging channel in automations
19	- G) Landing Pages — 56 templates, drag-and-drop builder, form integration, custom domains
20	- H) Forms — inline, floating bar, modal, floating box, conditional fields
21	- I) Site Tracking — track website visits per contact, trigger automations based on site behavior
22	- J) Transactional Email — Postmark-powered transactional email add-on
23	- K) Segmentation — tag-based, list-based, engagement-based, behavioral, deal-based
24	- L) Reporting — campaign analytics, automation reports, deal reports, attribution, custom reports
25	- M) AI / Active Intelligence — predictive content, predictive sending, autonomous marketing workflows
26	- N) Conversations — live chat and chatbot (legacy, being sunset)
27	- O) API / Integrations — REST API, webhooks, 900+ integrations
28	- P) Account / Billing — plans, pricing, contact-based billing
29	- Q) Something else — describe it
30
31	2. What's your role?
32	- A) Small business owner / solopreneur
33	- B) Email / lifecycle marketer
34	- C) Developer / engineer
35	- D) Agency / freelancer
36	- E) Sales / revenue operations
37	- F) Other
38
39	3. What are you trying to accomplish? (describe your specific goal or question)
40
41	If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
42
43	Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.
44
45	## Step 2 — Route or answer directly
46
47	If the request maps to a specialized skill, route:
48	- General email marketing strategy / best practices -> `/sales-email-marketing`
49	- Cross-platform email deliverability (not ActiveCampaign-specific) -> `/sales-deliverability`
50	- Email open/click tracking strategy -> `/sales-email-tracking`
51	- Lead scoring strategy / models (not ActiveCampaign-specific) -> `/sales-lead-score`
52	- Connecting ActiveCampaign to other tools via middleware -> `/sales-integration`
53	- Klaviyo-specific questions -> `/sales-klaviyo`
54	- Customer.io-specific questions -> `/sales-customerio`
55	- Mailchimp-specific questions -> `/sales-mailchimp`
56	- Postmark-specific questions -> `/sales-postmark`
57
58	Otherwise, answer directly from platform knowledge using the reference below.
59
60	## Step 3 — ActiveCampaign platform reference
61
62	Read `references/platform-guide.md` for detailed module documentation, pricing, integrations, and data model.
63
64	You no longer need the platform guide details — focus on the user's specific situation.
65
66	## Step 4 — Actionable guidance
67
68	Based on the user's specific question:
69
70	1. Building an automation workflow with lead scoring:
71	1. Navigate to Automations > Create an A

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sales-activecampaign

47installs9forks

View on GitHub

How to install sales-activecampaign?

sales-skills/sales/sales-activecampaign

$npx -y skills add sales-skills/sales --skill sales-activecampaign

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# ActiveCampaign Platform Help
2
3	Help the user with ActiveCampaign platform questions — from Automations and Email Marketing through CRM/Deals/Pipelines, Lead Scoring, SMS, WhatsApp, Landing Pages, Forms, Site Tracking, Transactional Email, Segmentation, Reporting, and AI/Active Intelligence. ActiveCampaign is an all-in-one marketing automation and CRM platform, founded in 2003 by Jason VandeBoom. Chicago-based, 180K+ businesses, 700+ employees. Offers email, SMS, WhatsApp, landing pages, lead scoring, deals/pipelines, and 900+ integrations.
4
5	## Step 1 — Gather context
6
7
8	If `references/learnings.md` exists, read it first for accumulated knowledge.
9
10	Ask the user:
11
12	1. What area of ActiveCampaign do you need help with?
13	- A) Automations — visual workflow builder (triggers, branching, goals, split actions, wait steps)
14	- B) Email Marketing — campaigns (broadcasts), A/B testing, conditional content, predictive sending
15	- C) CRM / Deals / Pipelines — customizable pipelines and stages, deal tracking, tasks, win probability
16	- D) Lead Scoring — AI-powered contact and deal scoring, multiple scoring models
17	- E) SMS — automated SMS in workflows, SMS campaigns, two-way SMS
18	- F) WhatsApp — WhatsApp messaging channel in automations
19	- G) Landing Pages — 56 templates, drag-and-drop builder, form integration, custom domains
20	- H) Forms — inline, floating bar, modal, floating box, conditional fields
21	- I) Site Tracking — track website visits per contact, trigger automations based on site behavior
22	- J) Transactional Email — Postmark-powered transactional email add-on
23	- K) Segmentation — tag-based, list-based, engagement-based, behavioral, deal-based
24	- L) Reporting — campaign analytics, automation reports, deal reports, attribution, custom reports
25	- M) AI / Active Intelligence — predictive content, predictive sending, autonomous marketing workflows
26	- N) Conversations — live chat and chatbot (legacy, being sunset)
27	- O) API / Integrations — REST API, webhooks, 900+ integrations
28	- P) Account / Billing — plans, pricing, contact-based billing
29	- Q) Something else — describe it
30
31	2. What's your role?
32	- A) Small business owner / solopreneur
33	- B) Email / lifecycle marketer
34	- C) Developer / engineer
35	- D) Agency / freelancer
36	- E) Sales / revenue operations
37	- F) Other
38
39	3. What are you trying to accomplish? (describe your specific goal or question)
40
41	If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
42
43	Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.
44
45	## Step 2 — Route or answer directly
46
47	If the request maps to a specialized skill, route:
48	- General email marketing strategy / best practices -> `/sales-email-marketing`
49	- Cross-platform email deliverability (not ActiveCampaign-specific) -> `/sales-deliverability`
50	- Email open/click tracking strategy -> `/sales-email-tracking`
51	- Lead scoring strategy / models (not ActiveCampaign-specific) -> `/sales-lead-score`
52	- Connecting ActiveCampaign to other tools via middleware -> `/sales-integration`
53	- Klaviyo-specific questions -> `/sales-klaviyo`
54	- Customer.io-specific questions -> `/sales-customerio`
55	- Mailchimp-specific questions -> `/sales-mailchimp`
56	- Postmark-specific questions -> `/sales-postmark`
57
58	Otherwise, answer directly from platform knowledge using the reference below.
59
60	## Step 3 — ActiveCampaign platform reference
61
62	Read `references/platform-guide.md` for detailed module documentation, pricing, integrations, and data model.
63
64	You no longer need the platform guide details — focus on the user's specific situation.
65
66	## Step 4 — Actionable guidance
67
68	Based on the user's specific question:
69
70	1. Building an automation workflow with lead scoring:
71	1. Navigate to Automations > Create an A

People who liked this also viewed

6 picks

Type