How to Do An ActiveCampaign Audit (with Checklist)
What is an ActiveCampaign Audit?
An ActiveCampaign audit is a thorough review of your ActiveCampaign account.
It involves examining your automations, email campaigns, contact lists, tags, custom fields, and other elements to ensure everything is running smoothly and effectively.
The goal is to identify areas for improvement, enhance efficiency, and ensure you are leveraging the full potential of ActiveCampaign’s features.
Who Needs to Conduct ActiveCampaign Audits?
Any business or individual using ActiveCampaign for their email marketing and automation needs can benefit from regular audits.
Whether you're a small business owner, a marketer, or a large enterprise, an ActiveCampaign audit can help you:
Spot any issues in how things are currently set up.
Make sure everything follows the recommended guidelines.
Increase the chances of your emails reaching inboxes and getting opened.
Boost the overall success of your marketing efforts.
How Long Does an ActiveCampaign Audit Take?
The duration of an ActiveCampaign audit can vary depending on the size and complexity of your account.
For smaller accounts with fewer automations and contacts, an audit might take a few hours.
For larger accounts with numerous campaigns and integrations, it could take a few days or even weeks.
It's essential to allocate sufficient time to conduct a comprehensive audit and address any issues that arise.
What Tools Do You Need for an ActiveCampaign Audit?
Conducting an ActiveCampaign audit requires several tools to help you analyze and optimize your account.
Lets take a look at some of these tools and what they can do for you.
ActiveCampaign's Built-in Reporting Tools. Use these to get insights into your email performance, automation metrics, and contact engagement.
Google Analytics. Integrate with ActiveCampaign to track conversions and user behavior on your website.
Litmus. Helps you test your emails across different devices and email clients to ensure they render correctly.
SEMrush. Helps you identify keywords and optimize your email content for better search engine rankings.
Google Sheets. Useful for organizing your audit findings and creating action plans.
How to Do An ActiveCampaign Audit
Conducting an ActiveCampaign audit involves several steps, but here’s how you can create your own ActiveCampaign audit in 10 steps.
Here’s a detailed guide to help you through the process:
1. Create a List of Content Issues to Identify
Start by listing potential issues that could affect your campaigns' performance. This list will guide your audit and ensure you don't overlook any critical areas.
Inactive automations
Outdated email templates
Incorrect tags or segmentation
Ineffective subject lines
Low engagement rates
Broken links in emails
Duplicate contacts
Missing or incorrect custom fields
2. Review Your Contact Lists
Ensure your contact lists are properly segmented and clean. Remove inactive contacts and duplicates to maintain a healthy email list. Verify that your list naming conventions are consistent and make sense for your marketing strategy.
3. Examine Automations
Check all automations to ensure they are active and up-to-date. Review the triggers and actions within each automation to verify they are correct. Look for opportunities to streamline your automations and improve their efficiency.
4. Evaluate Email Campaigns
Review your email campaigns for consistency with your branding. Check for broken links, engaging subject lines, and optimal open and click rates. Analyze the performance metrics and identify areas where you can optimize for better results.
5. Assess Tags and Custom Fields
Ensure all tags are used correctly and are appropriately assigned to contacts. Review your custom fields to ensure they are relevant and properly filled out. Consistency in naming conventions is crucial for both tags and custom fields.
6. Check Deliverability
Review your email authentication settings (SPF, DKIM, DMARC) to ensure your emails are authenticated correctly. Monitor bounce rates, spam complaints, and sending IP reputation to maintain high deliverability rates.
7. Verify Integrations
Ensure all integrations with other tools, such as your CRM, are working correctly. Test the integrations and review API connections to secure them and ensure seamless data flow.
8. Review Segments
Check that your segments are correctly defined and aligned with your marketing strategy. Update segment conditions as needed to ensure accurate targeting.
9. Analyze Forms
Ensure your forms are connected to the correct lists and that form fields are relevant. Check that the form design matches your website branding and that submission success messages are clear and accurate.
10. Evaluate Campaign Analytics
Review your campaign performance metrics, including open rates, click-through rates, and conversion rates. Analyze these metrics to identify trends and areas for improvement. Ensure reports are generated regularly and consider automating report generation for convenience.
Related: ActiveCampaign Onboarding
The Benefits of an ActiveCampaign Audit
Conducting regular ActiveCampaign audits offers several benefits:
Better Performance. Find and fix problems that might be hurting your campaigns.
More Emails Delivered. Make sure your emails get to the inbox by improving email settings and checking delivery rates.
Higher Engagement. Get more people to open and click your emails by improving the content and automation.
Greater Efficiency. Simplify processes and remove unnecessary steps to save time and resources.
Accurate Data. Keep your contact lists, tags, and custom fields clean and correct for better targeting.
Smart Decisions. Use the insights from your audit to make better decisions and improve your marketing strategy.
Finnal Thoughts
An ActiveCampaign audit is crucial because it helps you understand what’s working well and what isn’t in your marketing setup.
By identifying any issues and optimizing your campaigns and automation, you can improve efficiency, boost engagement, and get better results overall.
Additionally, an audit ensures that your data practices comply with the latest regulations, protecting your business from potential legal issues.
If you want to make the most out of ActiveCampaign, I offer comprehensive audit services to pinpoint improvements and enhance your marketing efforts
I’m Dimi,
I’m marketing automation consultant who loves making businesses more efficient. My goal? Helping you save 10-20 hours a week with automation so you can enjoy more freedom in your life.
