SOCi and ActiveCampaign Balance Personalization & Automation

Soci has announced a new collaboration with ActiveCampaign, which fuses both companies’ AI-driven tools into an automation and time-saving resource for multi-location brand marketers. This builds on an existing partnership and product integration between Soci and ActiveCampaign.

The new integration specifically brings together SOCi’s centralized marketing tools with ActiveCampaign’s automation and personalization functions. The desired result is to offer tools to SOCi’s brand marketing clients that achieve the sweet spot between personalization and automation.

It accomplishes this through tools that help multi-location marketers quickly remedy common pain points like inconsistent branding assets, messaging, and location/listings data. These are signature cat-herding headaches in the art of overseeing the decentralized marketing execution of far-flung franchisees.

“By connecting ActiveCampaign’s event triggers with SOCi’s localized content and workflows, we’re helping businesses activate the right message, in the right place, at the right moment, SOCi VP of Business Development Richard Lumsden told Localogy. “It’s a game-changer for both speed and scale.”

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Spec Sheet

To show rather than tell, specific features of SOCi’s new integration include…

  • Real-Time Business Listing Sync: Franchisees’ location details are automatically updated in ActiveCampaign’s email templates whenever changes are made in SOCi.
  • Centralized Brand Control: Franchisors gain visibility and governance over messaging at every level.
  • Scalable Automation: Corporate teams can share pre-approved email templates and workflows with all franchisee accounts.
  • Localized Personalization: Franchisees can request approval and localize content to create highly targeted, regional communications.
  • Advanced Reporting: Location-specific insights into campaign performance help identify top and underperforming locations, enabling data-driven optimization.
  • Time-Zone Aware Delivery: Campaigns are intelligently scheduled based on each location’s operating hours, helping boost engagement. Combined with ActiveCampaign’s Predictive Send, messages are delivered at the moment each contact is most likely to open—maximizing reach and response.

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Sweet Spot

Back to the sweet spot between personalization and automation, this is the name of the game as marketing platforms increasingly integrate AI. In short, the technology has tremendous potential for operational efficiency for time-starved marketers, but is also dealing with some early-stage trust issues.

In other words, as we examined in a recent webinar and white paper, some marketers are still apprehensive about handing the keys over to AI to execute marketing workflows. But others are clamoring for it. So the best way to accommodate a range of personas and demand levels is optionality.

That means integrating AI in ways that let marketers decide when and where it’s applied. And let them keep their hands on the wheel when they choose to do so. For marketers – or anyone really – that approach engenders a certain sense of agency, while also realizing AI’s benefits at a comfortable pace.

SOCi seems to be walking that balance well, and the recent integration with ActiveCampaign is the latest piece of evidence. But most of all, it helps marketers scale their time and effectiveness. That involves a certain amount of real-time speed and responsiveness to market activity that only AI can offer.

“The decision to partner with ActiveCampaign was driven by a shared vision: making marketing more intelligent, responsive, and localized,” said Lumsden. “Today’s multi-location brands don’t just need automation. They need automation that acts in real time, based on real customer behavior.”

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