Sarah N
Articles
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How to set automations to "Active" or "Inactive" in ActiveCampaign
It is important to set your automation to the correct status so contacts can enter or not enter based on your desired outcome. How it works Active Making an automation "Active" means you are ready ...
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How to mark a Deal as Won or Lost
As a best practice, we recommend updating the status of closed deals to Won or Lost. Only by changing the status of that deal does our software recognize that a deal is closed. Correctly marking ...
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Agency payment processors
If you’re new to the Agency program, you may not be sure what to use for a payment processor to collect revenue from clients. We interviewed several of our agencies to see what they currently u...
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Why does my email look bad on mobile?
Creating an email that renders correctly on mobile devices can be challenging: the device, operating system, screen size, and email application all impact how your email can appear for any given co...
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How do I assign deal tasks in ActiveCampaign?
Deal tasks are to-do items created for deals. Tasks can be assigned or reassigned to a user who has permission to access the deal's pipeline. To assign a task: Click Deals > Tasks on the left men...
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What is the difference between link tracking and site tracking?
Link Tracking Link tracking shows which links in your campaigns and automation emails are being clicked, the number of times they are clicked, and which contacts clicked them. This is automatically...
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Troubleshoot why automations are not triggered by web site visits
After you set up site tracking in your ActiveCampaign account, you can use the "Web page is visited" automation trigger to start an automation when a contact visits your site. However, how you set ...
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How to test your campaigns
Testing your campaign before sending it out to your list is a critical step in your email marketing process. We recommend using different methods to help ensure that your links are working properly...
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Leadpages integration
To integrate Leadpages with ActiveCampaign, you’ll need to have a Leadpages account and an ActiveCampaign account.There are two different ways to integrate your ActiveCampaign form with Leadpages: ...
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Send a direct 1:1 email from a contact record
With ActiveCampaign, you can send direct 1:1 emails, or one-off messages, from the Contact Overview page and a contact record.Take note Contacts do not need to be subscribed to a list to receive a ...