Session 1 - Successful Contact Management through the Customer Experience Map

In this session, you’ll start by understanding the journey that your contacts take on their way to becoming customers. This is one of the most important factors of your marketing strategy.  Taking the time to walk through the Customer Experience Map, and brainstorming how you can apply it to your business is a great place to start! 

Once you understand the Customer Experience Map for your business, you’ll focus on effective contact management.  You’ll learn contact organization best practices, including  how to create organizational systems with your lists, tags & custom fields.  This will build the pathways that will help you to create perfect segments for successful message delivery.  

You’ll learn how to use forms to turn visitors into contacts, and walk through effective ways for creating forms and homes for them on your website & social platforms!

Session 2 - Building Messages and Automations

Once you’ve got the foundations squared away, you’ll take a deep dive into Campaign and Automation strategies.

How do you start building email campaigns from scratch? How can you nurture and educate contacts through email automation?  In this session, you’ll: walk through building your first campaign. You’ll learn how to personalize your email campaigns and templates by creating and using custom fields.

In session 2 you’ll dive into everyone’s favorite: Automations. Before jumping in and building them,, You’ll gain an understanding of why you want to build and then focus on the how.  You’ll go  through a few examples of popular automations, which will give you some ideas on how to get creating the best automations for your business

Session 3 - Exploring the CRM & Reporting

In your last session, you’ll take a look at the ActiveCampaign CRM.  This will help you take your Customer Experience Map to the next level by creating pipelines to reflect those processes. Using automation with the CRM will:

• Give you an upper hand in managing your day-to-day
• Save you time by automating repeatable and manual tasks
• Prioritize your outreach by knowing exactly where your contacts are in their journey
• Remove the possibility of human error in data entry or contact updates
• Let you focus on other, more important aspects of your business

You will close out the session with Reporting. Now that you have built out your platform, you’ll want to gather your customer data and gain insights from it! You can learn to report on campaign data, contact trends, sales successes and much more!