If you migrated from Keap to ActiveCampaign, there may be information you want to know before you start using your account.
In this article, you'll learn about some of the main differences between Keap and ActiveCampaign
Access to features in this article depends on your ActiveCampaign plan.
Your CRM in ActiveCampaign is named "Deals"
A "deal" is each one of the entries you can create in your CRM. You can open a "deal" for each of your contacts.
"Deals" are organized in pipelines and stages. A deal exists in a stage per pipeline and can be found in several pipelines simultaneously.
If you used to have contacts filtered by companies, you can categorize them in a similar way in ActiveCampaign. You can set a "company" field when you create a new deal. Once you do that, you can get all the contacts and deals of a certain company at once if you
Integrations with third-party tools
You can also integrate third-party tools with your ActiveCampaign account.
If you have been using Infusion’s storefront feature to sell products and services online, you can use any of ActiveCampaign's ecommerce integrations.
Broadcasts in Keap vs Automations and campaigns in ActiveCampaign
The terms we use in ActiveCampaign to refer to emails can be direct or automated campaigns.
Using the email marketing feature in ActiveCampaign, you can send regular campaigns (one-time emails) to a group of contacts or lists, auto-responders that are triggered after someone is added to a list, split campaigns (campaigns that have several variations of the same email), etc.
On the other hand, in ActiveCampaign, you can send campaigns through automations. In automation, you set conditions that determine if a contact should receive a campaign or not, starting points that trigger other actions, apply tags, etc. You can think of an "automation" as a "campaign sequence" in Keap.