ActiveCampaign CRM Is on The CRM Sushi Podcast #4

Apr 12, 2017

Wes Schaeffer

ActiveCampaign Marketing Automation CRM Sushi Podcast Entrepreneur

"Finally, marketing automation that's powerful and easy-to-use."

Stream below or right click here to download the episode.

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What You'll Learn In This Episode of The CRM Sushi Podcast...

3 core elements
1. Email Marketing
2. Automation - sequences that segment off of workflows
3. Deals / CRM
Segment on engagement, on source, etc.
Each Contact has its own page along with the history of engagement.
Segment by job title, actions taken, actions not taken,…
Most platforms are list-based while ActiveCampaign lets you segment on anything.
Send based on standard blasts, dates, RSS, split testing, auto responders, and automated sequences.
Pre-built templates, drag and drop, all mobile responsive, hide sections on mobile devices (i.e. for longer content).
No limits on custom fields or Tags.
Video snippet.
Social snippet that links to you or lets them share.
Track opens, clicks, replies, and Google Analytics.
Automation is the power.
“Recipes” are pre-built complete sequences.
Their start triggers are vast and flexible such as
- Web page is visited
- Subscribes
- Unsubscribes
- Field changes
- Enters a pipeline
- Deal stage changes…21 in total.
Send email, site message, SMS, Notify someone internally
A little Javascript code (WordPress plugin) for the site message.
- Slide in, appear, etc.
- Maybe they don’t open your emails but they’re on your site often.
Conditions and Workflows.
- Wait
- If / Else
- Split (Even split [by number or date] or conditional)
- Go to
- Goal (the ultimate conversion)
- Start an automation
- End this automation
- End other automation,
- Webhook
Deals - ConBon style like Trello
Stages
Multiple pipelines for different groups within the company such as course progress, customer service
Can be used like a project management tool.
SMS is built-in with Twillio.
- Enterprise gives 1,000/mo.
- Just sends SMS.
Open API to integrate with other tools as well as Zapier.
Event Tracking.
A bit more technical but powerful.
Elegant and flexible forms:
- Inline
- Floating Bar
- Floating Box
- Modal.
- Drag and Drop.
- WordPress plugin
- Embed
- Link
- WordPress
- Facebook
Drag and drop dashboard.
Wonderful Chrome Extension for Gmail.
Reports:
- All messages
- Automations
- Goals
- Open/Read Trends
- Email Client Trends
- Deals
Great for solopreneurs and the SMB space.
The company is growing > 82 employees.