Sarah N
Articles
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How can deal owners only see deals assigned to them?
If you are in the Admin group, you can edit permissions so that deal owners see only deals assigned to them. This includes deals for contacts and deals for accounts. Account admins will always be a...
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Deal Forecast report
The Deal Forecast report provides an overview of your pipeline status and lets you forecast your business effectively on a daily, weekly, or monthly cycle. This report also allows you to review ...
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Add a physical address to your ActiveCampaign account
After you create your ActiveCampaign account, you will be able to add your physical mailing address. This address will appear in your campaigns and automation emails, usually in the footer, for rec...
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Adding value to your emails in ActiveCampaign
Adding value to your emails means creating personalized content for a targeted group of contacts and sending it to them at the right time. Creating and sending valuable emails helps you stand out i...
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How to create a deal in ActiveCampaign
A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads or accounts to take action. With your deal, you...
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Subscribe by email opt-in method
With the subscribe by email opt-in method, subscribers can send an email to an ActiveCampaign-generated email address in order to opt into your email marketing list. Take Note This feature is only...
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What information is synced from a Deep Data integration?
Our Deep Data integrations import data from your connected ecommerce store(s) when a contact syncs to your ActiveCampaign account. This data will appear on contact profile records. Take Note If the...
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Send us your ideas!
Do you have an idea for a new feature? Is there a current feature that can be improved? Don’t be shy, tell us! Your ideas make our platform better. Go to ideas.activecampaign.com and log into your ...
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Use the ActiveCampaign Google Sheets integration
Learn how to use the Google Sheets integration to import data to ActiveCampaign or push contacts to a Google Sheet. Take note Ensure that the Google Sheet you are connecting has the appropriate p...
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What is the difference between lists and tags in ActiveCampaign?
Lists and tags are two of the most common ways to group your contacts. In ActiveCampaign, you can use lists and tags collectively to create various groupings. Using tags with lists can help you cre...