You want this to be accountable to your clients
July 14, 2020

You want this to be accountable to your clients

William Ainslie | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

We use ActiveCampaign to send emails, and keep track of the engagement with our emails.
Our clients love the daily interaction with the emails we send and we track different media we include inside our email stories.
Over time we managed to find out which videos our clients love the most, which was long-form podcasts and videos explaining the science behind our services.
  • Email automation.
  • User interface.
  • Reporting.
  • Automation user interface feels a bit slow.
  • Contact management within automations.
  • Greater client interaction.
  • Contact management within automations is a struggle for me.
  • Rest works well.
I prefer ActiveCampaign, it worked seamlessly with the marketing we were doing, sending emails with links inside. It tracked those links well and made it easier for us to include more of them over the years we have been using ActiveCampaign.

The price point for our needs was a good value compared to the other options we used previously.
  • A most crucial aspect for us is making sure we send our clients stories and videos via email every day, except weekends.
  • ActiveCampaign is a good tool to ensure your marketing is on track.
  • Sending emails is smooth and they get delivered reliably.
  • The user interface is clear and keeps you focused.

ActiveCampaign Feature Ratings

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

Using ActiveCampaign

1 - We use ActiveCampaign to manage our clients from service perspective, marketing to potential new clients and to keep track of the interactions we have had with our both our current and potential new clients.
1 - It is important to have attention to detail, and make sure to do the right messages and manage clients well.
  • Marketing.
  • Customer service.
  • Sales.
  • Marketing automation to have writers deliver on time.
  • Managing our "patients" in our professional practice.
  • Give better service to our patients with targeted videos from us.
Love the product! ActiveCampaign is crucial to our professional practice at every step, staying on top of client service and marketing to new clients.

Evaluating ActiveCampaign and Competitors

Yes - Sending manual emails and using workarounds with Gmail, also replaced Contactually, because it served my needs better.
  • Product Usability
  • Product Reputation
ActiveCampaign saved me a lot of time, I was able to replace random notes about clients and which products they used and now I am on top of my client service and marketing like never before. It will not be possible to manage the clients' satisfaction process without ActiveCampaign to keep me accountable.
I am satisfied with the product compared to the other options I considered. ActiveCampaign keeps me on top of my client service and marketing as a professional kinesiologist.

ActiveCampaign Implementation

Very satisfied with our implementation in our professional medical practice, allowing us to be on top of client service, and not miss out on crucial information and insights. Marketing is often neglected in professional practices and ActiveCampaign solved this problem with aplomb.
Not sure - People do not like implementing a new product and getting used to it. It takes careful planning and consideration to "force" people to use it for the first few weeks before it becomes seamless and produce the required ROI, which for us is both time savings (hours per week) and increased income from finally being on top of client satisfaction and marketing correct products to the correct clients at the right time.
  • No issues, have to use the system, which takes getting used to.

ActiveCampaign Training

Yes, it is easy to learn to use. With the use of ActiveCampaign over a two-week timeframe I managed to implement it. The time it takes to set up the email campaigns is worthwhile and is all to do with the "human" factor in writing them and not how well ActiveCampaign works. ActiveCampaign works very well.

Configuring ActiveCampaign

We found ActiveCampaign configurable enough for our professional practice. We changed a few things, in the beginning, to make it easier to implement and as we developed our practice we felt comfortable to add the complex functionality. We will add the additional functionality as we grow - ActiveCampaign makes it easy to grow with our practice.
Use it step by step, and change small things at a time.
Some - we have done small customizations to the interface - Changed the metrics on the interface which was important to us, which changed as our company grew.
No - we have not done any custom code

ActiveCampaign Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I don't need it yet. The support I have received was stellar.
I wanted to change my account name, when my business partner left the company, and they carefully explained to me how the process will work and that I have to be sure I want to change it. I had clarity about the change and made a good decision when they changed it for me.
I received support quickly and they resolved my technical query efficiently.

Using ActiveCampaign

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Email automations.
  • Dashboard.
  • Contact management.
In my professional practice it is an integral and rock-solid addition to our team. Love the time it saved us when we implemented it and now the additional income it gives us from our improved customer service and marketing investments. It is scalable with my professional practice and is very unlikely for us to outgrow ActiveCampaign which is a huge PLUS.

ActiveCampaign Reliability

We are not a big company, and I don't believe we will outgrow ActiveCampaign.
Always been available when we needed to use it.
The email automation setup feels slow.

Integrating ActiveCampaign

Integrations was easy in all situations.
Integration was straightforward because of good documentation.
  • API (e.g. SOAP or REST)
Follow the instructions of the vendor you are integrating with.

Relationship with ActiveCampaign