Sarah N
Articles
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Basic troubleshooting steps for your ActiveCampaign account
There may be times when you experience unexpected behavior with your ActiveCampaign account that affects performance. This can include certain platform areas not loading, not performing correctly, ...
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Log into your ActiveCampaign account with multi-factor authentication
When multi-factor authentication (MFA) is turned on for your account login, you will need to use two methods of identification to access your ActiveCampaign account. How to access your ActiveCampai...
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How to use ActiveCampaign Sales Actions in Microsoft Dynamics 365
Sales Actions are page-level components that let you perform ActiveCampaign actions from your Microsoft Dynamics 365 account. About Sales Actions Sales Actions are located in your Microsoft Dynam...
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Use a template for your ActiveCampaign page
Page templates make landing page creation easier—once you select a template, all you need to do is focus on content. You can create a page using any predesigned template we provide or a custom temp...
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Create campaign templates
Please note that what you see in your account may differ from some of the steps outlined in this article. The "Campaigns" section in your ActiveCampaign account has been updated to say "Email." W...
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How to use pre-built automation recipes in ActiveCampaign
With the ActiveCampaign Marketplace, you can browse, import, and share automation recipes with the ActiveCampaign community. You may want to use automation recipes from the Marketplace if you're lo...
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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...