Projects

Case study

Building lifecycle email journeys in ActiveCampaign

How we mapped and shipped onboarding, nurture and renewal journeys in ActiveCampaign for a B2B SaaS scale-up — tied back to Pipedrive.

22 July 2024

Building lifecycle email journeys in ActiveCampaign

A B2B SaaS client had ActiveCampaign installed for two years and was using ~10% of it. The team was sending campaigns, not running journeys. Pipedrive and ActiveCampaign were out of sync.

What we built

  • Lifecycle map. Onboarding, activation, nurture, win-back, renewal — each as a tracked stage with entry and exit criteria.
  • ActiveCampaign automations for each stage, with tagging that survives Pipedrive deal changes.
  • Pipedrive ↔ ActiveCampaign sync so reps see marketing engagement on the deal view, and marketing sees pipeline stage on the contact view.
  • Reporting that ties campaign and journey performance back to pipeline created and revenue closed.

What changed

  • Activation rate up 22% in the first two months
  • Renewal sequence reduced manual rep work by ~10 hours/month
  • Sales and marketing now report on shared, agreed definitions

Want lifecycle journeys built for your team? Book a marketing audit.