Marketing and developing client relationships for small business
July 09, 2020

Marketing and developing client relationships for small business

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

I'm using ActiveCampaign to do marketing and develop relationships with existing clients. It is used as a small business for all clients who attend the physio practice. It addresses problems by automating everything to make sure the client can receive education for their specific problem as they go through a treatment plan. It also saves time by educating leads who sign up on the website so they might become a client without me having to do any work as the emails are sent at set times.
  • Automation of emails and segmenting clients into a few or more different lists depending on their needs and problems.
  • Intuitive interface to create campaigns and automations and can easily see the journey the client or lead will take.
  • Can see when people open their emails and have detailed statistics of that if needed.
  • The interface may feel a bit clunky and slow initially but you get used to it.
  • A few bugs here and there occasionally, such as one of the leads waiting at the last step of automation wouldn't progress in the automation after an extra step was added, while the others would.
  • The fonts for saved email response templates varied for some reason and couldn't be set, so had one that was inconsistent with the font.
  • Had a bug with an email template that would make me unable to save some emails I wrote using it, but this was fixed by the support team.
  • Enough leads who signed up their emails, was able to convert them through automated emails into customers.
  • Provide education and contact to develop relationships with customers and help them understand the kind of physiotherapy we are doing and how it applies to them.
  • Can put things in writing which we can't do in a face to face setting. Saves a lot of time and it provides a better experience for existing customers to receive useful interesting emails, without me having to do anything.
  • Inexpensive for the lower end plan which I have.
Great for any small business where automated emails need to be sent for marketing to potential customers and also existing customers and you want to separate the lists depending on the customer's needs.
I use it on a small scale so don't use all the functions, but a lot of the functionality I see can be used at a very large scale including sales teams, etc.

ActiveCampaign Feature Ratings

WYSIWYG email editor
10
Dynamic content
8
Ability to test dynamic content
8
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
8
List management
9
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
9
Data quality management
8
Automated sales alerts and tasks
10
Calendaring
Not Rated
Event/webinar marketing
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Dashboards
7
Standard reports
Not Rated
Custom reports
Not Rated
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
Not Rated
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated