Sarah N
Articles
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How to use Deal Roles in ActiveCampaign
A Deal Role is a role you assign to contacts associated with a deal. Your account comes with two roles: Contributor and Decision Maker. However, you can create additional roles for contacts or remo...
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About the ActiveCampaign Ecommerce Dashboard
This feature is only available for accounts created on or before July 23, 2025. The ActiveCampaign Ecommerce Dashboard displays performance metrics for your connected ecommerce store(s). You can us...
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How to sync existing contacts and leads from Salesforce to ActiveCampaign
You can bulk update the "ActiveCampaign Sync Status" field for existing contacts and leads in Salesforce so that they sync automatically to ActiveCampaign through the ActiveCampaign Salesforce inte...
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Tag Trends report
The report below is only available for existing accounts created before February 7, 2025. Accounts created on or after that date will only have access to the new Contact Performance Report. The T...
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Sales Performance report
The Sales Performance report provides a leaderboard view of your sales team's performance. This information is displayed in top-level metrics and visual bar graphs. Using this report will give you ...
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Expediting your campaign approval process
At ActiveCampaign, we strive to provide great deliverability for all of our customers. If you experience a high spam complaint rate, it can damage your sender reputation as well as our server reput...
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Getting permission to send email campaigns
Information on this page does not constitute as legal advice. When a contact opts into your list, they are giving you permission to send them emails. Getting this permission is essential, and it en...
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Troubleshooting Facebook Custom Audiences
In this article, we'll discuss two of the most common issues our users experience with the Facebook Custom Audiences integration and how to troubleshoot them. To learn more about the Facebook Custo...
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How to create and edit a stage in ActiveCampaign
Stages represent the steps included in your pipeline or sales process. In the Deals CRM, they are presented in columns; as deals progress through stages, they move from left to right. When you ...
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How do I install the ActiveCampaign mobile app for iOS?
In this article, you'll learn how to install the ActiveCampaign mobile app for iOS. The ActiveCampaign mobile app supports iOS 14.0 and higher. Install the ActiveCampaign mobile app for iOS ...