Setting up ActiveCampaign for raising capital.
Congratulations on taking the first step. Get started with the introductory video below.
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
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
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
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
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
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
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
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.