Transitioning from the Organization field to Accounts

Accounts is available on the following plans:

  • Plus
  • Professional
  • Enterprise

Accounts from ActiveCampaign is replacing the Organization field. Here’s what you need to know.

What is Accounts?

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

What is the difference between the Organization field and Accounts? 

The Organization field was a standard field offered by ActiveCampaign that allowed you to add a workplace name to a contact’s profile record. You were able to use it in the segment builder, on forms, deals, automations, campaigns, and API calls. This field is being replaced by Accounts.

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 an account is coming soon.

What will happen to my Organization field?

If you’re currently using the Organization field in any deals, forms, campaigns, segments, automations, or API calls, it will still continue to be supported. In addition, it will continue to be available to you in the segment builder.

However, any organization you created will no longer be listed on the Manage Accounts page. Instead, each organization you created in the past is now an account and will be listed on the Accounts Overview page. This allows you to collect more information about each organization, create notes, and view/add contacts.

If you’ve never used the standard Organization field, it will no longer be available in your ActiveCampaign account. Instead, you will be able to use the Accounts feature.

Read the How to use ActiveCampaign Accounts Overview help article to learn more.

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