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Navigating your ActiveCampaign account

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Sarah N
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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 
  • 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

ActiveCampaign homepage with Active Intelligence

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

"Active Intelligence" icon.

You can also click the Active Intelligence icon from any other page in your ActiveCampaign account. 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.

Smart Start Guide
Trial accounts only.

The Smart Start Guide appears on your Active Intelligence homepage when you start a trial account. It gives you a clear path to set up your account quickly by walking you through three tasks. Each task uses Active Intelligence to help you build and create brand kits, email campaigns, and automations, no prior experience needed.

Learn more about the Smart Start Guide.

Navigation bars

You can access most features from the main navigation bar on the left side of your account. Clicking any icon in the bar opens the overview page for that part of the platform. Each part of the platform has its own side panel navigation; this is called the secondary navigation bar or side navigation panel.

You can expand and collapse the secondary navigation bar by clicking the "Show/Hide" panel icon located at the top right of your account. 

Show/hide panel.

Business Goals

"Business Goals" icon.

Clicking the "Business Goals" option in the main navigation bar opens the Business Goals Overview page. This page displays business goals in your account along with ways to manage them. 

You can use the side navigation panel to access the following pages in your account: 

  • Business Goals category (click to expand or collapse category):
    • Active Goals
    • Starred Goals
    • Archived Goals
  • Manage category
  • Reports category

Learn more about the Business Goals feature. 

Contacts

"Contacts" icon.

Clicking the "Contacts" 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 take the following actions:

You can use the side navigation panel to access the following pages in your account: 

  • Access category:
    • Contacts
    • Accounts
    • Lists
  • Manage category:
    • Segments
    • Tags
    • Fields
    • Scoring
    • List Exclusions
    • List Cleanup
    • Database Sync
    • Import/Export Status
    • Subscriptions by Email
    • Custom Email Headers
    • Bulk Edits
  • Reports category:

Automations

Automations icon.

Clicking the "Automations" option from the main navigation bar brings you to the Automations Overview page. This page displays all automations you created in your account. From this page you can take the following actions:

  • Create a new automation
  • Filter and sort automations
  • View automation statistics
  • Bulk update automations (tags and status)
  • Add business goals and labels to automations
  • Click any automation to view and edit the automation
  • Click the down arrow next to the "Edit" button to:
    • Edit the automation
    • View the automation report
    • Make a copy of the automation
    • Delete the automation

You can use the side navigation panel to access the following pages in your account: 

Email

Email icon.

Clicking the "Email" option in the main navigation brings you to the Email Campaigns Overview page. This page displays all email campaigns you’ve created in your account. From this page you can take the following actions:

You can use the side navigation panel to access the following pages in your account: 

SMS 

Appears if you have the SMS add-on.

SMS icon.

Clicking the "SMS" option in the main navigation brings you to the SMS Overview page. This page displays all SMS campaigns you’ve created in your account. From this page you can take the following actions:

You can use the side navigation panel to access the following pages in your account: 

Inbox

​​

Appears if you have the SMS add-on.

Clicking this option brings you to the shared SMS inbox. From this page you can take the following actions:

  • Register a phone number so you can reply to SMS messages from customers (required - appears if you have not yet registered a phone number for sending SMS messages)
  • Create an SMS campaign
  • View and reply to incoming SMS messages
  • Search the inbox for past conversations
  • Click the “Inbox Settings” button to enable AI drafted replies and generate conversation summaries

WhatsApp

You need to purchase WhatsApp Messaging to use this feature. 

Clicking this option brings you to the WhatsApp Messaging Dashboard. From this page you can take the following actions:

  • Connect your phone number to WhatsApp
  • Test drive WhatsApp Messaging through ActiveCampaign

You can use the side navigation panel to access the following pages in your account: 

Deals

Clicking this option from the main navigation bar 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 take the following actions:

You can use the side navigation panel to access the following pages in your account: 

Website

Website icon.

Clicking this option from the main navigation bar brings you to the Website Overview page. This page displays your forms. From this page you can take the following actions:

  • Create a new form from scratch or with Active Intelligence
  • View and edit forms
  • Preview and integrate forms
  • View form statistics
  • Duplicate a form
  • Delete a form
  • Use the dropdown fields to sort form by type, action, label, or business goal

You can use the side navigation panel to access the following pages in your account: 

Reports

Reports icon.

Clicking the "Reports" option from the main navigation brings you to the Reports Overview page. This page displays the “All Campaigns Performance” report by default. From this page you can take the following actions:

  • Filter results by type, label, and lists
  • Exclude unverified opens
  • Search for an email campaign by name
  • Set a date range
  • View metrics such as number of campaigns, number of emails sent, open rate, click rate, click-to-open rate, bounces, unsubscribes, and revenue
  • View a table of each campaign with its metrics
  • Click a campaign in the table to view its report

You can use the side navigation panel to access the following pages in your account: 

Help bubble

Help Bubble on homepage with dropdown options for Community, What's New, and Help Docs.png

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

  • Community
  • What’s New
  • Help Docs 

Settings

Settings icon.

Clicking this option brings you to your Account Settings page. Your Account Settings page displays your Account Name, Username, and Account ID. 

You can use the side navigation panel to access the following pages in your account:

  • 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 support 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
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