Patricia works your ActiveTrail.
Ask her in Slack. She drafts the email or the text, lines up the group, and shows you the numbers. Nothing sends until you say so.
@Pati how did Fernbrook's last email do, and can you draft this week's with an SMS reminder?
Last one performed, and this week is drafted both ways:
- Last email: 38% open, 5.1% click across 7,400 contacts
- This week's email is built from your template and pointed at the Active group (4,900)
- SMS reminder drafted too, 152 characters with an opt-out, ready when you are. Both wait on your yes
Send the email now, hold the SMS for Thursday.
Email is out to 4,900 and opens are climbing. The SMS is staged and I will bring it back here Thursday for your go. Full report lands Friday.
Patricia + ActiveTrail
What she does in ActiveTrail.
Real actions she takes on your say-so, not a list of API endpoints.
Draft email and SMS together
One campaign, both channels. She builds the email from your template and writes the matching text, pointed at the right group and ready for your read.
Send only after your yes
Email or SMS, nothing goes out until you approve it. She stages the send to a group so the last step is one word from you.
Line up the right group
She reads your contacts and groups and picks exactly who a send should reach, so an offer lands with the people it is meant for.
Read the automations
She pulls the marketing automations so you know what sequence a client is in and where a contact sits, without opening the builder.
Report what landed
Opens, clicks, and send stats per campaign across email and SMS, so a client update is about results instead of a dashboard screenshot.
Keep both channels in step
Because she sees email and text side by side, a reminder text backs up the email it belongs to instead of arriving out of sync.
Say it like you'd say it
Things to ask her on day one.
How did Fernbrook's last email campaign perform?
Draft this week's email and an SMS reminder, and hold both for me
Which group should this offer go to based on who opened last time?
Show me what automation Northwind's new subscribers are in
Send the email to the Active group and stage the text for Thursday
Better together
ActiveTrail is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
ActiveTrail, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect ActiveTrail
One secure connection. She gets only the access you approve, and you can disconnect her anytime.
ActiveTrail connected
Ask
Mention @Pati with the job. She drafts and reads on her own; sending a campaign, email or SMS, waits for your approval.
@Pati How did Fernbrook's last email campaign perform?
On it.
FAQ
ActiveTrail questions, answered.
What can Patricia actually do in ActiveTrail?
She reads email and SMS campaigns and their stats, reads contacts and groups, drafts a campaign, sends one to a group, and reads marketing automations. In practice: she builds the send across both channels, lines up who it reaches, and reports what landed.
Will she send a campaign on her own?
No. Drafting, reading stats, and reading automations run on their own, that is the point. Actually sending an email or a text to a client's group waits for an explicit yes in Slack.
What access does she need?
She connects through ActiveTrail with the access you approve, the same way other approved tools do, and only sees the groups you connect. Disconnecting takes one click.
We run a separate ActiveTrail account per client. Does that work?
Yes, that is the setup she expects at an agency. Connect the account you run for each client and their contacts, lists, and campaigns stay walled off from every other client.
What does the ActiveTrail 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.