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This question was replied to in 2024 (Exclude users from reports) but wanted to see if it has changed. We are looking for a way to exclude employees from campaign reports without excluding them from getting the campaign email itself. Is that possible yet? I tried building a custom report that excluded based on contact domain name but it caused the metrics to increase 1000x over the base report so something is not behaving correctly.

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Hi there! I’ve been wanting to check if polls are available in active campaign, for example ina newsletter. I want to know if this is possible and if there’s any template for that already. Comments and suggestions are welcome! Thank you!

My staff currently have to manually log in and download the invoice at the beginning of the month. We would like to receive it by email. Where can I set this up to automatically send the invoice to accounting at the beginning of each month?

I have a modal (pop-up) form on the home page that when submitted, goes to a longer inline form on another page. My question, how do I carry over the email address from one form to the next? In other words, how do I already have the email address filled in on the inline form since the customer has just entered in on the pop-up?

Hi! We are still in the middle of setting AC up and so far it has been fun - and a steep learning curve. Unfortunately, I have just encountered a problem for which I cannot find a solution for - and I hope you can help me. 🙂 As we are based in Europe, double opt-in is a must. Triggering it via a form also works perfectly. However, the problem is that every time a different form is sent, and a different list is subscribed to, the DOI confirmation email is sent again - even if the contact has already given their general consent. Now the question: Is it possible to retrieve the DOI status and only if no consent has been given for this or another list is the DOI mail sent? I have tried it via an automation that triggers via a ‘tag’, which has generally worked. But unfortunately, the confirmation link is not clickable - although it was set correctly in the template (%CONFIRMATIONLINK%). Andtherefor I am back at square one. Cheers and tahnks in advance! M.

Is there somewhere that I can access a pre-recorded version of the CRM training? I am registered to take one, but it is not for 12 days and I would love to get started now.

We are currently using JUST CALL for our group texting through AC but it’s in beta and has been a bad experience for us! What company / app do you know of that will allow us to send, receive and respond to a group text. We have around 50 group texts created monthly and each group is about 3-5 pp. And Each group communicates with each other round table style. Simple Texting does groups but will not allow the group to communicate amongst all parties.

hello communities, I am new here and want to start email-marketing for affiliate marketing. can you let me how can I get activecampaign trial hassle free? And is it worth it trial other than paid. Is there any limitations for trial. As a novice, hope best regards.

I want to remove a tag from 1000 (or 10k) users. how would I go about doing this via the API or the bulk API?

Hey guys - When testing an email with my team, we noticed the formatting of the email was showing up very different on phone’s when their settings are on “dark mode”. Examples would be links were underlined (that was turned off), the colors were completely different in some places than others and they were the same HEX code. Is there any options to help with the formatting of the email if the contact does have “dark mode” turned on? Also to add - they were viewing the email from the Outlook app on there phone, I can’t image what it looked like on Gmail.

Our Wordpress and Active Campaign has been connected for years, then today when I refreshed the connection on WordPress it’s no longer connected. I entered in the API Key and the API URL but I am receiving an invalid API URL message. How can I fix this?

Hey! How do I change the order of the Customer Object tabs on Account? See screenshot below. I want them to appear like: Data Sources (we want to this list without having to change tab each time) Reports Clients Partner

Hello community I’m trying to retrieve all possible information about a contact’s activities in ActiveCampaign. In the platform’s UI, within the “Recent Activities” section, a timeline displays events such as: Entry into an automation Addition of a note to a deal Creation of a task Assignment of a contact to a salesperson Clicks on email links Other contact-related events To fetch this data via the API, I’ve tried using the following endpoint: GET /api/3/activities?contact={user_id} However, the response does not provide the same level of detail as the UI. For example: Some activities seem to be missing. Activity details (such as the content of a note or the title of a task) appear incomplete or absent. The data structure does not accurately reflect the chronological order of activities shown in the UI. Is this the best endpoint to retrieve all activities of a contact? Do I need to combine multiple API calls to reconstruct the full timeline? Is there a way to get more detailed

When I do an advanced search in contacts, normaly you can save that segment, but in my screen there is no save button.

Why is the reporting not giving accurate figures? All campaigns summary page can show open rate of one campaign 1,69% when actual is over 46%. Can t find any selection hot to see actual and real results summar as it was before.

Hi everyone! We are facing an issue when sending events through the ActiveCampaign API. Sometimes the same event is triggered 2-3 times, although we have double-checked on our backend side that the POST request is only being sent once. We are using the standard request sending mechanism and don’t see any obvious errors in the logs. We’ve tried testing with different delays, but the result remains the same. Has anyone experienced a similar issue? Are there any specifics of how the API works or settings that might cause event duplication? Any help or advice would be greatly appreciated!

Where is an automations setting tab? Trying to find the below new update. Key Features Automation descriptions Add notes to document the purpose, audience, and key details of an automation for better collaboration. Entry rules and concurrency controls Manage how many times a contact can enter an automation across multiple triggers. Options include: Enter any number of times (default) Enter only once, across all triggers Enter only if they have exited the automation Exit criteria Automatically remove contacts from an automation when they unsubscribe from an email. The list association dropdown has moved from the manage messages modal to this new settings tab for easier access.

Hi, I am new in activecampaign and I am feeling excited joining in this forum. I am to try out Shopify store linking with activecampaign free trial. Can you walk me through how to get activecampaign free trail as a newbie and is there any ideas for this.

Hello, all: I have a series of emails I send out on schedule via Automation to cold leads and former leads/clients. I used to have one Automation for this, until my # of emails got to over 300 and performanace edting the Automation was impossible. To fix this, I made several automations. For example, Follow up 1, Follow up 2, etc. Then, each Automation only only gets 50 emails. At the end of each automation, I Unsubscribe them from the current list and Subscribe them to the next list in sequence. For example, at the end of Follow up 1, I unsub from 1 and sub to 2. Then when 2 is done, they go to 3, and so on. Here’s the question. Should I sub them to the new list first and then unsub them second? Or should I unsub first and then sub them second? Another way to ask this is if someone is in a an Automation and they are in the automation because a triggering event is “subscribe to follow up list one”, if I, in the middle of the automation, unsubscribe them, do they stop receiving ema

Hi! I have 2 questions regarding the v3 API: Segments not visible: I created some new segments. But segments are not visible in the response using endpoint https://{youraccountname}.api-us1.com/api/3/segments. Instead of my created segments I see some pre defined segments which are not available in my dashboard. I double confirmed I am using the API credentials from my account. I tried to create and send HTML campaign to lists/segments. I used https://{youraccountname}.api-us1.com/api/3/messages for creating an HTML message. But there is no option in the message object (Create a message) for creating HTML message. I added html key inside the message object myself for test and it seems HTML message is created. But I could not find any instruction to use the message to create and send campaign in the documentation (Create Campaign). I tried to pass the message_id, list_ids in the payload of https://{youraccountname}.api-us1.com/api/3/campaign But response says message_id, list_ids pa

I don’t seem to find any means/methods to export/download my Tags list? Is it possible?

We sent a campaign today and it appears the correct email is going out (based on responses I’ve receive, which show the correct email is going out), but when I click “View email” from the performance report, it shows an old version of the email. Any ideas why this is happening?

Has the Contact Trends Report been replaced with the Contact Performance Report?

World class email & automation using ActiveCampaign just got even better! New in ActiveCampaign this week - four major wins for users: add Notes to explain your automations - omg, gold - and with links and formatting too! block entry via triggers to restrict to once only or only if they’re not in the automation already - no more accidental repeat entries hooray! end automation on unsubscribe from an email it sent out - woohooooo! so easy email metrics visible inside automations - no more guessing or hunting for reports The pace of improvement and innovation that’s good for real business users is wild, in all the best ways. Head to any automation and look on the right side edge for a humble looking arrow icon - there is GOLD to discover in there. And look out for those super-handy in-line email metrics too - as a sender & strategist I love these SO much. Kudos the dev teams behind this, and to the gold standard leadership (hat tip to Kelly O’Connell) that’s driving th