A two-way sync between your CRM and website enables audience segmentation, email sequences, and course access, and this is one of the elements of a successful LMS. There are many CRM solutions available, and one of the most common questions we get from our clients is ”Which CRM should we use and how do we set it up for our LMS?”.

The platform we use in our own organisation is ActiveCampaign, however depending on the size and business requirements of your organisation, this may not be the best choice for you. So let’s run down a few of the key features you should be on the lookout for, as you research your options:

Audience segmentation

This feature helps you differentiate between different users, for example, users that purchased a single course and those who signed up for a membership subscription.

You can also apply tags based on student actions such as:

  • Learner enrolled in a course;
  • Learner started a lesson or topic;
  • Completes a course, lesson, or topic;
  • Passes or fails a quiz;
  • Receives a certificate;
  • Sync answers from a quiz in LearnDash to custom fields in your CRM.

It also works the other way around; you can use triggers to initiate certain actions on your LMS using tags. For example,

  • Restrict access to courses, lessons, or topics based on a user’s tags in your CRM
  • Automatically enroll a user in a course or add them to a LearnDash group when you add a tag to that user in your CRM

Based on those actions, you can launch targeted marketing campaigns. For example, email students who have not completed their course or who have signed up for a free trial but have never upgraded to purchasing the full course.

Or you can send recommendations for courses based on purchase history. For example, if you released a new course on marketing, you’d want to send an email to students who have been purchasing marketing courses in the past.

Email sequences

Email sequences allow admins to define a series of actions to be carried out automatically when a certain trigger occurs. For example, when a learner signs up to a new course, a CRM system would automatically send a welcome email to that person.

Below are some of the most widely used CRMs:

Read more about our CRM-LMS integration service.