Account, Billing, & Setup
Manage your account settings, billing information, and learn about partner programs.
Get Started with Account Settings
- About the ActiveCampaign Sales CRM Dashboard
- Navigating your ActiveCampaign account
- What is my account name?
- Resetting ActiveCampaign account passwords
- Verify your email domain
- Add a physical address to your ActiveCampaign account
Account Billing & Upgrade
- Sales tax overview and FAQs
- How do I view and update my billing information?
- How to pay for your ActiveCampaign account with PayPal
- How do I change my plan?
- SMS Pricing, credits, and "From" phone numbers
- How do I view past payments and invoices?
Account Security
- ★ Use the ActiveCampaign Security Checklist
- About the login verification process
- Set up multi-factor authentication for your ActiveCampaign account
- Log into your ActiveCampaign account with multi-factor authentication
- Update your multi-factor authentication preferences
- How to turn off multi-factor authentication for your ActiveCampaign account
Conversations
- ★ Conversations overview
- ★ How to set up Conversations
- Assign conversations to agents
- Assign seats for Conversations
- Can I delete a conversation?
- Connect Facebook Messenger to your Conversations account
Partner Programs
- Partner Programs: US State Sales tax overview and FAQs
- What is the Agency Program?
- Certified Consultant program
- Rebranding your resold accounts
- Agency Program pricing
- How to set up a custom domain name (CNAME) for Agency Partners
Terms & Policies
- Data Processing Addendum (DPA)
- GDPR Information
- Minimum Advertised Price Policy
- Anti-Spam Policy
- Consent Policy
- Acceptable Use Policy
Support & Resources
Common Questions & Troubleshooting
- What is a sandbox account?
- How do I change the Primary Admin username?
- Automations are not visible to some users
- What timezone is used when displaying timestamps in the web app?
- Minimum permissions to access the Exclusion list
- Cloudflare or 504 errors