Automation for SMBs
ActiveCampaign is an excellent solution for SMBs looking to professionalise their email marketing and automation.
Although it’s also billed as a CRM, I found that it doesn’t do everything we need it to do in the way that we process our leads; nevertheless, it’s a fantastic tool for creating and implementing newsletters and email marketing campaigns.
Over the years I’ve personally used Aweber, Mailchimp, ConvertKit, Hubspot, Emma and Campaign Monitor for email marketing either for ourselves or for clients. The majority of them are excellent and all have their own strengths. In particular, I like MailChimp’s editor and I think Campaign Monitor is beautiful to use; however, what I really like about ActiveCampaign is its tagging feature, which makes organising contacts into different segments much, much easier. I also find the visual editor for automations (I tend to call them recipes!) easy to use as I’m a very visual thinker.
By automation, I mean a series events that are trigged by a lead or prospect initially filling out a form, such as subscribing to a newsletter or downloading an ebook.
On this week’s podcast, I talk through some of the ways that we’re using ActiveCampaign at Moondog, its strengths and encourage you to find your own solution for automation.
As I mentioned above, ActiveCampaign’s CRM doesn’t do all I want it to do. Or at least, Contactually makes the whole process easier and gets in front of my face successfully and makes sure I take the actions I need to.
I discovered Contactually after looking and looking for the right CRM solution. I tried just about everything I could get my hands on without going over way over budget and trying Enterprise solutions.
The reason I settled on Contactually was that I immediately got the way it works and, more importantly, it got me taking action almost immediately. Straight away I saw the benefits and started to garner results.
Contactually starts out by getting you to create a master contacts list by connecting your email and social media. Then, it works with you to organize your most valuable relationships into what it calls “Buckets”. After that you go about easily creating customized reminders that alert you when too much time has passed between interactions.
By responding to reminders each day, I quickly discovered new opportunities and got drastically better at nurturing leads.
It might not scale for your business, but it suits Moondog seamlessly and I’m very, very happy with it.
Play nicely now!
To get ActiveCampaign subscribers into Contactually isn’t difficult. You can use Zapier to bounce contacts into Contactually and once there, you can add them to buckets and really start to nurture them. It’s not perfect, but Moondog don’t have a massive client base. We’re a small marketing agency and right now, this combination suits our needs.
This episode won’t tell you everything you need to know about automation, CRM and email marketing but it will give you an insight into where we are at and what we’re doing with some of the most affordable and dynamic tools out there.