Navigating your ActiveCampaign account

Learn how to find features in your ActiveCampaign account using the main and secondary navigation bars. 

Take note

Features and tools included in the navigation bars depend on your plan level and the integrations you set up in your account.

ActiveCampaign homepage with Active Intelligence

The ActiveCampaign homepage is where you start when you log in to your account. You can use Active Intelligence prompt bar, personalized cards, and recent chats. Click the ActiveCampaign logo to return to the homepage from other pages.

You can also click Active Intelligence icon option from any other page in ActiveCampaign. It will open the Active Intelligence sidebar, allowing you to continue working with Active Intelligence from anywhere on the platform.

Learn more about Active Intelligence and its capabilities.

Marketing and Ecommerce (Legacy) dashboards

• Marketing dashboard - For accounts created on or before July 23, 2025, to switch between the ActiveCampaign homepage with Active Intelligence and the Marketing Dashboard experiences, click Settings > Account > “Account Information” > “New homepage” toggle
• Ecommerce Dashboard - This dashboard has moved to Reports > Ecommerce dashboard
• For accounts created after July 23, 2025, the ActiveCampaign homepage will be your default and only option

Navigation bars

After you click into any of the options on the left menu, your ActiveCampaign account will have two navigation bars: the main navigation bar and a secondary navigation bar. Depending on which category you pick in the main navigation, the secondary bar will expand and show you all features you can use within that category. 

Note that the secondary bar is collapsible. When you click an item from the main navigation, you may not see the secondary navigation bar right away. This is because it is in a collapsed state. 

To expand the secondary menu for that section, click the show panel logo to the right of the ActiveCampaign logo at the top right of your window.

Business Goals

Clicking this option from the main navigation bar brings you to the Business Goals Overview page. This page displays all of the Business Goals in your account along with ways to manage them. The side navigation for Business Goals contains the following:

Business Goals (Business Goals Overview page):

• Active Goals
• Starred Goals
• Archived Goals

Manage:

• Conversions

Reports:

• Conversion Attribution

Contacts

Clicking this option from the main navigation bar brings you to the Contacts Overview page. This page displays all contacts in your account. From this page you can:

• Export contacts
• View archived contacts
• Import contacts
• Add a single contact 
• Bulk edit contacts
• Sort and filter contacts
• Search for contacts
• Create an advanced search or segment
• Send a 1:1 email to a contact
• Access contact records
• Add a deal, task for the contact
• Add a note for the contact
• Archive contact

The secondary menu for Contacts contains the following:

Access:

• Contacts
• Accounts
• Lists

Manage:

• Segments
• Tags
• Fields
• Scoring
• List Exclusions
• List Cleanup tool
• Database Sync
• Exports
• Subscriptions by Email
• Custom Email Headers

Reports:

• Contact Trend report
• Field Breakdown report
• Nearby Contacts report
• Tag Trends report

Campaigns

Clicking this option from the main navigation brings you to the Campaigns Overview page. This page displays all direct campaigns you’ve created in your account. A direct campaign is an email you send to a list of opted-in contacts. 

The secondary navigation for Campaigns contains the following: 

Access:

• Campaigns (Campaigns Overview page)

Manage: 

• Content
• Campaign Templates
• Free Design Service
• Message Variables
• Archive

Reports:

• All Campaigns
• Campaigns Performance
• Email Client Trends
• Predictive Content
• Open/Read Trends

Automations

Clicking this option from the main navigation brings you to the Automations Overview page. This page displays all automations you created in your account. 

From this page, you can:

• Create a new automation
• Filter and sort automations
• View automation stats
• Bulk update automations (tags and status)
• View contacts in an automation
• Share an automation
• Copy and automation
• View or adjust automation permissions (this depends on what user group you are associated with). 

The secondary navigation bar for Automations contains the following:

Access:

• Automations (Automations Overview page)
• Automations Map

Manage:

• Automation Messages

Reports:

• All Automations
• Automations Performance
• Goal Overview

Deals

Clicking this option from the main navigation brings you to the Deals Overview page. This page displays a pipeline along with its associated stages and deals that you can manage. 

From this page, you can:

• View deals by pipeline
• View deal options
• Copy, delete, or export a pipeline
• Add a stage
• Import deals
• Add a single deal
• Filter and sort deals
• Search for a deal in the selected pipeline
• Change your deal view
• View tasks. 

The secondary navigation bar for Deals contains the following:

Access:

• Deals (Deals Overview page)
• Tasks
• Saved Responses

Manage:

• Fields
• Deal Settings
• Task Settings
• Calendar
• Import/Export Status

Reports:

• Deal Overview
• Deal Owner Overview
• Funnel
• Sales Performance
• Task Overview
• Deal Forecast

Website

Clicking this option from the main navigation lets you access Forms and Pages.

The secondary navigation bar contains the following:

Access:

• Forms
• Pages

Manage:

• Site Messages
• Site Tracking (Event Tracking is accessed on the Site Tracking page)

Reports:

• Form Performance

Reports

Clicking this option from the main navigation brings you to the Reports Overview page, where you will see the “All Campaigns” report displayed. From here, you can access reports for different features in your account. All reports are located on the secondary navigation bar. They include:

Automations:

• All Automations
• Automations Performance
• Goal Overview

Contacts:

• Contact Trends
• Field Breakdown
• Nearby Contacts
• Tag Trends

Campaigns:

• All Campaigns 
• Campaigns Performance
• Email Client Trends
• Predictive Content
• Open/Read Trends

Conversations:

• Chat Conversations

Website:

• Form Performance

Deals:

• Deal Overview
• Deal Owner Overview
• Funnel
• Sales Performance
• Task Overview
• Deal Forecast

Conversation Attribution 

Marketing Revenue

Ecommerce Dashboard

Custom Reports

Help bubble

Clicking this option opens up ways for you to get help, such as:

• Chat with us
• Community
• What’s New
• Help Docs
   

Settings

Clicking this option brings you to your Account Settings page. Clicking the secondary navigation lets you access the following pages:

• Advanced settings. Contains:
  • Email Deliverability (Authentication, DKIM, and SPF)
  • Date Format
  • Time Format
• Addresses
• Appearance. Contains:
  • Admin panel settings
  • Public Site settings
  • Email Headers and Footers
  • Ability to toggle off ActiveCampaign Branding from your account 
• Conversions
• Developer. Access your API information
• Domains. Set a Domain Alias
• Integrations. Set up and manage connections for the following:
  • Salesforce
  • Microsoft Dynamics
  • Square 
  • Facebook
  • Shopify
  • WooCommerce
  • Magento
  • BigCommerce
• Manage Data
  • View custom objects synced to your account through a third-party integration
  • Create custom objects within your ActiveCampaign account
  • Manage object fields
• Notifications
  • Manage notifications received from Deals
• Referrals. Same option as “Refer Friends”
• Saved Responses. 
• Security. Set up or manage:
  • Multi-Factor Authentication
  • Single Sign-On
  • Session Timeout
• SMS Manager
• Users and Groups
  • Create users, user groups, and set permissions

Your profile

On the top right of your account, you’ll see your profile, which shows your login name and/or image. Clicking this item on the main navigation bar opens a modal window. From here you can:

• View your plan level
• View your Contact limit
• View Apps
  • Use this page to set up a connection between your third-party service and ActiveCampaign. Examples include Google Sheets, Calendly, Typeform, Stripe, Slack, and more. 
  • Clicking the side navigation displays third-party apps by group. You can also view:
    • Your connected apps
      
    • All Apps
      
    • App Studio
      
    • Popular Apps
      
    • Newest Apps
• View and update your billing information
• Upgrade your account
• View your open Help tickets
• Refer Friends
  • This option lets you use a unique referral link that you can share with your colleagues and friends. If that individual becomes a paying customer of ActiveCampaign, you can receive a reward
• Log out of your account