Patricia works your ActiveCampaign.
Ask her in Slack. She tags the contacts, wires the automation, and drafts the campaign. The broadcast waits until you approve it.
@Pati new leads from the Northwind webinar need a welcome automation, and can the nurture broadcast go to the warm list?
Tagged the 312 webinar leads and built a three-email welcome automation, live and enrolling them now. The nurture broadcast is drafted for the Warm Leads list (1,840 contacts) and held for your review.
- Welcome automation: 3 emails over 5 days, enrollment on the webinar-2026 tag
- Broadcast: subject and preview drafted, pointed at Warm Leads, waiting on your yes
- One flag: 47 of those leads already sit in the customer list, so I excluded them from the welcome
Good catch. Send the broadcast.
Broadcast is out to the 1,840 warm leads and the welcome automation keeps running on its own. First opens are in at 29%. I will post the full breakdown here tomorrow.
Patricia + ActiveCampaign
What she does in ActiveCampaign.
Real actions she takes on your say-so, not a list of API endpoints.
Wire the automation for you
Welcome series, lead nurture, re-engagement. She builds the automation and enrolls the right contacts on a tag, so a new lead gets the sequence without anyone dragging blocks around.
Draft the broadcast, hold the send
The campaign built from your template, subject and preview written, pointed at the right list. Then held. Sending to a client's list waits for your explicit yes.
Tag and field every contact
New contacts tagged by source, custom fields filled, interests grouped. The next automation already knows who it is talking to instead of guessing.
Keep the list clean
She adds contacts to the right list, moves them off the wrong one, and handles duplicates and unsubscribes, so a client's audience stays healthy and deliverability holds.
Move the pipeline along
Deals created, stages updated, notes and tasks added to the record. The light CRM stays current so nobody chases a lead that already closed.
Report what the campaign did
Opens, clicks, and automation performance per campaign and per list, dropped in Slack, so no one screenshots a dashboard to prove a nurture is working.
Say it like you'd say it
Things to ask her on day one.
Tag the webinar leads and build a three-email welcome automation for Northwind
Draft the nurture broadcast to the warm list and hold it for my approval
Move everyone who booked a call into the Sales Qualified stage
Which of Fernbrook's automations has the weakest open rate this month?
Add these 60 contacts to the Northwind list and note they came from the trade show
Better together
ActiveCampaign is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Popular pairings
ActiveCampaign, paired.
See what ActiveCampaign unlocks alongside the other tools your agency runs, each on its own page.
Setup
ActiveCampaign, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect ActiveCampaign
One click per client account you manage. She gets only the access you approve, and you can disconnect her anytime.
ActiveCampaign connected
Ask
Mention @Pati with the job. Tagging, automations, and reporting run on their own; any broadcast waits for your yes.
@Pati Tag the webinar leads and build a three-email welcome automation for Northwind
On it.
FAQ
ActiveCampaign questions, answered.
What can Patricia actually do in ActiveCampaign?
She works with contacts and lists, tags and custom fields, campaigns, automations, deals and pipelines, and contact notes and tasks. In practice: she tags and segments, builds automations, drafts broadcasts, keeps the pipeline current, and reports what performed.
Will she send a broadcast on her own?
No. Tagging, list work, automations, and reporting run on their own, that is the point. Actually sending a broadcast to a client's list waits for an explicit yes in Slack. An automation you already approved keeps enrolling contacts as designed.
Which ActiveCampaign plan do we need?
Any plan works. She connects through ActiveCampaign's official authorization flow, the same way other approved apps do, and only sees the account you connect.
We run a separate ActiveCampaign account per client. Does that work?
Yes, that is the setup she expects at an agency. Connect what you want her in and every client's contacts, automations, and campaigns stay walled off from the rest.
What does the ActiveCampaign integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.