Our Services

Tailor-Made Automation, Email Marketing, and Sales Engagement System

Automatically send drip campaigns, manage leads from all sources instantly, and understand your customer acquisition cost by marketing channel.

Automated Drip Campaigns

Find the best ways to grab your audience’s attention. Our email, SMS, and cross-channel tools power relevant experiences that drive more opens, clicks, and actions – so you can always capture the most promising leads.

Assign Tasks and Follow Ups

Our sales engagement automation and CRM tools help you prioritize opportunities, assign tasks, and get back the time to focus on the interactions that drive revenue.

Track Lead and Conversion Sources

Attribute every conversion and find out which campaigns are most effective. Use data to prioritize the most impactful channels.

Understand Real Time KPI’s

Tracking marketing KPIs isn’t about making pretty charts — it’s about having the data you need to optimize your campaigns and make better marketing decisions.

What's Included

Everything You Need to grow Your business and Improve Conversion Rates

  • Multi-step marketing automation
  • Unlimited Automation Triggers and Actions
  • Email Campaigns and Newsletters
  • Web Forms
  • Landing Pages
  • Email and landing page templates
  • A/B Testing
  • Generative AI
  • Conditional Content
  • Predictive Sending
  • Segmentation
  • 900+ integrations
  • Prospecting & retargeting ads
  • Reporting & Analytics
  • Site Tracking
  • Attribution & Conversion Tracking
  • Revenue Reporting

How does our active campaign work?

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How can we help?

FAQs

Looking for more information? Check out our frequently asked questions, or schedule a consultation with one of our experienced marketing strategists below.
What is Active Campaign?

ActiveCampaign is a category-defining Customer Experience Automation Platform that helps over 150,000 businesses in 170+ countries meaningfully connect and engage with their customers. It creates optimized customer experiences by automating many behind-the-scenes marketing, sales, and support processes.

This package is for companies that want to improve their lead and customer experience with:

  • Automated email and text touchpoints that keep your leads and clients engaged
  • A cost-effective, easy to use solution
  • Top-tier tools for every aspect of your marketing

They say you get what you pay for. Advisor Guide marketing’s proven system works for Financial Advisors just like you to customize, train and onboard marketing departments to Active Campaign.

We’ve had many advisors approach us about their confusing and complicated Marketing Softwares wishing they had built a good foundation from the start. Purchasing Active Campaign through Advisor Guide Marketing gives you access to:

  • Live and Video Training and Onboarding Tools. Our team is available to help you with strategy, automation, design and copywriting. Maybe your team has these covered but wants a second opinion, or maybe you have no idea where to start. Our live calls and video trainings cover every aspect of the Active Campaign system and it’s use cases for Financial Advisors.
  • Done For You Templates. Tired of generic templates from cheap marketing services? Our templates are built for the topics you want to talk about, like Taxes, Income Planning, Legacy Planning, Long Term Care Costs, Inflation and more. Prepare for live events, dinner seminars, speaking engagements and more with easy to use Forms, Landing Pages, and email campaigns. The best part is ALL of this data is tracked and stored in Active Campaign to make reporting after your event a breeze.
  • Ongoing Coaching and Client Portal. We offer ongoing coaching and access to our Client Portal, where our Advisor Guide staff integrate seamlessly with your team to address real-time challenges and issues on a weekly or monthly basis. Whether you need advice on marketing strategies or assistance with specific challenges, our Client Portal is available 24/7 for all your questions and inquiries.

Create flawless emails in minutes with drag-and-drop design tools and over 250 pre-built templates.

Create, deploy, and track your landing pages with the ActiveCampaign platform. It’s everything you need to get up and running instantly.

Effortlessly create and embed forms across your ActiveCampaign landing pages and your own sites. We help you get the info you need to grow without disrupting the user journey.

You don’t need to be a developer or a designer to use ActiveCampaign. Anyone can create email marketing campaigns and marketing automations on the platform. Our team offers pre-built templates, live training calls, access to our client portal to ask questions and find helpful tips and tricks, and more! If you still find yourself needing help, you can always reach out to one of our team members via our private client portal.

In most cases Active Campaign will not replace a Financial CRM like RedTail, Wealthbox, or Salesforce. Our instance of Active Campaign is designed to work seamlessly with these systems to transfer leads into your financial CRM once they book a meeting with your team. Active Campaign’s primary focus is to market to your existing lead base and convert them to booked meetings.

I have more questions - how can I talk to someone?

You can reach one of our team members by filling out this form.

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