Setting up ActiveCampaign for raising capital.

Congratulations on taking the first step. Get started with the introductory video below.
Part #1

Intro + Objects

  • An intro to Active Campaign, a marketing automation platform and CRM system
  • We will explore the commonalities of these systems, specifically the objects and fields
  • We will highlight the standard objects in Active Campaign, such as contacts, accounts, and deals
Part #2

Default + Custom Fields

  • Introduction to the concept of fields in ActiveCampaign
  • Explanation of default fields, which are pre-defined and unmodifiable
  • Discussion of custom fields and their role in storing specific data tailored to user needs
Part #3

Email Templates

  • Guiding users through the navigation and customization of email templates in ActiveCampaign
  • Exploring various methods to access email templates
  • Emphasizing the process of personalizing and modifying templates for effective communication
Part #4

Deal Pipelines

  • Exploring the functionality of deal pipelines in ActiveCampaign
  • Customizing investor commitment stages and their order for tailored tracking
  • Demonstrating the ease of managing commitments by dragging and dropping them within each stage
Part #5


  • Explanation of ActiveCampaign automations, with a focus on the "Sync Changes into Deal Field" automation
  • Discussion of the two methods for creating automations: starting from scratch and using pre-made recipes
  • Providing insights into how these automations streamline processes and enhance efficiency within ActiveCampaign
Part #6

Deal Record Views

  • Exploring Deal Records within ActiveCampaign
  • Understanding how GPs and Fund Managers utilize Deal Records
  • Highlighting their role in tracking financial commitments and investment activities
Part #7

Setting up Forms

  • Setting up forms in ActiveCampaign, including triggers and sequences.
  • Emphasizing the importance of keeping fields separate for data collection
  • Focusing on capturing accreditation requirements and collecting relevant data
Part #8


  • Going live in ActiveCampaign
  • Embedding forms on your website

GP Flow integrates with ActiveCampaign to keep all your investors in sync

Keep your Single Source of Truth
Seamlessly sync contacts from your CRM to GP Flow, ensuring consistent and up-to-date information.
Stay Informed about Your Investors
Automatically track investor activity within your CRM, including distributions, downloads, and subscriptions.
Simplify your Investor Onboarding
Trigger e-signatures and funding requests directly from your CRM pipelines, saving time and manual effort.
Schedule Demo