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ActiveCampaign: crm features and setup
A marketing automation platform for creating customer journeys based on information and behavior. It lets you connect messages, segments, and apps to plan relevant follow-up.
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Overview
A good marketing journey includes stopping points as well as a beginning. Someone who has booked a call or completed a purchase should not keep receiving the same sequence intended for a new prospect. Map the events coming from the CRM or commerce system and decide which ones change the journey. During a pilot, check the actual event sequence, especially if an update arrives late or the same integration sends it again.
Features
- Personalized marketing email flows
- Audience segmentation and automation
- CRM and commerce integrations
Business uses
- A content series for a prospect based on an action they took on the website
- Stopping a sales sequence after a customer completes a purchase
Getting started
- Define clear entry and exit events for the first journey.
- Add a test contact to the journey, then trigger the exit event you chose, such as a verified status change in the source system.
- Check that future messages reflect the new status and that sending the same event again does not return the person to the beginning of the sequence.
What to check
- Check how duplicate events are identified and whether a contact can re-enter the same journey.
- Check which plan includes the channels and capabilities you intend to connect.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.