Sarah N
Articles
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Pivot data in Custom Reports
In this article, we will explain what Pivots are, when they are used, and how they will affect your visualizations. What is data pivoting? Using a pivot enables you to rearrange the columns and row...
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How syncing works with the ActiveCampaign Microsoft Dynamics 365 integration
Data syncs are set up and controlled in your Microsoft Dynamics account under the "Sync Settings" tab.In this article, you'll learn what data is synced through the integration and how the sync sett...
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How to turn off multi-factor authentication for your ActiveCampaign account
If you no longer want to use multi-factor authentication (MFA) for your ActiveCampaign login, you can turn it off. This means there will no longer be a second verification method to access your acc...
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Use the Bulk Contact Importer API
With ActiveCampaign, you can use the Bulk Contact Importer API to upload large numbers of contacts into your account with just one API call. Take note The Bulk Contact Importer API is available on...
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Use ActiveCampaign's integration with Twilio
Need help connecting your Apps? Our native integration service helps you connect your existing tools to ActiveCampaign, ensuring you have a complete picture of your customer’s experience. Activ...
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Use the ActiveCampaign Pipedrive integration
Need help connecting your Apps? Our native integration service helps you connect your existing tools to ActiveCampaign, ensuring you have a complete picture of your customer’s experience. Learn ...
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How do I preview personalization tags in my campaigns?
Some personalization tags will not work with test emails because there are no data values to be inserted. However, you can preview your campaign or automation email for a contact to see how persona...
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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...