CrowdPower – Marketing Automation For All Types of Companies

CrowdPower - Marketing Automation For All Types of Companies

When it is that we run marketing, we want to be able to measure everything from a visitor enters your website until they leave your website. We want to be able to measure that entire process, however, it can be difficult, though, today’s product showcase, can help you with that. Today’s product showcase is CrowdPower. CrowdPower is mainly focussed on SaaS companies. However, I will show you a lot of examples where you can use it as a consulting business or even a blog.

So without further ado, let’s dive into CrowdPower and let me show you how to set it up. Signing into CrowdPower, this is the first screen that we see, and this is basically the getting started screen. In here, we can get started using CrowdPower, and we have some options here because we need to install the script in order for CrowdPower to track our visitors. Do remember about GDPR in this case. However, taking a look at this, you can see we have a front end and a back-end. We have the Beacon API for the back-end, and we have a simple JavaScript tag for the front-end.

And already here you can see that it does require some coding knowledge in order to really take the full potential of CrowdPower. However, you can still use it without coding or adding events and so on. You can just use it in a more simple way and I will show you how. But as you can also see down here, you have integrations to Segment to Stripe and to Zapier. And we all know that to Zapier it opens up for so many thousands of integrations.

So that’s really great to see. Now, moving on over here in the menu, we have our projects, the platform, automations, broadcast to send out emails, templates and settings. Furthermore, the documentation and the feature requests. In the projects I have right now, one project again Panta.ai, which is the website I use for testing. If I do select this project, we get in here, and we can now see the customers within this project.

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    Already here it’s important to notice that you only see the customers, which means that if someone enters your website and you haven’t set up the right coding for this, they won’t be added in here. It is only when you add the code for creating a new customer, which I will show you in a moment that the customer will enter in here. Now, clicking on a customer in here, you can see that we will be able to see events, recent page views, segments it has been added to in this case, active customers, tags we can use in order to differentiate between the different customers, traits which can be anything from the name email, last seen, IP and so much more.

    Again, it is integrated up to Stripe, so we will be able to see charges the full amount that they have paid to us and so much more. Over here on the events, we can see what they have done on the website when we have set up the tracking correct. It’s very important that we have this one code which I will show you in a moment in order for CrowdPower to track correct. If we do want to edit the traits, we can do that in here where we can see the first name is Phillip in this case.

    The email, first seen, last seen, signed up and so on. In here we can change all of that. Furthermore, we have the page views where we’ll be able to see all the page views for this specific customer. Now, let me show you the code. See, in order to initialise CrowdPower, all you have to do is you have to set in this code, you see right here. Of course, you need to enter your project public key, which you find in the settings and then the tracking can begin.

    However, this one down here, you see identifying a customer is very important because otherwise the customers won’t work in the same way. If I don’t add this code, the website won’t know that it’s me that is entering the website and then it won’t be able to attach all of the events that I do to my profile within CrowdPower. So that’s very important. I do hope in the future that they will remove that because I know via Encharge.io this is possible.

    And the same with Active Campaign. Now back to the platform here, out here we have segments. This is basically where you can differentiate the different customers into categories. Here you can see we have active customers, loyal customers, new customers and slipping away. And we can set up a lot of automation’s and tags and segments that does that when they go into slipping away. It’s because we have a lot of different properties and tags that shows us that this customer is actually slipping away.

    And we maybe need to focus a little bit extra on this customer. For instance, in here in active customers, you can see that we have the rules saying that they need to be last seen within the last 90 days, and they need to last message us in the last 90 days as well. And when they do that, then they enter this segment, which I have done here. I’m last seen four days ago, which means that I am in this segment.

    In here, I would like to be able to choose or and and. So let’s say that these two I just want one of them to be fulfilled. I would like to add an OR but if I want both of them to be fulfilled, I would like to add an and. Moving onto the traits in here, you can see, of course, all of the different traits we have on the customers. You can add more if you have custom traits like a specific user id or a specific information you want to keep on the customer.

    You can add it in here. It’s just important that you also in your backend or in your front-end, add some piece of code that make sure to fill it out within CrowdPower. And creating a trait is very simple. We can create a trait here saying user.address, create the trait and then of course it will be down here. Edit it and then you can see we need to say whether It’s a string, a number, a boolean or a date, we need to say the format, the description and where it needs to be visible here in case it will be visible everywhere.

    Moving on to the events, this one is very important, especially if you are a consulting business or blog. Because an event can be that they sign up for a newsletter, or they download an e-book or something similar. So an event here in this case is a campaign goal is met, they signed up, the resubscribed to a campaign, they logged in and so on. So this is a lot of the events which is pre created in your profile within CrowdPower, and these events without the piece of code on your website are just useless.

    But we can add one here saying newsletter sign up. And as you can see, it’s basically just a name a colour and a description, save event here. And then we have it within events. This I will show you later what we’re going to use it for. Furthermore, we have the tags here where I have added one tag, seven best AI tools, because that’s a newsletter that I have, which means that every time someone signs up for a specific newsletter, they will get this tag.

    And I can then see how many signed up for this specific newsletter. It is very simple to create a new tag, it is just a tag name. And all of these elements I’m showing you here will all be combined in the automations, which I will show you just in a moment. The last one down here is the exports, if we want to, of course, export our customers. Now, moving on to the exciting thing is our automations.

    You can see here I have one automation already, which is signing up for an ebook. It is not a drag and drop like we see it in Active campaign and in Encharge.io, I do really like the visual appeal of that. Here it is just four steps we need to go through, where my trigger here is that they need to perform an event and this event is campaign goal met, for this case I will actually change it to newsletter sign up.

    It can only be repeated once. I’ll now press, save and continue. What needs to happen is that we need to add the tag seven best tools and then we need to wait for 24 hours. And the goal is of course the seven best tools needs to be added because that happens in action. So that is our main goal and it needs to happen within seven days. In our options down here, we can say that only the new customers are able to limit this.

    This can be that we’re running some discount campaign or some new campaign towards new customers. Then we can limit it here. But you do not have to choose to use it here. And then, of course, we can use smart sending, which means that their algorithm will choose to send out the email whenever they think it is the smartest time to do so. Now I will now set up a new automation. I have called it YouTube video, and we have to choose an event again.

    It can be many things, it can be that they performed an event, can be that they visited a page, a specific page we wanted them to can be that they got a new tag from another automation or a tag was removed from them again from another automation or something like that with a segment for this case I’ll just say visited a page. So here we will say that if they visited the page, let’s say, newsletter, it can only be repeated once.

    Then something needs to happen, now what needs to happen is that we need to give them a tag, and then we need to give them an email. So we sent them an email. Again, you need to set up your email settings in order to really use CrowdPower to be able to send out emails without them ending in spam. In the email in here, we can choose to use variables if we want to send to the customer, really personalise the email, we can do that as well.

    We can use all of the variables you see right here, it is hi, customers first name. And if it’s not there, then it’ll just say hi there. I am name that’s my name, the founder of my company and so on. So it is very simple. And as you can see over here, we can choose a lot of different elements for this paragraph. You can see over here that it is basically drag and drop.

    So if I want to add an image in here, I just drag it over and then I choose whatever image I want to add to this email. We can always close down the section over here where we have our settings and our blocks because the entire email is built out of blocks, and we can add a lot of elements like we have seen it from MailChimp, of course, the social icons, if we want to do that and so on. It is quite simple.

    I will just press save for now and I’ll now move on to our goal. And the goal is that they need to have visited the page, of course, again, newsletter sign up. They need to do it within seven days. So this was this will, of course, be fulfilled by the trigger. We can also say that if they visit the newsletter, sign up, we want them to sign up for the newsletter. And that we can do by saying that they need to perform an event, for instance.

    And this event can be that a campaign goal is met, and they need to do it within seven days in this case. We can now press save and continue, and then we can add some options. I will not do this for now. You saw before how it was working. And then again, we can use smart sending. As you just saw, I showed you two different automations. The one before was not sending out any emails. This one is sending out emails, however, it was showing smart sending on both automations, even though the automation before didn’t have anything to do with emails, just a small thing.

    Now, moving on to the broadcasts this one is if you want to send out a newsletter, it is very simple. You just create a broadcast. Let’s call this one first newsletter, then we need to choose. Our segment its just going to be all customers. Then we need to choose the email. I have already chosen the same email and then options. Of course we can choose smart sending and then I can send broadcast, here I really need the schedule option.

    I really need to be able to schedule my email for it to be sent out for specific time because it’s not always that you have time to send out the email when it actually needs to be sent out. Another cool feature could be A/B testing that we could send out 2, 3, maybe 4 different emails in order to see what language or what type of email is working the best. It could be that we send out a very decorative email. We send out a very simple email, we send out a third email, which is just very simple in the language in order to see what performs best with our target group.

    This could really be some cool feature they could add. In the template section down here, it’s just the emails that we have. If I press create template, it is just like we saw before. I’ll just call this one second newsletter. And then again, we are in the email setup here where we can add blocks, we can set the settings, we can add an image. And so much more, as I just shown you before, and these templates we can use in our automations and in our broadcast if we just want to send out an email.

    Furthermore, they have the settings section and in the settings sections we have our API keys, sending domain, which is used for emails, senders custom blocks where you can create a custom block that you can enter into your email. Let’s say that you have something you always say, then you can save time by creating a custom block that you can just drag over. Furthermore, we have integrations in here where you can see, of course, we have some native integrations, which is great.

    And then we have Zapier down here where it has a ton of ton of integrations as we know it. Furthermore, they have a feature request where you can add features that you would like to see within CrowdPower. I could, for instance, say that I wanted the A/B testing within sending out emails and so much more. So they are really open for ideas that you might have. The last element I want to show you is their documentation because they have a rather extensive documentation in here on how you set up CrowdPower and how you use it in the best way.

    I have already shown you this with the JavaScript tag, but I will just show you a little bit more that if you want to create an event can be that they sign up for a newsletter. This is how you do it. It is quite simple, but if you haven’t worked with code before, it can be quite difficult. And that is why I really hope that they in the near future will add a tool so we don’t have to do this.

    For instance, Encharge or Active campaign is actually utilising a lot of the data already to do this without we having to add any code to our website except for the tracking of course. If we want to record a page view can also do that here. This we normally don’t have to do this, the tracking code takes care of. And of course, recording a charge. This is if you integrate with Stripe or a secondary payment system. Furthermore, we have the Beacon API, which is for the back-end, I’ll not deep dive into that.

    It is the same idea as I just showed you with the JavaScript tag and then they have some resources, integrations and so much more. So the integrations and the documentations are rather extensive within CrowdPower. So that’s really great to see.

    Taking a look at the pricing structure of CrowdPower, it is very simple, it is based on the amount of active customers and the amount of monthly emails you can send out. And the good news here is that you can get started completely free.

    You can sign up today and try CrowdPower and test out the entire product without paying. When we compare the pricing structure to the competitors, they are a bit cheaper and that’s because their product is not as developed as the competitors is right now. And this is a great strategy because then they can come in at the market, get a share and get the feedback they need in order to build a better product. And when they have a better product, then they can increase their prices.

    The competitors, as I see it, is Active campaign and Encharge.io. Encharge I have made a video about which you can see up here. Active campaign is definitely the leader in this market, however, Encharge.io is getting very close and it’s great to see CrowdPower also come in here. I definitely think CrowdPower can pull up there and be close to Active campaign and Encharge because they are focussed on events. This means that if you have a SaaS company or you just have a normal blog or consulting business, you can use events in order to track your visitors or your customers.

    An event can be that they sign up for a newsletter, or they do a specific action in your programme or in your software. All of this will make it possible for you to act on it. So let’s say that you want to set up an automation saying that if someone has signed up for this newsletter, I want to send them this email. And by doing this, you save an incredible amount of time on your marketing and on your operations.

    Now, who is this product for? As you have seen, you do need some coding knowledge in order to really release the full potential of CrowdPower. However, I do hope in the future that they will make some sort of tool that will make it possible for all of us to be able to use the full potential of CrowdPower. It could be a small tool where we could basically just click on our website in order to tell CrowdPower that this is an event and this is an event.

    By having a tool like this, they will open up CrowdPower to so many more people, and especially the people sitting in the marketing departments out there. Using CrowdPower you can automate so many of your processes everywhere, from sending out emails to integrations to Stripe to Segment and so much more. Whether you’re running a SaaS company, a consulting business or a blog, you are able to use CrowdPower for your benefit.

    So, yeah, that’s my review of CrowdPower, a great email marketing automation tool where you can also measure your performance. I hope that you liked the video, and if you did, please give it a thumbs up. If you have any questions to CrowdPower or other products you would like me to review, please leave a comment down below. Thank you so much for watching. Let’s catch up on the next one.

    Posted by
    Phillip Stemann

    I have been in the software industry for 10+ years, and I’ve gathered a ton of experience I’m sharing with you. I test out tools each week and share my findings with you, for you to easily choose the right software for your needs. I have so far reviews many types of software and even built software myself, it’s a huge passion for me.