ActiveCampaign

Overview

Connect Feathery to ActiveCampaign to automatically create contacts and accounts from your Feathery form submissions. You may set up multiple ActiveCampaign actions at once.

What you need

Background

ActiveCampaign is a customer experience automation (CXA) platform that offers a suite of marketing, sales, and customer relationship management (CRM) tools. It is designed to help businesses automate their marketing and sales processes, personalize customer interactions, and drive engagement and conversions across multiple channels.

Key Features of ActiveCampaign:

  1. Email Marketing: ActiveCampaign provides robust email marketing capabilities, allowing users to create and send personalized email campaigns, newsletters, and automated email sequences. Users can segment their email lists, customize email templates, and track email engagement metrics such as opens, clicks, and conversions.
  2. Marketing Automation: ActiveCampaign offers powerful marketing automation features, enabling users to create automated workflows, trigger-based sequences, and targeted campaigns based on customer behavior, interactions, and demographics. Users can automate lead nurturing, follow-up sequences, and personalized messaging to improve engagement and conversions.
  3. CRM and Sales Automation: ActiveCampaign includes CRM and sales automation tools for managing contacts, leads, and deals effectively. Users can track customer interactions, store contact information, and manage sales pipelines within the platform. Integration with email marketing and automation features allows for seamless lead management and conversion tracking.
  4. Contact Segmentation and Personalization: ActiveCampaign enables users to segment their contacts based on criteria such as demographics, behavior, and engagement level. Users can create dynamic segments, tags, and lists to target specific groups of contacts with personalized messaging and offers, improving relevance and engagement.
  5. Lead Scoring and Qualification: ActiveCampaign offers lead scoring and qualification features to help users prioritize and qualify leads based on their likelihood to convert. Users can define lead scoring criteria, track lead interactions, and identify high-value leads for sales follow-up and nurturing.
  6. Multi-Channel Marketing: ActiveCampaign supports multi-channel marketing campaigns, allowing users to engage with customers across various channels such as email, SMS, social media, and web. Users can create integrated campaigns, track customer interactions across channels, and coordinate messaging and offers for a cohesive customer experience.
  7. Reporting and Analytics: ActiveCampaign provides reporting and analytics tools for tracking campaign performance, customer engagement, and ROI (Return on Investment). Users can generate custom reports, dashboards, and visualizations to measure key metrics, identify trends, and optimize marketing and sales strategies.
  8. Integration Ecosystem: ActiveCampaign integrates with a wide range of third-party tools and services commonly used in marketing and sales, including CRMs, ecommerce platforms, analytics tools, and payment gateways. This allows users to connect ActiveCampaign with their existing workflows and systems seamlessly.

Common Use Cases for ActiveCampaign:

  • Email Marketing and Automation: Businesses use ActiveCampaign for email marketing, automation, and lead nurturing, sending personalized email campaigns and automated sequences to engage with prospects and customers.
  • CRM and Sales Management: Sales teams use ActiveCampaign's CRM and sales automation tools to manage contacts, track leads, and streamline sales processes, improving efficiency and closing rates.
  • Marketing Automation and Personalization: Marketers leverage ActiveCampaign's marketing automation features to create personalized customer journeys, automate repetitive tasks, and deliver targeted messaging and offers based on customer behavior and preferences.
  • Lead Generation and Conversion: Businesses use ActiveCampaign to generate leads, qualify prospects, and drive conversions through targeted campaigns, lead scoring, and follow-up sequences.
  • Customer Engagement and Retention: ActiveCampaign helps businesses improve customer engagement and retention by delivering relevant, timely communications, automating customer lifecycle marketing, and providing personalized experiences across channels.

Overall, ActiveCampaign is a comprehensive CXA platform that offers a wide range of features and capabilities to help businesses automate their marketing and sales processes, personalize customer interactions, and drive engagement and conversions effectively. Its user-friendly interface, automation capabilities, and integration options make it a valuable asset for businesses looking to improve their customer experience and achieve their marketing and sales goals.

How to set up

Navigate to the Feathery form that you want to connect to ActiveCampaign. Click on the Integrations tab.

Open the ActiveCampaign integration and choose the Feathery form event to trigger the ActiveCampagin action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your ActiveCampaign account.

Choose the ActiveCampaign action you want to take (create / update accounts or contacts) and map your Feathery fields to the relevant ActiveCampaign record properties you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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