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Using Categories for Marketing Automation with ActiveCampaign and NetSuite
  • September 25, 2020|
  • 4 minute read

Marketing automation is no longer the cool new kid on the block. It’s already a booming and blooming industry, and most marketers worth their salt have been using it for years now.

But here’s the thing: things move SO fast in marketing automation that being responsible for automated campaigns can be a job in itself. That’s if you want to make sure that your campaigns leverage the newest features, of course.

Luckily, you don’t have to create the automation software yourself. There are countless outstanding solutions that you can use. Better yet, you can integrate two or more solutions to take your automation to the next level.

One of our favorite marketing automation solutions comes from our partners at ActiveCampaign. They don’t just know how to create a solution that brings measurable results, and they also have excellent tips and tricks on how to use the most recent automation recipes.

One of their users decided to combine ActiveCampaign with NetSuite, and, of course, they use SyncApps by Cazoomi to do so. Systencess is a Finnish software and digital marketing company that has to be at the forefront of marketing innovation. If you sell this service, you’d better face it, right?

This is what their services in general and automation and integration, in particular, bring to their clients:

Feature highlights for Digital and Marketing Companies

With audiences expecting easy access to your media in various formats anywhere, at any time, and on any device, you have to use the right applications to provide seamless experiences across a multitude of channels and integrate them to automate your business processes.

  • Eliminate hours of manual work by automating business processes.
  • Connect with your clients, partners, or prospects in real-time.
  • B2B and B2C marketing teams can connect to their audiences through an easy-to-use, intuitive point-and-press interface that doesn’t require massive IT support.
  • Super accurate targeting: never target the wrong person with the wrong message or waste money on useless campaigns.

This last point is perhaps the most important: you don’t want to spend ages emailing every lead, one by one, do you? Nor do you want to lose a great marketing opportunity because you didn’t have time to email someone? Yeah, that would be worse.

However, when you use two robust solutions like NetSuite or ActiveCampaign, it can be tough to target contacts and leads from both efficiently.

So we’ve made laser-sharp targeting super easy for all the SyncApps users.

Here’s how easy it is to set this up in the ActiveCampaign for NetSuite integration:

Syncing NetSuite Category to ActiveCampaign for targeted messaging

NetSuite for ActiveCampaign

Systencess, our automation-savvy user, leverages, found a great way to segment contacts in ActiveCampaign.

Usually, when you send a welcome series, you send it to everyone. But Systencess wanted to take personalization one step forward. They tried to pull the contact data from NetSuite and drive them to ActiveCampaign for targeted marketing based on the field mapped in Step 4 of the integration.

They reached out to our Customer Support department for help. Of course, we obliged and helped them make the segmentation they needed:

SyncApps Expose Category Field on Step 4

NetSuite Category Fields

Systencess is one of the SyncApps by Cazoomi subscribers; we have a lot to learn from. We told their brief story here because we believe you can draw some inspiration from it, too.

They are not just marketing automation gurus. They also work with big data and data intelligence. So they know how important it is to make sense of your data. If you just let it “pool” in a data lake, it can be more bothersome than useful.

Key takeaway: don’t just do what everyone else is doing. Segment your lists and your contacts in a way that fits your business model and serves your business goals.The SyncApps by Cazoomi integrations are here to help you turn customer data into your biggest business asset ever.

Not sure how to do that just yet? Book a demo session with one of our integration specialists. We’d be happy to advise you on how to turn the right integration into a well-oiled cash machine!

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