How to use ActiveCampaign Accounts: Overview

The Accounts feature is available on the following plans:

  • Plus
  • Professional
  • Enterprise

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, as well as create segments and personalize emails with account fields.

Note that if you were using the Organization field to capture a company name for a contact, this is now called an account. Learn more about transitioning from the Organization field to ActiveCampaign accounts. 

How the Accounts feature works

Similar to Contacts or Deals, the Accounts feature has a dedicated section in your ActiveCampaign account and can contain a record for each business you work with. Each of these records can house information such as:

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

With Accounts, you'll also be able to use information collected in fields to segment contacts and personalize communications. 

The ability to view deals associated with a business on an account record is coming soon.

Please note:

If you were previously using the Organization field, they are now called Accounts and will appear in the Accounts section.

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 an account record is created, 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. Type the name of the account and website (if known) into the fields provided. 

5. Click the “Add” button

The record page for the new account will load. From here, you can add additional information to the record in the About, Notes, and Contacts sections.

Collect and information about a business

The “About” 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. As custom fields are created, they will appear in the “About” section of the account record. 

Standard account fields

The standard account fields that ActiveCampaign provides are: 

  • Physical address
  • Phone number
  • Description
  • Number of employees
  • Annual revenue
  • Industry/vertical 

Note that you will be able to edit the answer options for both the Annual revenue and Industry/vertical on the Manage Fields page in your ActiveCampaign account. 

To populate any of these fields, click the “Click to add” line and either type the information into the fields provided or select a value from the dropdown field. When finished, click the “Save” button.

Custom account fields

If you need to track additional information about a business, such as “Customer Since,” “Internal ID,” “Blog URL,” or social media websites, you can do so with custom account fields. These can be added by going directly to the “Manage Fields” page in your account, or you can add them on the spot from an account record.

Note that you will need permission to manage account custom fields.

To add a custom account field from an account record:

1.  Click the “Manage Fields” link. You’ll be directed to the “Manage Fields” page.

2.  Click the “Add an account field” button.

3. Click the radio button next to the field type you wish to create.

4. Click the "Next" button.

Next, follow the prompts to create your field. Once your field is created it will appear in the About box for all account records. See this help article on Custom Account Fields for more information. 

View and add account notes

The “Notes” section of the account record lets you store and view notes about a business. For example, you can keep notes from a conversation, from a news feed, or other pieces of information.

To create a note:

1. Click the “Add a note” link in the Notes box.

2. Type the note into the field provided.
3. Click the “Save” button.

Your note will be stored and you will be able to refer to it in the future when you need it.

Add and remove contacts to accounts

The Contacts box lists individuals associated with an account. Also, you can use the "Add a Contact" link located inside this box to add contacts to the account. Adding contacts to an account makes it easy to see who the decision makers are, who needs to be persuaded, and who is most engaged. This helps ensure that you’re reaching out to the right people at each step of the way. 

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

Please note:

If you have applied the Organization field to any contacts in the past, the organization is now referred to as an account those contacts will already be associated with it. 

Add an existing contact to an account

1. Click the “Add a contact” link located in the Contacts box.
2. A modal window will appear. Start to type the contact’s name or email address into the field provided. 
3. A list of suggested contacts will appear based on what you’ve typed. Click the desired contact to add them to the account.

4. Click the "Add" button.

Note that you can also add a contact to an account right from their contact profile page by clicking the "Add an Account" line then clicking the dropdown and selecting an account name.

Add a new contact to an account

1. Click the “Add a contact” link located in the Contacts box.

2. A modal window will appear. Start to type the contact’s name or email address into the field provided. 

3. Click the "Create" button.

4. In the next window, complete the additional fields for the contact.

5. Click the "Save" button.

A profile record will be created for the new contact and you will be able to access it from the Contacts Overview page. Also, the contact will appear in the Contacts box located on the account record.

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 yet be populated 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)

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.

To do so:

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.

The updated information will also be displayed on the contact’s profile record.  

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 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.

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 an account is deleted, all information will be lost and cannot be restored. 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 who were associated with this account for record-keeping.

Delete an account from the Accounts Overview page

1. Navigate to the Accounts Overview page by clicking "Accounts" located in the left menu.

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 record

1. Click the “Actions” dropdown. This is located on the top right of the account record. 

2. Click the “Delete Account” button.

3. A confirmation modal will appear. Click the "Delete" button.

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