Sarah N
Articles
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Install the ActiveCampaign Chrome extension
ActiveCampaign’s Chrome Extension brings CRM tools straight to your Gmail inbox and Chrome browsing experience. With this browser extension, you can access and manage Contact, Deal, and Account inf...
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Field mapping cheat sheet | ActiveCampaign Salesforce integration
The ActiveCampaign Salesforce integration lets you map ActiveCampaign contact fields to Salesforce lead and contact fields.In this article, you'll learn which dynamic field mapping combinations you...
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Agency Account Snapshot Tool Overview
The Account Snapshot Tool lets you create a time-stamped copy of a sandbox account. Once a snapshot is created, it can be stored for later reference and used to create new client accounts. A new ac...
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Abandoned cart overview
An abandoned cart scenario happens when one of your customers adds items to their shopping cart but then leaves your online store before completing their purchase. This action can lead to many lost...
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How to see connected automations with the automation map in ActiveCampaign
The Automations Map displays how your automations are connected at-a-glance and provides you with high-level performance statistics. What are connected automations? Connected automations are a...
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How to add wait steps after emails in an automation
When using the "Send Email" automation action, it's best practice to add a timed or conditional "Wait" action afterward. Doing so gives your contacts time to open and interact with your email. This...
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Use Engagement Tagging automation recipes
We updated our recommendation for list cleanup and tracking contact engagement. Read our "Expedited List Cleanup" article to learn more. With ActiveCampaign, you can use the two-part Engagement T...
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Win Probability: Predicting which deals are most likely to win
Win Probability is a percentage field on each deal that signifies how likely that deal is to be won. This allows you and your sales team to prioritize deals so you can focus your time and efforts o...
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Best practices for using Tags in ActiveCampaign
Tags offer a flexible way to organize contacts and can be used in automation triggers and as conditions in conditional content. They are meant to represent temporary data and are very easy to apply...
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How do I add or remove a tag with an automation?
You can add or remove a tag with automation actions. To learn how, follow these steps: Click Automations on the left menu, then click "Edit" for the automation you want to edit. Click the node (+)...