Ashlee U
Articles
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Use custom objects with automations
With ActiveCampaign, you can use custom object data to build automations. Doing so can help tailor your workflows and customize your customer experience. This article will show you what to expect w...
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How to attach files to a Deal record
With ActiveCampaign, you can attach files directly to a deal, such as a contract, proposal, pricing sheet, or even images. Take note File storage limits are based on your plan tier: Plus - 1GB Pr...
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Jump To Tracking report
"Jump To" actions provide a snapshot of how a specific part of your marketing is performing. How a "Jump To" performs can be used to measure the effectiveness of your automations. The Jump To Track...
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Sync one-off emails into ActiveCampaign with the Outlook Add-in
You can use the ActiveCampaign Outlook Add-in to sync emails sent from your Outlook to a Contact into your ActiveCampaign account. This will add email data to the Contact's record in the email tab ...
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How to find the Account Owner User ID
Each Account Owner created within Accounts will have a unique ID. You may choose to use this ID when importing Accounts. To find the Account Owner User ID, follow the steps below: 1. Click Contact...
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Contact submitted a subscription form but was not added to my automation
If you’re using an ActiveCampaign form with double opt-in enabled, contacts who submit this form will not immediately be added to your automation. This is because contacts need to confirm their sub...
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What user permissions are needed to add or edit Contact and Deal Scores?
Contact Scoring is available on Marketing Plus and above and Sales plans. Deal Scoring is only available on Sales plans. Resolution Manage Contact Custom Fields permissions should be enough to add/...
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ActiveCampaign forms are not available to choose from the tool bar in WordPress but are showing in the Plugin settings
Tick the checkbox for the forms that you wish to embed in the Plugin settings here: Then the form will be available when clicking the ActiveCampaign logo on the toolbar here:
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In Campaign Reports, how does the Interactions column get populated?
The subscriber email must be associated with Gravatar to display in this column.
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What is a sandbox account?
There are 2 different types of Sandbox accounts: Developer Sandbox Account: this is for people who want to test integrations. Developers usually use this. It can be requested by submitting a form...