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💡 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!

💡 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!

💡 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!

This integration is available on all plans. With ActiveCampaign’s Stripe integration, you can sync data from Stripe into your ActiveCampaign account. Doing so will allow you to create and update contacts in ActiveCampaign and trigger automated workflows when an event occurs in Stripe. Take note You will need an ActiveCampaign account and a Stripe account to set up the integration This integration will not add contacts directly to a list in ActiveCampaign You can only map Stripe fields to existing fields in ActiveCampaign. This integration will not create any new fields in your ActiveCampaign account Only Stripe customer data can be synced to ActiveCampaign contacts. Charge, subscription, invoice, or order data is not available for mapping This integration does not support the one-click checkout feature How the ActiveCampaign Stripe integration works When you set up the ActiveCampaign Stripe integration, you must select a Stripe Resource and Resource Event. Whenever the chosen resourc

💡 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!

Zapier is an online tool that is used to connect two or more apps to automate workflows. With this integration, you can connect your ActiveCampaign account with hundreds of other external services by using ActiveCampaign as the “trigger” or “action.” For example, you can use Zapier to connect a 3rd party landing page service with your ActiveCampaign account so that any new contacts created from that landing page (“trigger”) are automatically added to your ActiveCampaign list (“action”). Popular ActiveCampaign Zaps Below is a list of the most popular Zaps used by ActiveCampaign customers. You may want to use these to sync data with apps you use the most with ActiveCampaign. Click any of the Zaps below to follow their setup guides. Add or update ActiveCampaign contacts for new Acuity Scheduling appointments Acuity Scheduling + ActiveCampaign Add or update ActiveCampaign contacts for new Calendly invitees Calendly + ActiveCampaign Add or update ActiveCampaign contacts from new activity in

💡 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!

Inserting personalization tags into your direct and automated campaigns can increase engagement and improve a contact’s experience with your brand. Depending on your plan level, you can personalize campaigns with contact, deal, or account information. Once the message is sent to the contact, the tag you inserted will be replaced by a value specific to the recipient. When the contact receives your message, they will see information specific to them. Personalize a campaign created with the Email Designer The Email Designer uses drag-and-drop structures and blocks that you can use to create your direct and automated campaigns. From your campaign, click the text block to which you want to add personalization. Click the “Personalization Tags” option at the top of the designer. A modal window will appear. Click the personalization option you want to use. The personalization tag is automatically inserted into your campaign. Personalize an campaign created with the Classic Designer The Class

Use the ActiveCampaign DocuSign integration to sync envelope records from DocuSign to ActiveCampaign. Doing so lets you create and update contacts based on DocuSign actions, view DocuSign activities on contact records, trigger automations based on DocuSign actions, and create drafts in DocuSign with automation. Take note In order to access this integration, you must have a DocuSign account plan that includes the Connect feature. These configurations are created and managed in DocuSign either via the eSignature System Administration application or via the eSignature REST API. Only the Business Pro and above plans are able to configure connect so additional cost may vary The integration setup takes place in your ActiveCampaign account This integration does not add contacts to a list in ActiveCampaign You must create all DocuSign fields and ActiveCampaign contact custom fields prior to setting up this integration You can only map existing DocuSign fields to existing contact fields in Act

Listed below are tags that the Salesforce integration adds to synced contacts in your ActiveCampaign account. These tags will appear on profile records for each synced record. Read the “What are Tags?” guide for more information on tags. From Salesforce to ActiveCampaign The following tags are added when contacts and leads are synced from Salesforce to ActiveCampaign. Contact: created-from-salesforce-contact Contact: salesforce-lead-converted-to-contact This tag replaces the “created-from-salesforce-contact” tag on the contact profile record in ActiveCampaign if the lead was converted to a contact in Salesforce Lead: created-from-salesforce-lead From ActiveCampaign to Salesforce These tags are added when contacts are synced from ActiveCampaign to Salesforce as a new lead or contact. Contact: added-to-salesforce-contact Lead: added-to-salesforce-lead Use any tags applied to contacts through this integration to: Create “If/Else” conditions in your automation Add conditional conte

💡 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!

💡 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!

💡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!

With ActiveCampaign, you can use the Healthcare: Appointment Reminder and Post-Appointment Feedback automation recipe available in our Marketplace to send automated appointment reminders to patients and gather valuable post-appointment feedback. Take note You need to have a date-based custom field that captures your contacts’ upcoming appointments for the automation to reference This automation uses a “Send SMS” action. To use SMS: ActiveCampaign accounts purchased or upgraded on or after January 3, 2023 must purchase the SMS Add-on to use SMS ActiveCampaign accounts purchased or upgraded before January 3, 2023: Plus and Professional plans receive 25 free SMS credits per month Enterprise plans receive 1,000 free SMS credits per month There are several different automated reminder workflows you can set up in your ActiveCampaign account. This article only covers one example. To view more reminder automation recipes, visit the ActiveCampaign Marketplace How the Appointment Reminde

In automations where a contact converts once they make a purchase, you may want to use a goal to move that contact to a different part of the automation. To create a goal that activates when a contact makes a purchase, use the condition “Last Order Date is Current date.” Our first instinct might be to use the condition “Has made a purchase.” However, this condition applies to any contact who has ever made a purchase — including contacts who have yet to enter the automation — and will result in contacts entering and immediately jumping to the goal. Consider that “Last Order Date is Current date” will also apply to any contact who made a purchase that day before triggering the automation. If this is a problem, consider adding more conditions to narrow the possibilities (like Product ID or Has made a purchase in a particular store) or creating a separate automation that adds a tag when a contact makes a purchase and uses that tag in place of Ecommerce conditions.

If you delete a “Wait” action while contacts are queued, those contacts will proceed to the next action in the automation. If it looks like the queued contacts have disappeared once the action is deleted, don’t panic! It can take a few minutes to process.

You can use the free “Webinar Reminder Series” automation recipe to create a webinar reminder automation. This recipe is in the “Create an Automation” modal on the Automations Overview page. Once you add the recipe to your account, you can customize it to best fit your needs. Take note This automation uses a “Subscribes to List” trigger and will send a reminder email 30 days, 2 weeks, 1 week, 1 day before, and day of the webinar date You can modify the trigger and timing of the reminder emails to whatever works best for you This automation will require you to have a custom date field that is populated with the webinar date You will need to create automated campaigns for each “Send Email” action in this workflow Add the “Webinar Reminder Series” automation to your account Click Automations on the left menu. Click the “Create an automation” button. Type “webinar” into the search field. Click “Webinar Reminder Series,” then click the “Continue” button. The automation builder will load.