The ActiveCampaign mobile app makes it easy for you to view and update contact information, reach out to contacts, manage your WhatsApp conversations, stay on top of your tasks, and keep your deals moving while you're on the go.
Take note
- This app pulls live data from your account. You’ll need an Internet connection to use it
- Your plan type determines which Mobile app features you can access
- The ActiveCampaign app supports iOS 14.0 and higher
- To log in to the ActiveCampaign Mobile app, you will need to enable multi-factor authentication (MFA). If you do not have MFA set up when you attempt to log in, you will be prompted to set it up.
- View the ActiveCampaign mobile app in the Apple store
- View the ActiveCampaign mobile app in the Google Play Store
- Learn how to install the ActiveCampaign mobile app
Leverage Active Intelligence
You can use Active Intelligence in the mobile app to receive contextual support from any page. For example, you can use it to:
- Gain access to insights
- Receive task-related recommendations
- Ask product-related questions
- Summarize performance metrics in a mobile-friendly view
- Detect missing functionality and explain how to complete an action on the desktop version of ActiveCampaign
- Provide suggested next steps
- Offer links to learn more
To use Active Intelligence:
- Tap the "Home" icon.
- Type your prompt into the space provided or tap any option on the screen.
- A chat will open with Active Intelligence. Continue feeding it information as needed.
- The response will display. Chat transcripts are located on the Home screen, which you can access later.
Example prompts:
Here are some example prompts you can use to get started:
- Which campaigns got the most clicks?
- Help me identify an audience for this campaign
- Check the status of my last campaign
View and manage tasks
With the ActiveCampaign mobile app, you can view and manage tasks assigned to you. This includes Contact tasks and Deal tasks. Contact tasks will have a person icon, while Deal tasks will show a dollar sign.
You can also view Task Outcomes for Deal Tasks. Note that you will need to enable and configure task outcomes to view this information.
To access the Tasks section, tap "Tasks" at the bottom of the screen.
From the Tasks screen, you can:
- View overdue and upcoming tasks assigned to you
- Edit tasks assigned to you by tapping the task, then tapping the “Edit” hyperlink in the upper left-hand corner
- Mark tasks as complete by tapping the checkbox next to the task
- Create new contact and/or deal tasks by tapping the plus symbol, then completing the fields
- Email or call the contact associated with the task by tapping the task, then tapping either the email or phone icon
- iOS only - Filter your view by task type by tapping the "Sort & Filter” icon (3 horizontal lines) in the upper left-hand corner of the screen. Then select the task type you wish to view
- iOS only - Sort tasks by time due or highest deal value by tapping the "Sort & Filter” icon (3 horizontal lines) in the upper left-hand corner of the screen. Then select the sort by option that works best for you
View and manage deals
Using the ActiveCampaign CRM app makes it easy to manage deals and reach out to your leads when you're on the go. By default, we'll display deals assigned to you. However, you can also view deals assigned to other deal owners.
To access the Deals section of the mobile app, tap "Deals" at the bottom of the screen.
From the Deals screen, you can:
- View and manage deals assigned to you
- View deals in different pipelines by tapping the pipeline name at the top of the Deals screen and tapping the pipeline you wish to view
- Search for a specific deal by tapping the search field and typing the title of the deal you wish to view
- Create new deals by tapping the 3 dots at the top of the screen and selecting “Add deal.” Then complete the fields on the Add Deal screen
- Filter your view by deal status (All, Open, Won, or Lost) by tapping the "Refine" icon (3 horizontal lines) in the upper left-hand corner of the screen. Then select a "Deal Status"
- View deals assigned to another deal owner by tapping the "Refine" icon (3 horizontal lines) in the upper left-hand corner of the screen. Then tap "Deal Owner"
- Sort deals by most recently created, highest deal value, deal title, next task due, or forecasted close date. To do so, tap the "Refine" icon (3 horizontal lines) and then select an option from the “Sort by” section
- View deal files by tapping on the available deal file. Learn how to attach deal files to a deal record. Note that this feature is currently view-only
Push notifications
If a deal is assigned to you, you will receive a push notification. Tapping the notification opens the Deal profile, where you can view its details.
iOS users: You will be prompted with an advertisement introducing push notifications. From here, you can opt in to receive these notifications.
Android users: You will automatically receive these notifications.
View and manage contacts
You can view and manage all contacts in your account from the Contacts section in the mobile app. To access the Contacts section, tap "Contacts" at the bottom of the screen.
The Contacts section will display a search bar. If you have not performed any recent searches, you'll see the number of contacts in your account. If you've recently performed searches, we'll display those contacts on the screen.
From the Contacts screen, you can:
- Create a new contact by scanning a business card
- View and edit a contact's profile record by searching for the contact by name and tapping the suggested search result
- View and manage tasks for the contact by tapping the checkmark icon in the “Next Task” section of the contact's profile page
- Create tasks for the contact by tapping the “Add Task” hyperlink in the “Next Task” section of the contact's profile page
- View and manage deals for the contact by tapping the “View all” hyperlink in the “Deals” section of the contact's profile page
- Create deals for the contact by tapping the “Add Deal” hyperlink in the “Deals” section of the contact's profile page
- View notes and 1:1 emails for the contact by tapping the “View all” hyperlink in the “Notes” section of the contact's profile page
- Create notes and 1:1 emails by tapping the “View all” hyperlink in the “Notes” section of the contact's profile page. Then tap the plus symbol in the upper-right corner of the screen.
Android users: When viewing the Recent Activities tab, you can only filter 1:1 emails, notes, and tasks. You cannot filter email campaigns.
View and manage accounts
You can view and manage all account details from the Contacts section in the ActiveCampaign mobile app. To access this section, tap "Contacts" at the bottom of the screen.
The Contacts section will display a search bar. If you have not performed any recent searches, you'll see the number of contacts in your account. If you have performed recent searches, we'll display those contacts and/or accounts on the screen.
From the Contacts screen, you can:
- View and edit an account record by searching for the account and tapping the suggested search result
- Edit account details by tapping the 3 dots at the top of the screen and selecting “Edit”
- View a list of contacts associated with the account under the Contacts section of the account details screen
- Communicate with a contact via email, SMS, or phone by tapping the respective icon next to the contact's name. You can send SMS from your own device OR using WhatsApp.
- View a contact's profile record by tapping the right caret
- Create a note for an account by tapping the 3 dots at the top of the screen and selecting "Add note"
- View notes associated with the account by tapping the "Notes" tab at the top of the screen
View campaign reporting details
If you have permission to access campaign reports, you can view performance metrics, campaign configurations, campaign activity stream, and email previews for all sent campaigns. This information will be located on the Campaigns screen in the mobile app.
To access the Campaigns section of the ActiveCampaign mobile app, tap "More" at the bottom right-hand side of the screen. Then select “Campaigns” from the “More” menu. You'll see the following overview for all sent campaigns:
- Campaign name
- Last send date and time
- Number of contacts it was sent to
- % Opens
- % Clicks
- % Unsubscribes
- Campaign type (One time, Auto responder, Split test, Automated, RSS, Date based)
Tapping on any campaign will bring you to a new screen where you can view the following details:
- Campaign name
- Automation name (if the campaign was part of an automation)
- Last sent date and time
- List(s) that the campaign was sent to
- Segment name(s)
- Number of contacts the campaign was sent to
- Unique opens and open rate
- Unique clicks and click rate
- Number of unsubscribes and unsubscribe rate
- Number of forwards
- Number of replies
- Bounce totals and rates, including total, hard, and soft
- Revenue generated (if using an ActiveCampaign ecommerce integration)
- Link performance, including unique clicks, click rate, clicks to open rate, and performance
- Metrics broken down by link
- Subject line
- Preheader text
- From name and email
- Ability to view metrics for split test messages
To find some of these more profound insights into your campaigns, such as how many times each campaign recipient opened your email or the total number of unique clicks, you can view the Campaign Activity Stream.
To see this:
- Click on a campaign.
- Click on your desired metric, such as "Opens."
- Make sure that the "Activity" tab is selected at the top of the screen. From here, you can scroll through the activity stream of specific metrics.
Here are some metrics where you can see the Campaign Activity Stream:
- Opens has Unique and Total (count and rate) + Activity Stream
- Clicks have Unique and Total (count and rate) + Activity Stream
- Unsubscribes has Total count + Activity Stream
- Forwards has Total count + Activity Stream
- Bounces has Total, Hard, and Soft (count and rate) + Activity Stream
Resend campaigns from your mobile device
You can use the mobile app to resend campaigns to new contacts or contacts who did not open the previous send. This functionality is located within the Campaign screen of the mobile app.
- You must have permission to send campaigns to use this feature of the mobile app
- You cannot resend date-based campaigns, cannot resend when it is going to resend to 0 contacts, cannot resend automation campaigns, split tests that do not have a determined winner, and cannot resend if pending approval, preparing to send, or sending
To resend a campaign from your mobile device:
- Tap "More" at the bottom right-hand side of the screen.
- Select “Campaigns” from the “More” menu
- Tap the campaign you wish to resend.
- Tap the 3 dots on the top right of the screen.
- Tap the "Resend Campaign" option.
- On the next screen, we'll share best practices and tips to keep in mind when resending a campaign. Tap the "Continue" button.
- Next, choose who should receive the resend - new contacts or contacts who did not open the previous send. Tap the option you wish to use.
- On the next screen, you can provide an updated campaign name and subject line. To update either one of these items, tap them, then type the new information into the fields provided.
- When finished, tap the "Resend" button.
Reply to SMS messages from your mobile device
You can access the SMS Inbox and reply to incoming messages from the ActiveCampaign mobile app. To do so:
- Tap "More" at the bottom right-hand side of the screen.
- Select “SMS” from the “More” menu
- Tap the message to open it.
- Type your reply in the composer and send.
View and manage WhatsApp conversations
You can send, receive, and manage WhatsApp conversations directly from your mobile phone using the ActiveCampaign Mobile app.
To access the WhatsApp section of the ActiveCampaign mobile app, tap "More" at the bottom right-hand side of the screen. Then select “WhatsApp” from the “More” menu.
From the WhatsApp screen, you can:
- View and update WhatsApp conversation statuses, owners, and tags
- Create a new WhatsApp conversation by tapping the plus symbol in the upper right-hand corner of the screen
- Send attachments via the camera or gallery composer
- Record and send voice notes in WhatsApp conversations
- You can create, edit, or delete WhatsApp Quick Replies templates to use in your WhatsApp conversations
- Select a specific tab to view all, unread, or read WhatsApp conversations
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Tap on the “Views” icon (eye) to filter WhatsApp conversations by the following:
- In progress
- Unread
- New
- In flow
- Not Contacted
- Resolved
- Closed
Settings screen
The Settings screen in the mobile app will display your name, email address, phone number, and ActiveCampaign account URL. We provide links to some resources to help you get started, our Terms of Service, Privacy Policy, and an option to contact our Customer Experience Team.
You can also view and update the following settings:
- Push notifications
- Mail composer
- Default SMS app
- Caller ID
- Diagnostics and Usage