ActiveCampaign drives the marketing strategies for my coaching business
Updated August 30, 2021

ActiveCampaign drives the marketing strategies for my coaching business

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

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

We are using ActiveCampaign to market our coaching programs and automate thank you messages for registering for our organizational newsletter. ActiveCampaign automates many of the essential marketing touches that we used to have difficulty finding time to do while our client base is growing. ActiveCampaign gives us tools and resources to automate these features without having to be technical gurus.
  • Quickly create workflows to automate campaign messages.
  • Easily integrate with my other tools to keep my contact list updated.
  • Wizard-like templates that help me create technical automations that work.
  • More powerful mobile app.
  • Make sure clients are receiving a touch without me having to commit time to make it happen.
  • Organize my processes for engaging clients and prospects.
  • Linking many of my online tools together to feed my marketing efforts.
ActiveCampaign helped me tie together the products listed above to help me effectively automate most of my back office processes.

Do you think ActiveCampaign delivers good value for the price?


Are you happy with ActiveCampaign's feature set?


Did ActiveCampaign live up to sales and marketing promises?


Did implementation of ActiveCampaign go as expected?


Would you buy ActiveCampaign again?


ActiveCampaign is great for a small business that needs to automate marketing efforts without having a lot of technical expertise in-house. The service allows me to curate and manage my mailing list, automate product marketing messaging, solicit for testimonials, and follow-up with existing clients automatically. ActiveCampaign has saved me time by linking the contacts from survey tools, CRM, and calendar scheduling.

ActiveCampaign Feature Ratings

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

Using ActiveCampaign

1 - Owner, marketer, sales person, coach, consultant. As a one man bansd, I wear all of the hats and Active Campaign lets me keep my marketing going while I am out serving my clients.
If I had a virtual assistant, I might have him or her manage my lists more actively and continue to produce content. But since it is just me, I don't leverage the tool as much as I could.
  • Reaching out to new members of my mailing list
  • Follow-up with old leads
  • Remind current clients of new products or services
  • Connecting it to survey monkey workshop feedback
  • Building templates to simplify campaign development
  • Connections to our back office services
  • Better integrated to our website
  • Automating post workshop feedback process
  • Trying more a/b testing
It is easy to use for a person wearing all the hats in the business with little tech expertise. It makes it easy for me to build powerful tools quickly that integrate effectively into the other tools I use for my business regluarly.

Evaluating ActiveCampaign and Competitors

  • Price
  • Product Features
  • Product Usability
I thought it was economical for the power it delivered. The feature set is rich and provides a lot of power without having to be a mail marketing or techincial guru to get moving quickly.
I would not change my process or the results. ActiveCampaign has been the right resource for us.

ActiveCampaign Implementation

Follow their process and implementation is simple if you've never used a similar system before.
Change management was minimal - It was just me implementing so I didn't have change management challenges to deal with. But I do change management consulting so if you need some help, I know a guy.
  • Adjusting from a manual process to a fully automated one

ActiveCampaign Training

Yes. I just used their webinars and wizards and was up and running in a couple of days.

Configuring ActiveCampaign

For me and my basic needs, it has more than enough features that I can configure to get the results I want.
No - we have not done any customization to the interface
No - we have not done any custom code

ActiveCampaign Support

Quick Resolution
Knowledgeable team
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Poor followup
Problems left unsolved
No. I am not doing anything too complicated that I felt like I needed premium support for. Their ongoing training and support has answered all of the questions I've had and helped me introduce new features and functionality when I wanted or needed it.
I have not had to use their support team directly. Only throught their established help and support channels.
I can answer any question I have at my finger tips with all of the resources that they provide.

Using ActiveCampaign

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • List management
  • Building automation logic
  • Creating messages from templates
  • Integrations
  • Manually updating lists from contacts not in a online acquisition
For many of the same reasons I have already given. I can quickly get strong automations running with little support or additional training or knowledge needed. I can maintain and leverage them with my basic technology skills.

ActiveCampaign Reliability

This is hard for me to rate as a company of 1.
I have never had an issue accessing it when I need it.
I have no complaints with response time and the ease of use to get things done with the system.

Integrating ActiveCampaign

I was able to do everything I wanted to do with Zapier. No muss no fuss.
  • Freshbooks
  • SurveyMonkey
Simple transfer of client data back and forth. I was able to achieve it without issue all on my own.
Follow the directions and stucture your data well. If you do those things you will have no problems.

Relationship with ActiveCampaign

They ansewred all my questions and got me everything I needed to make my decision.
They delivered on everything they said they would and their trial period made it easy to get moving with a head start.

Upgrading ActiveCampaign