How to use Accounts in ActiveCampaign

Available on Plus, Professional, and Enterprise plans. 

The Accounts feature lets you capture details about the businesses you work with at an account level and keep it all in one place.

With Accounts, you will be able to store and track details in account fields, see all contacts associated with a business, and create segments and personalize emails with account fields.

How the Accounts feature works

The Accounts feature lets you create a record for each business you work with. Each of these records can house information such as:

  • Company name (Account name)
  • Account owner
  • Physical mailing address
  • Description
  • Number of employees
  • Annual revenue
  • Industry/vertical
  • Information collected in custom fields
  • Contacts associated with the business
  • Notes
  • Business website
  • Deals

You can use information collected in Account fields to segment contacts and personalize communications.

Create an account record for a business or organization

You can create and edit account records from large companies and departments to smaller businesses, non-profits, families, and more.

Once you create an account, it will be listed on the Accounts Overview page where you can view and update it at any time.

To create a new account record:

  1. Click "Contacts" located in the left menu.
  2. Click "Accounts."
  3. Click the "Add an Account" button.
  4. A modal window will appear. Complete all required fields in the modal.
  5. Click the "Add" button

The new account record will be added to the bottom of the last page of the Accounts list.

Once created, you can open the account's record page to add and store data about the account. Read each section below to learn more about adding information to account records.

Use fields to collect and store information about the account

The "General Details" section on the account record contains standard fields that you can use to capture and store information about a business.

You can also create custom account fields as needed to store additional information.

To learn how to create custom fields and populate account fields with values, visit Custom Account Fields Overview.

Add notes to the account

You can create a quick note about an account at any time. Once you make a note, it will save to the account record.

  1. Click "Add a note" in the Notes box.
  2. Type the note into the field provided.
  3. Click the "Add" button.

Add and manage contacts on an account

The Contacts box displays contacts associated with the business account. You can add an existing contact to an account or create a new contact for the account.

Note that a single contact can only be associated with a single account.

Add an existing contact to the account

  1. Click the "Add a Contact" option.
  2. A modal window will appear. Type a name, email address, or phone number into the field provided.
  3. Click the "Add" button.

The contact will be added to the account and appear in the Contacts box on the account record. In addition, the account name will appear on the contact's profile record.

Create a new contact for the account

  1. Click the "Add a contact" link located in the Contacts box.
  2. A modal window will appear. Begin typing the contact's name or email address into the field provided.
  3. Click the "Create" button.
  4. The modal will expand. Complete the additional fields for the contact.
  5. Click the "Save" button.

A profile record will be created for the new contact. The contact will appear in the Contacts box on the account record. In addition, the account name will appear on the contact's profile record.

How to edit a contact from an account record

You can add/edit the first name, last name, job title, phone number, and email address for a contact from an account record.

  1. Locate the contact you wish to update.
  2. Hover your mouse over the contact and click the pencil icon.
  3. A modal window will open. Type the updated information into the fields provided.
  4. Click the "Save" button.

We will also display the updated information on the contact's profile record.  

How to remove a contact from an account record

You can remove a contact's association with an account. Removing a contact's association with an account will not delete their profile record.

  1. From the Account Details record, locate the contact you wish to remove.
  2. Hover your mouse over the contact and click the "X."
  3. Click the "Remove" button that appears in the confirmation message.

About the Last "Contacted" date field

Each contact added to an account will have a "Last Contacted" date field. If you're adding a new contact to an account, this field will not display with a date. The "Last Contacted" field will update with a date when one of the following four events happen:

  • A one-to-one email is sent to the contact
  • A campaign or automation email is sent to the contact
  • A contact task is completed
  • A deal task is completed (this applies if the contact is the primary contact on the deal)

Create a deal for the account

You can create multiple deals for an account. When making a deal for an account, you do not need to associate it with a contact.

  1. From the Details record for an account, click "Add Deal" located in the Deals widget.
  2. An "Add Deal" modal will open. Complete the fields listed in the modal to create a deal for the Account.
  3. When finished, click the "Add Deal" button.

The deal will be added to the selected pipeline and appear in the Deals widget on the Account Details page.

Delete an account

If you no longer need an account record for a business, you can permanently delete it from either the Accounts Overview page or the account record.

Once you delete an account, all information will be lost and cannot be restored. This includes any deals created for the account. If any contacts were associated with the deleted account, they will remain in your ActiveCampaign account and can be accessed from the Contacts Overview page.

Before deleting the account, we recommend using the bulk editor to apply a tag to all contacts associated with this account for record-keeping.

Delete an account from the Accounts Overview page

  1. Click Contacts, then click Accounts.
  2. Click the checkbox next to the account you wish to delete.
  3. Click the delete button.
  4. A confirmation modal will appear. Click the "Delete" button.

Delete an account from an Account Details record

  1. Click Contacts, then click Accounts.
  2. Click the account you wish to delete.
  3. Click the "Actions" dropdown. This dropdown is on the top right of the account record.
  4. Click the "Delete Account" button.
  5. A confirmation modal will appear. Click the "Delete" button.
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