When you use Autocampaign for CRM, it’s easier to make sense of your data and focus on what’s important.

Your audience data is paramount in your journey to ongoing success in any industry. You must learn what excites your audience so that they remain patrons of your company. With each purchase from your company, each email optin, and each button click, you’re gathering vital information on your users.

As your business grows larger you’ll find that you can’t simply use guesswork to make informed decisions from the data you’ve got access to; there’s simply too much data. That’s why our CRM‌ features are built in to Autocampaign–so that you can have easy access to the important metrics while you’re creating that drip-campaign or landing page.

The Benefit of Using Autocampaign’s CRM‌ Features

CRM‌ stands for Customer Relationship Management, and it’s basically a database of information you’ve gathered on your customers. It allows you to identify sales opportunities, record service issues, pull up in-depth customer data when needed and make informed marketing decisions. It’s a treasure trove of insight for learning about your customers.

A key part of using CRM‌ is making it available to all in your company who need it–like a support rep who may need to make important notes about a user’s account or a sales rep who can scope out a prospects social media to come up with a sales angle tailored to the individual.

Gartner predicts that by 2021, it will be the single largest revenue area of spending in enterprise software–the sooner you incorporate CRM into your workflow the better off you are.

For your average one-man-show marketer, a key advantage of CRM‌ is being able to better interpret customer data to better understand their buyers. Doing so allows them to craft better marketing campaigns, and create smarter segments for personalizing content.

For large enterprises this process can be very complex and technically demanding–that’s why Autocampaign integrates with all major CRM‌ solutions for those who require it.

Adding Contacts

Before we can start taking advantage of the ability to gather near-infinite amounts of information on our users, we’ll need to collect their contact info. You can of course import data in the form of an email list, or data from another ESP (email service provider) integration, but the main way will be via forms. There are 2 types of forms you should familiarize yourself with: Campaign and Standalone.

Campaign forms can be the source of a campaign directly whereas Standalone forms must be added to a contact segment before it’s able to be used in a campaign. Both are perfectly acceptable for your automation campaigns–the key difference is in what can be done immediately upon subscribing. If you wanted to send an email with the form data to an admin user each time the form is submitted, you’d use standalone.

To reiterate, Campaign forms: 

  • Can initiate leads into a campaign
  • Cannot perform actions outside of the campaign workflow

And Standalone forms:

  • Cannot initiate a campaign
  • Can perform actions at submission such as changing lead score, modifying contact’s lists, modify contact’s tags, download an asset, send an email, etc

Tags: Nuanced insights about your subscribers

Contact segments are great for stuff like demographics and separating the broadly different interests your users have but what if you need more granular control? Or maybe you want to denote who likes a certain article of clothing you sell (like boots) and access all of the users across segments that like boots. You can use tags; create a tag called ‘Likes boots’ and then incorporate that into your campaign.

You can add a tag to a contact when they do stuff like purchase certain products, open emails with a certain subject, visit some pages more often than others, and so on. The point is to be able to slice your audience a different way for more control over your messaging.

Use what you learn about your users!

The key thing when designing your marketing campaigns is that you keep your actual users in mind. The people who buy your products and open your emails. In order to keep them in mind, you need to study them. Their behavior, their preferences and what motivates them to take action.

Autocampaign offers an impressive amount of contact fields (First name, Email, etc) out of the box but you can also create custom fields for your forms and gathering of information. It can be overwhelming at first so just remember this–it doesn’t need to be complicated. If all you know about your users is that they opted into your email list, then keep on sending emails and try to home in on more insights. Who’s clicking on what links and why might they be doing so?

If you’re not using Autocampaign and you’re looking for an automation platform that comes with CRM, landing pages and email templates, and more, then I suggest you reach out and let us figure out how we can best help!