Automations Package A: Setting Up Automation Systems (Using Active Campaign & Zapier) – Diem Tran

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Resource Content

Introduction & Overview

• Introduction
• What Results to Expect
• Software Overview

DIY Active Campaign

• Step 1: Setting Up Deals (4:57)
• Step 2: Setting Up Contact Lists
• Step 3: Create Automations- name it & save it only
• Step 4: Setting Up The Automations- content within automation (14:10)
• Step 5: Create the Emails

Google Sheets

• Step 6: Create Google Sheets

Zapier

• Step 7: Connect Accounts
• Step 8: Creating Zaps
• Zap 1: Any New Ongoing Booking Zap (4:13)
• Zap 2: Canceled Booking Zap (2:21)
• Zap 3: Canceled Recurring Booking Zap (1:04)
• Zap 4: Cleaning Quote Zap (1:05)
• Zap 5: Move Out & Vacation Rentals Zap (1:16)
• Zap 6: New Client One Time Booking Zap (3:24)
• Zap 7: New Lead Zap (2:01)
• Zap 8: Unwanted Client Tag Zap (1:17)

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