Sarah N
Articles
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How to move a deal to a contact
Each deal you create will have a primary contact assigned to it. The primary contact on a deal is the main individual you communicate with on an opportunity in your pipeline. If you would like a di...
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How to find blank fields in your ActiveCampaign account
With ActiveCampaign, you can use the "Blank" and "Not Blank" operators in the segment builder to locate empty fields in Contact, Deal, and Account records. This lets you see which key pieces of inf...
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Why and how to clean your contact lists for better email deliverability
Deliverability consultation Maximize your email deliverability with a one-on-one session with an expert for only $79 USD. Keeping a clean list(s) of contacts in your ActiveCampaign account i...
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How do I merge lists?
With the Bulk Edit tool, you can take active contacts that appear on one list and add them to another list. Take Note As a best practice, we recommend following the steps outlined below for contac...
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Use labels with forms
Use labels to keep your forms organized. You can use labels to group forms (and other assets) together by keyword, topic, audience, purpose, and more. Once you add a label to a form, you can filter...
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Antavo integration
Antavo is a loyalty and contest software for retailers and brands that is designed to help you engage and grow your audience through viral contests, sweepstakes, and giveaways. The ActiveCampaign i...
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How long does Deal Scoring take?
When a deal score is initially set up, it can take up to several hours for our system to calculate the score and apply it to your deals. After that, our system will run a check every 12 hours and u...
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Common email display issues with Outlook
While our templates are designed to render correctly in all email clients, some common campaign display issues can crop up when a subscriber views an HTML email in Outlook, especially in the 2007, ...
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How to set automation permissions
Any user in the Admin group can view and edit automations created by other user groups. In addition, Account Admins can allow certain user groups access to automations. This is handy if only certai...
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How do I set permissions for my marketing user group?
If you have a Marketing user group in your account, you may want to grant them the ability to perform certain functions, such as creating and editing templates and campaigns, and restrict them from...