ActiveCampaign CRM Is on The CRM Sushi Podcast #4

April 13, 2017

“Finally, marketing automation that’s powerful and easy-to-use.”

Stream below or right click here to download the episode. 

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • 3 core elements

    • Email Marketing

    • Automation – sequences that segment off of workflows

    • 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.

Catch Up on Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast