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I want to be able to track why deals are lost and create a report on deals lost reasons, is anyone able to give advice on how to do this?

When users receive their newsletters via email, at the bottom of it, there is a link that says “remove me”. When a user clicks it it brings them to a page that says… You have been unsubscribed You have been unsubscribed from these emails. Please take a moment and let us know why you unsubscribe. Where from our Active Campaign dashboard can we go to modify that text…?

I have an automation that onboards people into a course. They choose their start date in the first email of the automation. After that, the wait actions are all set up to be based on the start date. They need to get all the emails, no matter what day they choose as their start date. It could be 30 days from now or 2. I have the start date set as a custom field. The first wait action seems to be the biggest problem. It’s set at Start Date is after Current Day plus 15. The other wait actions are the same, just varying the number of days before the start date. All accounts are getting stuck at that first wait action and not moving forward. I’ve tried changing the “after” bit to “is on or after” and “is on or before” and “before” and that does nothing. Nothing will move these people forward, except the start date being exactly 15 days out. Am I not putting the wait action in right or does this have something to do with them choosing a start date after they end up at that first wait action?

Hello, Does anyone know if we can use automations to update fields by append new data values but still retaining the old data on the same field. For example, Field “Favorite Colors” has a Value of: Red Contact fills out another form indicate different “Favorite Color” is: Blue Normally the New value would overwrite past value, but I want to know if we can just have it append to look like: Favorite colors: Red || Blue I know when you import you can store Multiply values in one field, but in automations you only have the option to update new value or clear the past value. Thanks in advance! If not possible in Active Campaign that is okay, as I do have a backup plan via 3rd party integration.

How can I view and/or export site tracking data for all contacts or lists?

Struggling to send regular email newsletters? Feel like you have nothing to say? You are not alone, and I’m here to help!New on YouTube: How to write an email newsletter when you feel like you have nothing to sayA simple 5-step framework to make it fast, easy and achievable to send a regular no-stress email Think Chit Chat Curate Cool Content Educate with Expertise Relate as a Real Human Store & Recycle Content Stop overthinking, start connecting! Watch this video to learn how to send a quality newsletter email once a week, every week, like you know you should be doing (but secretly have NOT been doing!) Watch here on YouTube

The log in page is not working. Any thoughts?

Segments are getting a MAJOR glow-up, very soon. The new Segments management and features are NOT in your accounts yet. But you’ll see AC being a bit excited about this via socials and emails… And… I’m excited too! Like, for real, dance around the kitchen in my AC swag singing a happy automation geek song - that level of excited ! Stay tuned to our emails for my first-look video, coming soon. AC have worked hard on this for a very long time, with a lot of influential input from Customer Advisory Board members, me included. It’s looking very promising so far. This will totally blow the lid off what we’ve been able to do with Segments in AC. I’m exploring via Early Access, and omg… wow! ActiveCampaign Academy members head to our What’s New board for sneaky peeks into what’s coming - sosoooooooo excited!

Hey guys, I want to start an automation when someone buys a digital product on our website. They should receive an email with the next steps do download our app. I tried to connect the mollie payment with activecampaign through zapier but Mollie doesn’t collect emailadresses. So I’m getting an error on zapier and the automation cannot start. Does anyone have experience with this problem?

Hello, I need your help. I create a group with 1 user. I would like this user to manage the deals section. When the contact appears in the pipeline the user clicks on the new contact to see the contacts details. On this stage the user can also click on contacts name on the right side of the screen and the contact details opens again in lists section and this time the user can see much more details from the contact such as tags, lists, automations… Is there any way to set permissions that way that the user can not see tags, lists, automations associated with the contact? All checks that I made when allowing access are at Info / lists and at Permissions / Deals / Enable group access to all deals. I tryed to solve that issue to uncheck the permission to the list and leave only the check at Permissions / Deals / enable group access to all deals. In this situation the user can not see the contacts name. Thanks for your help. Iztok

Hey everyone! 👋 I’m diving into the world of lead magnets and could use some wisdom from the pros! I’ve crafted this awesome white paper, but I’m scratching my head on the technical side of things. My main question: What’s the best way to redirect someone after they click “download” on a white paper? 🤔 I’ve heard about creating thank you pages, but I’ve got a few concerns: Won’t this slow down my site’s load time? If I end up with multiple white papers, do I need separate thank you pages for each one? Has anyone found a slick solution for this? Maybe a way to handle redirects without bloating the site? I’m all ears for your experiences - the good, the bad, and the “oh no, don’t do what I did” stories! 😅 If you’ve got any clever code snippets or killer tutorials that helped you conquer this, I’d be over the moon! 🌙 Thanks a million in advance - you folks are the real MVPs! 🏆 Vincent

I can not figure out what is going on with my automation. it is a 3 step welcome email/autonation and I can not get it to work. I can manually send emails out from my contact list but it appears it is the automation part that is now working.

Hey, I have a super-signature at the bottom of my email campaigns. The goal is to get leads to reply with either “STORY”, “CCO”, or “MACHINE”. Then depending on what they reply with, I want an automation that automatically sends the corrosponding link. i.e. My campaign → prospect replies “STORY” → I automatically send link to the story YT video My campaign → prospect replies “CCO” → I automatically send link to the sales page of this offer. My campaign → prospect replies “MACHINE” → I automatically send the link to a DIFFERENT landing page. What I’ve ALREADY tried: I’ve already tried to start an automation with the “replies to an email trigger”, and then create an IF/ELSE condition set to “if they reply to an email, then do this”. BUT, the problem is… I want to reply to leads DEPENDING on the content inside of THEIR reply (like “STORY” or “CCO” or “MACHINE”) How can I setup an autoresponder to send certain links to leads who reply with a certain keyword? Your help is much appreciated,

We are working with a design agency on some creatives to include in an upcoming email campaign, and they had the following (3) questions: Can ActiveCampaign platform take DCO creatives, served through Flashtalking? Can we implement DoubleVerify Tags, monitoring and blocking or only blocking tags? Can your platform take branded mobiles? Meaning mobile sizes (300x50/320x50) will be served through an HTML5 not Static (as usually served)?

How is it possible to change the primary admin? I’d like to upgrade another user to become the primary admin as the person who was responsible is taking maternity leave. However it doesn’t seem possible to change roles

We have an automation setup so that they will automatically receive their first email when a new contact is added. However, sometimes it seems like the email isn’t received right away. Is there some delay in when the emails are sent out from activecampaign? We do not have a delay added within the automation for the first email. Thanks

Is it possible to add a new client to an existing active automation but not at the beginning of the automation, but at a specific stage of the automation. For context - I started a weekly email delivery (not automated) to my new membership in May, 2024, when I was first building out the content, now I want to focus on bringing in more members and create a weekly automated email so i don’t have to send them manually to the original group and the new members. (trying to create a simpler and time-freedom delivery) If I set up an automated series of emails to be delivered weekly when someone NEW registers, how can I include the existing members without them getting the earlier emails that new members will get ? Is this even possible? I would be hugely grateful for your insights and how to’s. Thanks, Anna

💡CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!

Hi there, I am using Active Campaign’s API to upload contacts, accounts etc. How do I upload a physical address to an account. I.e how do I upload the “address_1”, “address_2”, “city” etc fields? Thank you for your help.

“Use stories in your emails” they said. “Great - I’m up for it” you said. … tumbleweeds blew … Because how are normal humans supposed to get enough good-enough stories to use in their email marketing?! ➡️ I’m sharing my story stash secrets, right here right now. Real life friends will have seen this play out - I get a far away look in my eyes, grab a weirdo picture and dictate email-related gobbledegook into my phone. If you’re curious on what makes me behave like this in public, watch this short YouTube on how to build a bottomless stash of stories to use in your email marketing. (featuring the secret orchid, lost but not lost airpods, some very strangled plants, and split tested curly hair) If I can do it, you can do it - and your email marketing strategy will be better for it. ⬇️ Watch > Like > Comment > Subscribe > Share ⬇️ Email Marketing: Easily Source Engaging Stories to Send

Hello, we experience that our floating box form is not showing on our wordpress site. We have installed the activecampaign plugin, and connected through API. All forms are showing in the settings → activecamapign page, and we’ve marked the form we would like to show. It’s not working. Our enbedded form are embedded without issues. Have you experienced the same issue or do you have any suggestions?

Our floating box keeps showing to the same user multiple times in the same session, when the user has signed up and goes to another page on the same website - inspite of the “hide after interaction” setting. It looks like the activecamapign cookies is not beeing saved and therefore the user is not beeing recognised, when he goes to a new page. Have you experienced this, and did you find a solution?

Hey! I love working with Activecampaign. We actually more use it as a business automation system than sending campaigns. 🤖 One type of such automation is “updating fields” based on certain actions. We have a checkbox field on Accounts (so we can not use tags) for listing which data sources our leads and clients are using. Based on certain actions, I want to add a data source, e.g. “SQL Server”, to the checkbox field. PROBLEM: Add “SQL Server” with automation removes all other values in the list. Isn’t it possible to add/select values in a checkbox field with automation or mass updating, without wiping out existing selections? If not, are their any other strategy to solve the described challenge?

Hi, I’m using the integration between Salesforce and ActiveCampaign, but the tag “salesforce-lead-converted-to-contact” does not appear in ActiveCampaign when a lead is converted. However, the fields related to the Salesforce Account sync correctly, and I understand that I need to sync a contact properly to ensure the account fields from Salesforce are synced. According to the documentation on this integration, the tag should automatically update when a lead is converted.

For anyone using WordPress I created a tutorial showing how to make your WordPress blog comments powered via chatbot using an entirely open source stack of tools. You setup a conversational bot to solicit comments and then piggyback that with additional qualifying questions to turn these commenters into enriched ActiveCampaign leads. Why would you want to do this? Make the commenting experience more conversational and engaging for your readers Ask predefined questions and learn more about who your readers are and what they want Pipe these leads into AC automatically and segment them based on their answers Post the comment portion of the chat back to WordPress so it’s handled as a standard WP comment and contributes to SEO You can do sophisticated stuff with the LLM nodes and conditional logic in the chat bot but this is a basic tutorial on how set up the most vanilla version end-to-end using all freely available tools. It uses TypeBot, N8n, Google Sheets, WordPress and ActiveCampaign