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Hi there! Curious if anyone has any best practices or advice on how to leverage ActiveCampaign’s deal pipelines specifically to the point of seeing how long each prospect stays in each stage as well as gathering insights or A/B testing on how varying approaches work? Thanks in advance!

I’ve sent one test email. Now trying to set up an automation. I’ve selected a trigger and I’m trying to add a campaign. I select any email or template and when I do sender details pops up. Right after I enter a subject line, it won’t let me continue. What is the most common reason for that? Something I probably haven’t set up?

Hey Team, I have 2 forms “live” which I’m using as landing pages to collect email addresses in exchange for a Lead Magnet. How can I hide the “Marketing by Active Campaign” text at the bottom of the form? It really takes from the whole look and I just don’t think it’s necessary there. If anything, it’s a deterrent for people to sign up. If I don’t get sign ups, I don’t have a list - if I don’t have a list, then honestly I don’t need active campaign so how can I get rid of it? Many thanks.

Hi everyone! I just wanted to contribute to this community forum with my tips and tricks on how to run ActiveCampaign automations in conjunction with the Deals CRM. We are running an online course business, but this will be applicable to all types of businesses. So first, we generate an actual lead before they make their way to the CRM. It’s super important for us to only spend time on people who might actually buy something from us. How do these hot leads go into the CRM? If their engagement level is high. We use Lead Scoring automations for that. For example, when someone replies to an email, visits a checkout page, visits a sales page, clicks on a link in an email, or even reads an email, they get engagement points. Once they go over a specific engagment score, there is another automation that pushes them to the CRM to a “Potential Client” bucket. *It’s really important to install the ActiveCampaign WordPress plugin to track the engagement scores of the users that are already in y

A campaign was sent out recently and we received an unusually high amount of unsubscribes from the lists. Usually it’s 1-5 but this round there were over 100 contacts that unsubscribed. I wonder if this is a bug? We’ll have to add those contacts again to the lists but is there a way to prevent this from happening again? On top of that, I noticed all of those contacts who unsubscribed clicked through almost every link in the campaign?

Hello, I really didn’t find an answer to this on any documentation. When you copy an existing automation and create a new one, we notice that the campaigns (emails) from the original automation are also visible in the new one. These emails have a yellow question mark icon next to their names, indicating that they are not currently being used in the new automation. I’d like to know if it’s safe to delete these emails from the “Manage Emails” section without affecting the original active automation and report data. My question is: Can I delete these from Manage emails without any side effects? We sometimes copy active automations and the campaigns (emails) and I want to be sure that if I delete from my new copy of the automation will not delete those that I have in my active one. Or any best practice would be of great help. Thank you

Hello ActiveCampaign Community, We’re excited to introduce CoCharter (www.cocharter.ai), a new AI-powered tool designed to revolutionize how businesses interact with Marketing SaaS platforms, starting with ActiveCampaign. CoCharter simplifies complex and manual data analysis and enhances your workflow by allowing you to access your data through intuitive conversational prompts. For example, you can ask, “What are the top 5 campaigns by open rate this year?” Please watch our brief demo video to see CoCharter in action here on YouTube - https://www.youtube.com/watch?v=bq3LBCGNn2k We’re looking for folks to help us beta test our app and the ActiveCampaign integration. If you’re interested, please fill out this short Google form and we’ll be in touch with you in the next couple of weeks. https://forms.gle/Q414pHySECvRAcQd6 Why Join the CoCharter Beta? Early Access: Be among the first to experience CoCharter’s innovative features. You will also be among the first in line to get access whe

When we send an email blast from AC< our site goes down or has slow load times for at least 5 minutes. There are no users clicking in droves. We cannot figure out why this is happening. Any thoughts?

I just got a Virtual mailbox and want to change my address from my home address. How can I check this in the automations to make sure it doesn’t have the home address at the bottom of the emails? Thanks, Molly

I see that a lot of bots are clicking on links in my emails What should I do?

Has anyone found a good way to managing assigning deals via automation when the deal owner that would typically be assigned is out of the office? It’s not practical to change the deal owner in the automation to someone else for only while they are out. The only thing I’ve thought of so far is adding the manager to the deal notification email, but that feels like too many notifications for them to be on.

how can I build reports which can read all campaigns KPIs on campaign level?

The server that sends my emails via active campaign is blacklisted as a spam server by anti-spam filters such as spamAssassin. more info at this link: https://www.mail-tester.com/test-0x5e77nyw I’ve tried to get in touch with customer service several times about this without any response so far. It’s really problematic How can I solve this problem? Thanks

Thank you, Frank Basanta

We’re thrilled to announce the launch of our Early Access Program for the latest ActiveCampaign file features! This program is designed to provide exclusive access to our newest file functionalities before they’re officially released to the public. Please note that participation in this program is by invitation only and is exclusively reserved for registered participants. We’re committed to ensuring that our participants have the opportunity to explore and provide feedback on these cutting-edge features before they’re widely available. If you haven’t received an invitation, we kindly ask that you refrain from accessing this early access channel at this time. This forum topic is closed to select ActiveCampaign users and create for the purpose of asking questions about the features and providing real time feedback. As a member of our Early Access Program, you’ll have the unique opportunity to: 🚀 Explore new file features before anyone else. 🔍 Provide valuable feedback to

Hi! Do any of you know why he doesn’t send the test email? I also checked my spam, there’s nothing

Hello! I set up a form on a landing page to capture new leads from a promotion we are running. I set the form to have multiple on submit actions. I want it to add a tag, send an email notification, and subscribe them to a list. However it’s only subscribing them to a list, it is not adding the tag or emailing me. I also have this form triggering an automation. Is that why the other submit actions are not working? Do I need to set those in the automation instead? I appreciate any advice on this. Thank you!

My integration is adding certain new accounts via an import. How can I merge the 2 accounts? Both contain unique sets of data in the fields and I’d love if I could automate it.

The code below is written for a Code by Zapier action using ActiveCampaign’s API version 1 and contact_sync api action, as directed by AC Support for my use case. It appears to work but returns the following: INFO Response Text: {“result_code”:0,“result_message”:“Invalid request”,“result_output”:“json”} Since I’m new to using the fetch method in Zapier’s code action, any help troubleshooting is appreciated. Note: Code in separate reply below due to 403 error when I tried to save an edit.

Edit for clarity: In order to support double opt-in and all other ActiveCampaign features, can we use the API Request (in Zapier) to mimic the behavior as if the contact had filled out an existing form? Is it possible to “submit” an AC form from Zapier with the AC API Request? An external application generates leads. However, since it doesn’t integrate with AC natively I use Zapier to push lead to AC. I have to use tags and an automation to manually implement a “double optin” solution and the contacts are never marked unconfirmed. So, the issue is: how do leads coming from an external source get the double optin message as if they had completed the form without the headache of managing an automation to manually implement that process. I’ve tried a few versions of the AC API Request in Zapier (see screenshot) but none as added or updated a test contact. Any thoughts are appreciated!

The Slack CXA App makes it easy to post messages to any Slack channel you have access to using the “Post Message to a Slack Channel” automation action. Incorporating this action into your daily workflow will help you enable continuous communication with your teams. For example, you can use this action to alert a channel whenever a contact or deal reaches a certain score, when a contact submits an ActiveCampaign form, and more. Take note This integration requires a Slack account and access to automations in ActiveCampaign This integration is different from the ActiveCampaign Bot for Slack integration. Both options require different configurations Your Slack Administrator will need set up the integration or give approval for ActiveCampaign to work with your Slack workspace You can connect as many Slack channels to your ActiveCampaign account as you like You can only use one Slack channel per “Slack” automation action You can only post messages to public channels and any private channel

Segment.com is an analytics tool that allows you to track your data once and send it to any tool you wish to use. This integration provides a two way sync between your Segment.com account and your ActiveCampaign account. Set up the ActiveCampaign Segment.com integration To set up this integration, you’ll need to add your ActiveCampaign API URL and Key to your Segment.com account. Then you’ll need to enable ActiveCampaign Site Tracking and Event Tracking. Log into your Segment.com account. Navigate to your Segment workspace and add ActiveCampaign as a “Destination.” Provide your ActiveCampaign API URL and Key. This information is on the Settings> Developer page in your ActiveCampaign account. From your ActiveCampaign account, enable Site Tracking and/or Event tracking. For Site Tracking - enable and whitelist your website URLs. You do not need to add the Site Tracking code if you have the page events sent through Segment For Event Tracking - Enable status “On.” You do not

💡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!

💡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!

💡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!