Sarah N
Articles
-
ActiveCampaign for Salesforce Health Dashboard
ActiveCampaign's Salesforce Health Dashboard is a resource you can use alongside the ActiveCampaign Salesforce integration. This dashboard will list: All inbound syncs All outbound syncs CXA c...
-
Create a note using the ActiveCampaign Chrome extension
You can use the ActiveCampaign for Chrome extension to make a quick note about a contact or deal right from your Gmail inbox. Once the note is created, it will sync to your ActiveCampaign account, ...
-
How to use Accounts in ActiveCampaign
The Accounts feature lets you capture details about the businesses you work with at an account level and keep it all in one place. With Accounts, you can store and track details in account fields, ...
-
Use the “Format Data” automation action
The “Format Data” action helps you clean up or change data in contact, deal, and account fields using ActiveCampaign automations. This can help you maintain clean, consistent, and up-to-date data.T...
-
How do I sort deals by their Win Probability value?
You can sort deals in a stage by their Win Probability value. This will allow you to list deals you're most likely to win toward the top (or bottom) of a particular stage. Take Note These configur...
-
How to add multiple tags to your account
You can add multiple tags to your account with the Tag Manager. Before you begin, note that the following special characters should avoided when generating tags: > < [ ] ? \ ^ / +. Using these char...
-
Can I use emojis in site messages?
To add an emoji to a site message: Open the automation containing your site message. Locate the site message in your automation. Hover your mouse over the site message and click the “Edit site mes...
-
Deep Data and currency
Currencies displayed on contact profile pages and Ecommerce reports for orders synced from any Deep Data connection will be the same currency used in your Ecommerce store. This includes custom Deep...
-
About campaign bounces and bounce codes
A contact is marked as bounced when their receiving email server rejects an email campaign or automation email. This rejection can mean that the email address is invalid or their inbox is inaccessi...
-
How do I save my spreadsheet as a CSV file?
The instructions below use Excel for Mac version 15.32, however most spreadsheet programs will follow a similar process. Open your spreadsheet and click “File” and then “Save As.” Select “CSV UT...