Sarah N
Articles
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Use ActiveCampaign automation to create contacts and leads in Microsoft Dynamics 365
You can use automation actions in ActiveCampaign to create new leads and contacts in your Microsoft Dynamics 365 account. Take note You must have the Microsoft Dynamics integration configured...
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Using Custom Reporting Recipes
Custom reporting recipes are prebuilt dashboards and looks available in your account. You can use these templates as a starting point for building your own custom reports. Access custom reporting r...
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How to use themes with ActiveCampaign pages
With Page themes, you can create consistent designs for your pages using backgrounds, color palate, fonts, and layout. How Page Themes work Page themes is the central page setting where you establ...
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Set up your sending domain
Deliverability consultation Maximize your email deliverability with a one-on-one session with an expert for only $79 USD. Before you send emails through ActiveCampaign, you need to set up you...
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Data synced from the ActiveCampaign Shopify integration
The ActiveCampaign for Shopify integration is a two-way sync that sends actionable order, product, customer, and abandoned cart data from Shopify to ActiveCampaign for logged-in customers and guest...
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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 ...