Sarah N
Articles
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How to automate healthcare appointment reminders
With ActiveCampaign, you can use the Healthcare: Appointment Reminder and Post-Appointment Feedback automation recipe available in our Marketplace to send automated appointment reminders to patient...
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Add a form to your Shopify store
You can add and remove a form in your Shopify store without using code. Take note You must configure the ActiveCampaign Shopify integration to use this feature Only Modal, Floating Box, and Floa...
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How to bulk edit Deals
With ActiveCampaign, you can edit multiple deals at once. Bulk editing deals helps you be more efficient in managing your pipelines and provides ease when managing workflows. You can bulk edit a...
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Use Census to sync data from Snowflake to ActiveCampaign
You can use Census to perform one-way syncs from Snowflake to ActiveCampaign. Once you sign up for Census, follow the steps below to configure the integration. Take note You can only sync contac...
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How to assign ownership of accounts
With ActiveCampaign, you can assign ownership of an account to someone on your team. Doing so lets you see who is responsible for managing relationships with your clients. What is an account owner?...
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Custom objects overview
Use custom objects in addition to tags and fields to capture additional information about your Contacts, Deals, and Accounts. Doing so helps you model and manage your data to reflect your unique bu...
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Date and Time conditions in automations
You can set "Wait," "If/Else," and "Jump To" actions to wait until a specific time, date, day of the week or a combination of time, date, & day of the week. Take Note Conditional “Wait,” “If/Else,...
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Content Manager overview
Please note that what you see in your account may differ from some of the steps outlined in this article. The "Campaigns" section in your ActiveCampaign account has been updated to say "Email." ...
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Intro to Custom Reports
Data-driven decisions are better decisions, which means you need detailed data. Custom Reports can give you the detailed data you need to confidently make those decisions. Custom Reports lets you c...
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Connect ActiveCampaign to Microsoft Dynamics 365
The ActiveCampaign to Microsoft Dynamics 365 integration provides a two-way sync between your ActiveCampaign account and your Microsoft Dynamics account. Take note This integration is configured i...