Sarah N
Articles
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How do I import contacts using the copy and paste option?
The copy and paste import option allows you to import your contacts quickly. You may want to use this option for shorter lists, or if you do not have a lot of custom fields. To get started: From t...
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Troubleshooting connected email accounts
Connecting your IMAP and Exchange email account to Deals shows you sent and received emails for a contact with an open deal. These emails can be sent from your ActiveCampaign or connected email acc...
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Create and save segments
This article explains how to create and save a segment. Learn how to get started with segments to ensure you’re familiar with using them.Take note When scheduling a campaign, the segment will inclu...
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How to change the name of your list
With ActiveCampaign, you can change the name of your list at any time. Click Contacts > Lists to navigate to the lists page in your account. Each list you create has an "Import contacts" button a...
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How do I change my account name?
Our Customer Experience Team processes account name change requests. Account name change requests need to be submitted from the email address associated with the Primary Administrator. Take note A...
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Double opt-in vs. single opt-in
The double/single opt-in process is configured on the Form level. By default, forms for email marketing lists use double opt-in, while forms for SMS marketing lists that collect only phone numbers ...
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How do I add CAPTCHA to my form?
With ActiveCampaign, you can add a CAPTCHA field to any inline form you create. Doing so can help prevent spam bots from submitting your form and adding fake contacts to your account.Take noteThe C...
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How do I import contacts with multiple values for a contact field?
You can import contacts with more than one value for a custom contact field (e.g., if you've collected information using a multi-select field). Before importing, you will need to edit the field val...
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Rebranding your resold accounts
If you are an ActiveCampaign Agency Partner, you can rebrand or white-label your resold accounts. The branding settings you specify within the Agency Dashboard can be applied to all new clients or ...
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How to use ActiveCampaign's automation builder
In this article, we’ll cover the specifics of how the automation builder works. By the end, you should feel comfortable using the builder to create automations by combining triggers and actions. To...