Lesson 6 - Automation Part 2: Setup


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Lesson Summary: Prime The Automation Pump

Now it is time to create your accounts and build the necessary placeholders for our data. We will create your ActiveCampaign account as well as your ClickSend Account. Be sure to use your Unit information rather than your personal information. You want to setup the system to be use for years to come, even after you move on.

Creating the placeholders is similar to when you setup your Master Sheet. Each column header in the Communication tab of your Master Sheet will need to be built as a Custom Field in ActiveCampaign so that the data has someplace to live. I have already built the necessary automation and SMS text message code. They are both available for your to download below and import into your account.

Downloads & Resources

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