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I want to send my controller a monthly or quarterly deals forecast report. Has anyone figured out if there is a way to automate this process?

I just ran my first automation and I’m wondering if I set it up wrong because the numbers aren’t lining up. Email #1 sent to 3,903 | Wait 1 day | Match conditions = Open email #1 in the last 2 days | If Yes send Email #2 993 contacts opened email #1 and matched the conditions above, but only 500 contacts were sent email #2. That’s a difference of 493 contacts with no unsubscribes or bounces. Why didn’t the other 493 contacts that opened email #1 get email #2? Is it because my condition (last 2 days) needs to be longer? Additionally, 2,601 contacts went into the queue as a “no” status, and when I compare the queue contacts to the open contacts there’s a difference of 309 contacts. Where did they go? This is just one exampl

Hello - I have a list of 1,500 active International contacts that I need to exclude from getting emails, and take out of my active contact list because we’re almost at our limit. They are currently subscribed to our USA list and I thought that if I imported these contacts, selected “Import as Excluded” it would do this for me (take out of list and active contact totals), but it did not. I searched a contact in List Exclusions, and they were there. But then I searched them as a contact and they were there too - still subscribed to a list. I then tried AC Chat and was told that I can Import these contacts again, select the list they’re subscribed to, and select the “Import as an Unsubscribed Contact,” which I did. However, I searched a contact and they’re still subscribed. Any thoughts on how to go about keeping them in the system, but excluding them from emails and not active in our contact count? The only other thing I can think of is to Import the

Here’s how you can get more clicks (and more fun) from ActiveCampaign email designs 🔥 New on YouTube (13 mins) 5 mind-blowing ActiveCampaign Email Designer secrets - So good you’ll want to switch If you’re using ActiveCampaign already and want your emails to get more clicks, make more money, and make your people happy – or if you’re thinking about making the switch but want proof the grass is greener – this is for you. There are magic tools hidden inside the ActiveCampaign Email Designer, that can turn every email into more clicks (and more sales) for your business. ✨ Add playful image flips Include in-email navigation - just like a web page 📱 Customise for mobile vs desktop ⚡ Show different words, images or CTAs depending on who

Hi everyone, I’m running into an issue with lead scoring in ActiveCampaign and was wondering if anyone has experienced something similar. In my automations, I assign lead scores with an expiration time. The points are being added correctly, but they don’t seem to be expiring as they should. To test this, I created a very simple automation: A contact receives +1 point, which is set to expire after 1 hour. The automation runs fine, and the point is added as expected. The automation ran as expec

Hi! I’m new to ActiveCampaign. I’m trying to set up Lead Scoring so that I can move contacts to MQL when they have reached a threshold. It looks like if I want to have this lead scoring run all the time, then I need to do this in Automations, not Lead Scoring. Do I have that correct? I have set up the individual Automations to create the lead score. However nothing is happening and my Contact Lead Score is not populating. What have I done wrong?

Does anyone have examples of what we should be tracking that can help with segmenting our client database?

Hi there! I’m getting an error that I’ve never gotten before when trying to import a list. The list is about 9k and I’m getting the error “Import failed for unknown reasons: There is already an active transaction” for about 2k of those contacts. I’m on the enterprise plan. Does anyone know why this may be? Thank you!

Curious about how ActiveCampaign can quickly find the exact right people to send an email to? I’ve got you covered! New on YouTube: How to use CONDITIONS in ActiveCampaign to search, segment & organise your Contacts This video showcases the magic of the Conditions Editor using Lego minifigs - yes really! - so you can confidently find and segment exactly the right contacts for any job. Whether you’re brand new or an old hand, if you want to get max ROI from ActiveCampaign you definitely need this! This is where you can unlock the full power of ActiveCampaign’s data, and finally get to grips with AND vs OR! 🧱 What the Conditions Editor is and why you totally need it 🔎 How to quickly count, segment or send based on anything ActiveCampaign knows 📊 The difference between AND and OR (with Lego minifigs so it finally makes sense!) 🛤️ Places you’ll see Conditions - like search, a

We’re thrilled to share that ActiveCampaign has topped six categories on G2’s Summer 2025 Momentum Grids, including Marketing Automation! These awards are powered by real user reviews and feedback, which means this success belongs to our entire community. Your insights, feature requests, ideas, and shared experiences help shape the platform we all rely on. Here’s to continued innovation and helping even more businesses create meaningful customer experiences! We are proud to be building a platform that powers our customers’ dreams, and thank you to everyone in this community for being part of this journey! More details: https://www.activecampaign.com/blog/activecampaign-g2-momentum-rankings-summer-2025

Just a bit of a rant. And I don’t know if other users are facing the same issue. Since the past 3-4 weeks, my account was not accessible due to activecampaigns billing page not being available. Couldn’t update any credit card details or nothing. All of my automations workflows, zapier zaps were stopping and sales dwindled. They gave me an external link to pay for my account. Did that and got the access back just in the past 2 days. Now when I go into my account, suddenly my plan has changed, number of users have been limited, my deals section is now a “sales bundle” that I have to subscribe to additionally. And at a huge higher cost. No intimation, no emails about these sudden plan changes, no recourse provided for the past 3 weeks of lost business. For a company that prides itself on providing clear communication to clients, this is just sad. Been an account holder since the past 9 years and this is how we’ve been treated. Wow. Time to move on I g

Instead of having to type in a custom Google Analytics Campaign Name every time, it would be great if there was a way to preload/create a list of campaign names and then have the option to be able to select the campaign name from a dropdown list (OR create a new one that automatically gets added to the list). This would help ensure consistency of use among team members.

Happy Tuesday, Activators! We’re celebrating your wins with ActiveCampaign AI — and rewarding you for sharing them. Let’s create a library of best-performing prompts for ActiveCampaign AI. Just drop your best prompt in the comments, and we’ll add 100 AI Activities (credits) to your account so you can try AI Prompt Block to summarize text, reveal sentiment analysis, translate language, and extract data to react automatically. And if you’re open to sharing your full AI success story, we’d love to feature and promote your business on our website and social channels. And as a thank you, you’ll also receive a $100 gift card! To participate, you’ll hop on a call with our team to discuss your AI experience in more detail, but here’s what we’d love t

Struggling to get your head around ActiveCampaign Forms for optins and info gathering? This one’s for you! New on YouTube (5 mins) How to use FORMS in ActiveCampaign to collect optins & info about your Contacts I’m breaking down everything you need to know about ActiveCampaign Forms - so you can finally collect and update contact info easily. Perfect for ActiveCampaign beginners or anyone wanting to up their game on Forms. 📝 What ActiveCampaign forms are for 🎨 How to customise with titles, images & prompt text 🔥 What happens when someone submits a form 🛡️ Crucial settings like double opt-in, tagging, and tracking Ready to make your ActiveCampaign forms work for you with zero fuss? ⬇️ Watch > Like > Comment > Subscribe > Share ⬇️

Hi everyone, Product background: We’re a therapy platform. I’m working on an automation that will send out a reminder to users when they haven’t booked a session with a therapist for one month or more. Relevant custom field is called Appointments as Client, which tallies the number of sessions a client has had. I also know when their last appointment at was booked, this field is just called Last Appointment At. What I want is a perfectly repeatable “one-month silence” follow-up for every session ≥ 2, but I’m running into trigger limitations. Current setup We have Automation A that fires when our custom “Amount of sessions” field goes from Blank → 1, sending a welcome/reminder sequence for anyone who only ever books session #1. That sequence will keep reminding for up to a year if they never book session #2. What I need now A second automation

I have been calling using the https://{youraccountname}.api-us1.com/api/3/campaigns call in an Azure data factory successfully for about a year and it stopped working two days ago. Now I am getting the following error message: Rest call failed with client error, status code 403 Forbidden, please check your activity settings…Response: {“message”:“Campaign IDs cannot be empty.”} I can make the same call using Postman and it works. I added an Orders by (&orders[sdate]=ASC) and I can preview the data but then the pagination doesn’t work and it gets stuck in a loop. This started happening about the same time I noticed that I was missing deals, that pagination appeared to stop working too until I added an Orders clause. Has there been an update to the API recently?

I want to create a saved response with the "You can call me at %deal_owner:phonenumber% however, the deal_owner:phonenumber doesn’t appear to exist. Is there a way to access that data? I can of course, access deal_owner:firstname, deal_owner:email etc.

Hi, This is my first time using the forum, so I apologize if this question has already been asked. I haven’t been able to find the answer. I need to segment my contacts more, and I would love it if I could create a nice looking profile page for people to update there information. I’m guessing I need to create some custom fields, but this is not something I want people to fill out as they sign up. I want to send them an automated email a couple of days later asking if they’ll help us sending them the most relevant content by adding some information (occupation, city, etc.). Is this possible? Best, Anja

I am using the https://{youraccountname}.api-us1.com/api/3/deals call to retrieve all Deals and I am pretty sure the # of deals it returned matched what was in the application at one point but now I it is not returning about 10% of the deal records. I don’t see any pattern among the missing deals. I tried to see if the API would return the records if I used the group (pipeline) filter and the records were still missing. I am able to retrieve the Deal if I use Postman and supply the Id however. Thank you

Hi We have been sending with AC for year, but suddenly last week, our newsletters are not being received by anyone. On reports I can see that they are sent, but 0 opens, and it just drops from one day to another. I have tried repeatedly to resend/new sending but issue is the same. Google Postmaster tools is all green i.a. all verifications are set up. No reports on spam on previous newsletters. Sending from same domain as the shop. I have created a ticket, but they don’t send any updates. We are bleeding turnover, but still it took AC 4 days to hand over to deliverability team, and the don’t reply to my requests for update. Does anyone have any suggestions for solutions? Can anyone recommend how to get AC to take this seriously and help us?

Hi there - we have a client facing a very niche issue. They have a WooCommerce integration with an abandoned cart automation. It includes a series of 3 follow-up emails. The issue is that if someone updates their cart over the course of the 5 days those emails run, the client wants the emails to reflect that. It seems like the cart details are “locked in” when a person starts the automation. Initially, I created two copies of the abandoned cart automation as well as a separate “feed” automation that put them in one of two and removed them if they were already in the other - essentially bouncing them back and forth so that their newest cart abandonment always showed. However, we realized that’s not going to work because I got this error message when the block wasn’t showing in the emails: “Abandoned cart block is disabled. This block requires an “Abandoned Cart” start trigger within an automation” Of course, that tr

If someone unsubscribes from one list, are they automatically unsubscribed from all lists if they are sent multiple forms of content?

We have two master lists that include the same people (members of a trade organization). We have two lists (our general list and one for just our insurance program) because some contacts will want to stay on our general list, but not want our insurance emails (and vs vs). How can we sync the lists so that when new association members/subscribers are added, they’re added to both lists at once? Thanks!

There needs to be an easier way to unenroll contacts when they reply then including them inside the automation before triggering the next email. I wish it was a button as part of the settings that if the contact replies to unenroll it from the automation. same way as if they unsubscribe button that can the turn on/ off for each automation. (tried to include an image but didn’t let me)

You can use the “Tag is added” trigger to start an automation when a tag is added to a contact. To learn how, follow these steps: Navigate to the Automations overview page. Click “New Automation” located on the top right of your screen. Select “Start from Scratch” then click “Continue.” Select “Tag is added” from the trigger modal and click “Continue.” Type the tag that will trigger this automation to