Step 3: Contact Management

❤️ Contact Management Strategy

This is a strategic decision about how you’ll manage your members and communicate with them. Your “heart” pumps the lifeblood of customer communication through your ecosystem.

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Option 1: AccessAlly Managed

  • AccessAlly manages your contacts and sends transactional emails
  • Keeps delivery separate from your email marketing system
  • Best for: simple email delivery or those not already using an integrated CRM system

Option 2: 3rd Party CRM Integrations

  • Your CRM manages contacts, stores data, and sends emails
  • Integrates with ActiveCampaign, Keap, Kit, or Ontraport
  • Best for: Combining delivery and marketing efforts

💡 Need help deciding? Check out our Comparison Guide to see which approach fits your business model.