ActiveCampaign Specialist – CRM Implementation & Strategic Build (Freelance)
UpworkGBNot specifiedexpertScore: 26
ActiveCampaignMarketing AutomationEmail MarketingMarketing StrategyMarketing Campaign Setup & ImplementationCustomer Relationship Management
The Role
You will be responsible for:
Designing the full ActiveCampaign architecture before implementation
Structuring data and segmentation logic
Leading the technical setup of the account
Building scalable automation frameworks
Establishing deliverability and compliance standards
Documenting the system for long-term internal use
Scope of Initial Engagement (8–10 Weeks)
Brief outline of our current system that is inefficient and outdated:
- BeePro for campaign creation
- Sendy for segmentation
- Amazon SES for delivery
While functional, it lacks integration with our admin environment, structured automation, behavioural tracking, advanced segmentation (e.g. previous winners vs first-time entrants), and AI-driven optimisation. The process is also labour-intensive and limits strategic follow-up.
The new ActiveManagement we look to implement from scratch:
1. Strategic Planning & Architecture
Define CRM data structure
Establish segmentation framework
Design tag hierarchy and custom field logic
Define lifecycle stages and engagement model
2. Platform Setup & Configuration
ActiveCampaign account configuration
Domain authentication (SPF, DKIM, DMARC)
Deliverability foundation
Contact migration planning (80,000+ existing contacts)
3. Automation Framework Design
Build scalable systems for:
Annual award launch campaigns
Deadline reminder sequences
Regional and language-based campaigns
Engagement scoring and re-engagement flows
4. Governance & Documentation
Email list management, cleaning and optimising
Tag and field glossary
Written documentation of architecture
Best practice guidelines for internal use
Required Experience
Minimum 5 years hands-on ActiveCampaign experience
Experience implementing ActiveCampaign from zero
Experience with databases of 80,000+ contacts
Advanced understanding of:
Automation architecture
Deliverability management
Engagement scoring
Strong strategic and analytical mindset
EU GDPR familiarity preferred
We are seeking a systems architect, not only a campaign operator.
Engagement Structure
Initial 8–10 week contract with defined milestones.
Fixed project fee preferred.
Potential for long-term retainer following successful implementation.
To Apply
Please include:
Location
Years of ActiveCampaign implementation experience
Largest database you have implemented or restructured
Example of a complex automation architecture you built
A short outline of how you would approach implementing ActiveCampaign for a global multi-stakeholder organisation
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