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. 

Navigation bars

Your ActiveCampaign account comes with 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, hover your mouse over the main navigation bar then click the button that appears to the right of the ActiveCampaign logo.

Side_navigation.png

Contacts

Contacts_main_navigation.jpg

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
  • Import contacts
  • Add a single contact 
  • Bulk edit contacts
  • Sort and filter contacts
  • Search for contacts
  • Create an advanced search or segment
  • Send a one-to-one email to a contact
  • Access contact records
  • Add a deal, task for the contact
  • Add a note for the contact
  • Delete the contact

The secondary menu for Contacts contains the following:

Access:

  • Contacts
  • Accounts
  • Lists (you can view and edit contact segments from this page)

Manage:

  • 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

Campaigns_main_navigation.jpg

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

Automations_main_navigation.jpg

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

Deals_main_navigation.jpg

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

Conversations

Conversations_main_navigation.jpg

Conversations can be purchased as an add-on to your account. 

Conversations lets you have two-way interactions with leads and customers through chat and email. All conversations are stored in a unified inbox that you and your team members can use to view and manage customer interactions. 

Clicking this item from the main navigation menu will bring you to your unified inbox where you can view conversations. You can also set your own “Away” status with chat.

The secondary navigation bar for Conversations contains the following:

Access:

  • Conversations

Manage:

  • Conversations Settings

Reports:

  • Chat Conversations

Website

website_main_navigation.jpg

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

The secondary navigation bar contains the following:

Access:

  • Forms
  • Pages
  • Web Personalization

Manage:

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

Reports:

  • Form Performace
  • Web Personalization

Reports

Reports_main_navigation.jpg

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:

Conversation Attribution 

Marketing Revenue

Custom Reports

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
  • Web Personalization

Deals

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

Refer Friends

Refer_friends_main_navigation.jpg

Clicking 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. 

Apps

Apps_main_navigation.jpg

Clicking this option brings you to the All Apps page. 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 secondary navigation displays third-party apps by group. You can also view:

  • Your connected apps
  • All Apps
  • App Studio
  • Popular Apps
  • Newest Apps

Settings

Account_Settings_main_navigation.jpg

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 name and image

Account_billing_and_upgrade_main_navigation.jpg

On the bottom left of your account, you’ll see 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 and update your billing information
  • Upgrade your account
  • View our Support page
  • View your open support tickets
  • Log out of your account
Was this article helpful?
3 out of 3 found this helpful

Have more questions? Submit a request

Start free trial