ActiveCampaign Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.

Able to create custom reports to cater to specific metrics and key performance indicators.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Provides features to allow scaling for large organizations.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.

Alerts marketer of the performance of particular campaigns.

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Overview of all media purchases and campaigns in a single interface.

Enables marketer to set metrics by which their campaigns are automatically optimized.

Amount and quality of inventory partner sites on which ads can be placed.

Enables marketers to edit campaigns in bulk as opposed to one piece at a time.

Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.

Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.

Ensures marketer's ad reach and performance is not inflated by bots or spam websites.

Allows marketer to set a limit on how many times a consumer sees their ad.

Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.

Tools offered for creating and optimizing creative components of campaigns.

Supports rich media display and video ads that involve user interaction.

Allows for ads to be placed in mobile apps.

Supports rich media mobile ads that involve user interaction.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Product functionality for social advertising.

Able to target desired audiences based on demographics and behavior variables.

Able to retarget previous impressions to your site across the web to increase conversion rates.

Able to tailor ads based on consumer general region, state or designated market area (DMA).

Able to match the marketer's ad with specific content on a site or page.

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Live human component of conversations.

Quality of interface for designing and customizing conversation maps.

Conversations enacted over social media.

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through text message (SMS).

Conversations enacted through voice assistants.

Conversations enacted through other channels.

Overall quality of customer targeting based on needs or situations.

Creation and modification of customer profiles based on conversations.

Reporting based around specific and overall conversation results.

Capture and organization of leads from conversations.

Success rate of conversations leading to customer purchases.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance

Monitor the behavior of website and online store visitors

Ability to target website visitors based on behavioral patterns

Adapt the selling process to each visitor, including content and pricing

Provide a library of templates for various purposes such as website engagement or e-commerce

Allows users to customize templates and use them on multiple channels easily

Track the performance of different versions of templates and suggest optimizations

Allow users to edit text and themes on email templates

Provide a library of stock images to use for emails

Offer email proofing capabilities

Provide mobile responsive email templates

Recommend products based on order history and online behavior

Provide custom content to website visitors based on their online behavior

Deliver messages targeted at buyers who are about to leave an online store

Optimize search based on the role of the user or inventory availability

Machine learning or artificial intelligence that powers the personalization features of the platform.

Tools to automatically recommend products to a customer based on their viewing or purchasing history.

The ability to test various configurations and recommendations to determine which are most successful with customers.

Tools to create personalized messaging based on customer data collected from purchases or viewing history.

Integrate personalized content and recommendations on websites

Define customized email templates which are sent automatically

Include personalization features that are mobile-friendly and responsive

Offer pre-made email templates

Allow users to create their own email templates

Use drag-and-drop HTML editing to create email templates

Provide analytics reporting so that users can see how their campaigns perform

Allow for users to identify potential issues that would stop their emails from sending

Integrate with email software or email marketing and marketing automation platforms

Ability to share email templates via a link to collect feedback on the created emails easily

Enables users to send mass text message campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text

Offers features for personalizing text messages based on customer information or past behavior

Allows users to establish automated workflows and triggers to deliver transactional text messages

The ability to create and customize marketing campaigns based on user data.

Easily digestible visual representations of data collected by the platform.

Data collected from customers to be analyzed by analytics tools or other e-commerce software.

The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.

Provides pre-designed themes and templates for pop-up messages

Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface

Pop-ups are optimized to display correctly on mobile devices

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history

Ability to trigger time-based or behavior-based pop-up campaigns

Tools for creating split A/B tests

Measure and visualize campaign performance and conversion rates

Integrates with popular CRMs and email marketing software

Integrates with web content management systems

Integrates with e-commerce platforms

Integrates with social networks

Integrates with e-commerce platforms.

Integrates with email marketing providers to share captured lead data.

Allows companies to connect landing pages to their existing domain.

Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.

Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.

Uses machine learning to create an attribution model.

Tracks customer interactions across mobile and desktop.

Allows users to track touchpoints through offline channels, such as events.

Allows the user to create a custom attribution model.

Provides features for B2B marketers.

Provides features for B2C marketers.

Enables marketers to track multiple marketing channels.

Integrates with other sales, marketing, and advertising software.

Provides customizable dashboards that allow users to view and manage data.

Displays attribution data through easy-to-interpret charts and graphs.

Allows users to build custom reports.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Provides pre-built or customizable performance reports

Automates tasks and features for added convenience

Offers a white labeling service for agencies or resellers to customize platform branding

Text enables landline phones so users can receive text messages sent to an existing business number

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Allows users to drag and drop items and content to customize their site's look.

Provides ready-made templates for simplified landing page creation.

Allows users to edit a page's HTML or CSS code, or add custom code.

Allows users to upload and manage content such as photos, videos, and audio.

Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.

Creates mobile responsive pages for optimized viewing on mobile devices.

Gives users insight into unique pageviews, conversions, visitor location and device type, etc.

Optimizes content to increase search engine result rankings.

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications

Enables users to send mass WhatsApp marketing campaigns

Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty

Offers features for personalizing WhatsApp messages based on customer information or past behavior

Allow users to share promotions with subscribers via WhatsApp

Provides automated WhatsApp message replies to recipients

Deliver tailored promotions to specific audience segments

Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API

Allow customers to browse, discover, research, purchase, and complete payment in real-time

Provides analytics on opt-ins, open and delivery rates, and click-throughs

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases