ActiveCampaign FAQs

Hidden fields can only be used in Inline forms; they cannot be added to floating box, floating bar, or modal forms.

A hidden field can be used to pass information about contacts into your account when they submit your form. This field is not visible to your contacts. You can use a hidden field to collect information, such as UTM parameters, or even use it to help identify spam bot submissions.

In this article, we'll show you how to:

Create a hidden field

Use hidden fields to collect information about your contacts

Use hidden fields to help identify spam submissions

Create a hidden field

To add a hidden field to your form:

1. Click on Formslocated on the left-side menu.

2. Click “Edit” for the form you wish to add a hidden field to.

3. If your hidden field does not yet exist, click the “Add Custom Field” button located on the bottom right of your screen.

enable a double opt-in

4. Choose "Hidden Field" from the "What type of field would you like to add?" list and click the "Next" button.

5. Type a name for the hidden field and click "Add."

In this example, we'll call it "Hidden Field."

6. Drag the field from the right side menu and drag it into your form.

Use hidden fields to collect information about your contacts

Now that you have added a hidden field to your form, you may be wondering how exactly that field will collect information about your contacts. There are a few different ways to go about this:

Add a query string to your form's URL

This method will add a fixed value to your hidden field.

For example, let's say I have a hidden field called “Hidden Field” in my form and the personalization tag for that field is \%HIDDEN_FIELD\%.

When a contact submits my form, I want that hidden field to display the value of “Test” in that contact's profile page.

To do that, I would need to fetchthe personalization tagfor that field (go to Forms > Manage fields) and remove the percent (\%) signs.

Then I would grab my form's URL: https://acdemosarah.activehosted.com/f/15

and append it with this: ?hidden_field=Test

so that the form URL now looks like this: https://acdemosarah.activehosted.com/f/15?hidden_field=Test

This is how the form looks in an account. Note the hidden field:

This is how the form will look from the contact's point of view. Note the appended form URL:

When a contact submits my form, this is what I will see in their contact profile page.Note that the value for my hidden field is "Test":

If you wish to pass UTM parameters into a hidden field, then you would need to create a hidden field and modify its associated personalization tag to use an underscore, so that it matches the URL parameter.

Add a fixed value to your full embed code

After adding your hidden field to your form, copy and paste the full embed code to your site. Then, insert your fixed value for that hidden field into your form's html code.

Here is an example showing you where to add that fixed value:

Add a dynamic value to your full embed code

You can add custom code your site to dynamically “post” information to your hidden fieldwhen a form is submitted. This option will require custom coding on your end.

Use hidden fields to help identify spam submissions

To use a hidden field to identify spam submissions, all you need to do is add a hidden field to your form and leave it blank. You may want to label this hidden field “Spam” or “Spam Contact” so you can easily identify it later. Then, if your form is submitted with a value for that field, you'll know that a spam bot submitted your form and not an actual person.

It is important to note that this is not entirely foolproof as smart bots will not fill out a hidden field. The best way to protect your form from Spam submissions is to add a CAPTCHA to your form and to .

The CAPTCHA field can be added to Inline forms only.

CAPTCHA is a security solution that helps to prevent spam bots from submitting your form. This in turn prevents unwanted, spammy contacts from being added to your account which can harm your deliverability. With CAPTCHA, a contact is required to click on the “I'm not a robot” box when submitting your form. The contact will then need to authenticate themselves by passing a certain test that a machine cannot, such as selecting images that represent an object.

To add a CAPTCHA field to your form, follow these steps:

1. Click on “Forms” from the left navigation menu.

2. Click “Edit” for the form you wish to work with.

3. From the “Fields” section on the Form Editor, click the “Standard” tab.

4.Drag and drop the CAPTCHA into your form.

Here is how the form will behave on the contact's end:

Adding images to your campaigns and automation emails can help you build your brand and engage your subscribers. They can be used to advertise a service or product or be used as a call-to-action.

In this article:

Upload an image to the Image Manager

Add an image to your campaign or automation email

Best practices for adding images to your emails

Upload an image to the Image Manager

You can upload images you wish to use in campaigns and automation emails to the Image Manager. Images uploaded to the Image Manager can be used in any template, campaign, automation email, or form. In addition, you can upload your company's logo and/or favicon to the Image Manager and use the link we generate to add the image to your Account Settings > Appearance page.

Image files must be in a GIF, PNG, or JPG file format.

Only images you upload to the Image Manager will be accessible by you. Other users on your account will not be able to access images in the Image Manager that you upload. However, they will be able to see any images used in campaigns, automation emails, templates, and forms.

Once an image is uploaded to a folder in the Image Manager, it cannot be moved.

To upload a new image to the Image Manager, follow these steps:

From your campaign or automation email, click the Image Block in your email and click the "New Image" buttonto open the Image Manager.

use the social link widget

You can also drag and drop a new Image Block into your email and click the Image Block to open the Image Manager.

In the Image Manager,click the folder you wish to add the image to. You can create new folders by clicking the "Create Folder" link.

From your folder, click the "Add new image" button.

Select the file from your computer.

The file is now uploaded to the Image Manager and can be used in templates, campaigns, automation emails, and forms.

Add an image to a campaign or automation email

You can add PNG, JPG, and GIF files in your templates, campaigns, and automation emails with the Image Block. Only one image file can be used per Image Block.

In addition, you can add image files, including GIFs, to text blocks. Note that if you add an image to a text block, the image can only appear on the top left or top right of that block. Only one image can be added to each text block.

We recommend adding images to image blocks instead of text blocks. Links inline with an image in a text block will not be clickable in Outlook 2007 or Outlook 2013. In addition, text may not wrap correctly when the email is viewed on a mobile device.

Click to read best practices for adding images to your emails.

Add an image to your email with the Image Block

From your template, campaign, or automation email, drag and drop the Image Block into your email.

Click the block to open the Image Manager.

Hover your mouse over the image you wish to use and click the "Choose" button. To add a new image see the instructions in the previous section.

The image will be added to your email.

From here, you can drag the bottom right corner of the image to adjust its size. You can also use the Options menu on the right to add a link to your image, add Alt text to the info field, adjust padding and more. You can also edit the image once it's been added to your email.

Swap out an image in your email

From your template, campaign, or automation email, click the image you wish to swap out.

Click the "New Image" button.

Hover your mouse over the image you wish to use instead and click the "Choose" button.

The new image will be added to your email.

From here, you can drag the bottom right corner of the image to adjust its size. You can also use the Options menu on the right to add a link to your image, add Alt text to the info field, adjust padding and more. You can also edit the image once it's been added to your email.

Add an image to a text block

Note that if using this method to insert an image, text may not wrap correctly around an image when the email is viewed on a mobile device.

From your template, campaign, or automation email, click the text block you wish to add an image to.

Click the "Insert Image" button.

Hover your mouse over the image you want to add to your email and click the "Choose" button.

The image will be added to the top left corner of the text block by default.

To move it to the right, click the image and select "Align right." You can also drag the bottom right corner of the image to its size as well as use the Options menu on the right to add a link to your image, add Alt text, adjust padding and more. You can also edit the image once it's been added to your email.

Best practices for adding images to your emails

Keep the width of your images between 400 and 650 pixels.

This is the best width to use for both mobile and Outlook. Outlook will not scale down images that are 1000 or more pixels wide. Instead, the image will be displayed at its actual size, causing the width of your template to expand and become distorted.

Break tall images into smaller pieces.

Tall images will be compressed by our Email Designer to ensure deliverability, however, your image will lose its quality and can appear blurry and can take longer to load. If your image is taller than 600 pixels, we recommend breaking your image into separate, shorter images. This will allow email clients to load individual images faster and they will keep their quality.

Insert the exact image size you wish to use in your email.

Inserting a small image and then scaling it to a larger width by dragging the image corner in your email can distort the quality of your image, making it grainy or blurry. Conversely, if you insert a large image then scale it to a smaller size, the image will appear as its original size when viewed on a mobile device.

Use image blocks instead of adding an inline image to a text block.

Text content blocks containing an image and any links inline with that image will not be clickable in Outlook 2007 or Outlook 2013. In addition, text may not wrap correctly around your image when viewed in mobile.

Avoid text in your images.

If images are blocked by a subscriber's inbox, they won't see the text included in your image. In addition, the image may become distorted in mobile as it will need to be scaled either up or down to fit the mobile viewpoint.

Use Alt text.

Alt text is a brief description of your image and will appear in your email if a subscriber has images blocked. To add ALT text to your image click on the image in your campaign and add 1-2 words into the “Info” field under the options tab:

Use the Social Links widget to add social icons to your campaigns.

Using an image block(s) to insert your social icons will cause images to scale up when viewed in mobile and may distort your email. Instead, .

Conversations is available on all plans levels and can be purchased as an add-on to your account.

Contacts can be created from Conversations in three different ways: they can submit the Capture Form during a chat, they can send an inbound email to your unified inbox, or you can pass their email address into the Conversations javascript.

In this article:

Creating contacts from chat

Creating contacts from inbound emails

Updating contact fields

Passing a visitor's email address into Conversations javascript

Can I email contacts created from Conversations?

What happens to visitors who leave a chat before they submit an email address?

Why do some of my contacts have social media links?

Creating contacts from chat

You can use the Capture Form to collect information from visitors when they initiate a chat with you. This Form will appear in the chat widget and will allow you to collect the following information:

Email address (required)

Phone number (optional)

Organization (optional)

Full name (optional)

Once the email address and other pieces of information are collected, a contact profile will be created for the visitor in your ActiveCampaign account. All interactions will be stored in the Conversations unified inbox and on contact profile pages under the Conversations tab.

While visitors will need to submit their email address in order to be added to your ActiveCampaign account as a contact, they are not required to complete any additional fields that you supply in the form (phone number, organization, full name).

The Capture Form may have been enabled when you set up Conversations on your account. If this step was skipped during the initial setup, you can always go back to your Conversations Settings and turn it on. To do so:

Click “Settings” in the left menu, thenclick “Conversations.”

Click the “Messages” tab.

Set the toggle for the Capture Form to “On.”

The Capture Form will appear after the auto-reply message (if using) in a chat conversation.

You’ll see a preview of how the Capture Form will look in the chat widget:

pass a visitor's email address into the javascript code

Once a contact submits their email address through a chat, you can add them to an automation using the “Submits Form” trigger. Note that if the email address already exists in your account, a duplicate contact record will not be created.

You can use prebuilt automations specifically for contacts created from Conversations. These can be accessed in the automation recipe modal that appears when you click "New Automation." You can use these recipes to:

Send a follow-up message

Create a deal

Add to a custom Facebook Audience

Add a tag to all contacts or to new contacts

Add a local tag based on geographic location

And more

Creating contacts from inbound emails

An inbound email is a single unique email address that will route emails into your Conversations inbox. With this email address, you can forward emails from your personal email client and collect replies to campaigns and automation emails.

When you receive an inbound email from an unknown email address, we’ll create a contact profile record for them in your account. The conversation will appear in both the unified inbox and on the contact record under the “Conversations” tab.

Note that there is no automation trigger for contacts created from a Conversations email.

Updating contact fields

When you open a conversation, you'll have the option to update the following contact fields:

First name

Last name

Email address

Phone number

Account

Job title

These fields will appear in the visitor detail pane on the right side of your screen. To update any of these fields for a contact, click the field value in the visitor details pane. A dialog box will open. Type the new value for the field then click the "Save" button.

Any updates made to these fields will be reflected on the profile record for the contact.

Passing a visitor's email address into Conversations javascript

If you have identified the visitor when they start a conversation with you, you can insert their email address into the Conversations Javascript code that you get from the Settings > Tracking page in your ActiveCampaign account.

For example, if the visitor is logged into a page on your site, you may be able to identify them after they log in. Once their email address is passed to the code, any message they send will be associated with the contact matching that email address.

Learn how to .

Can I email contacts created from the Capture form?

While contact records are created when visitors submit the Capture Form, they are not considered opted-in contacts and are not added to any email marketing lists. This is because they have not explicitly provided their consent to receive marketing communications from you.

If you wish to invite the contact to subscribe to your list, you can supply a link to your online subscription form to them via chat or add them to an automation that sends a follow-up email and includes a link to your subscription form. Note that this follow up should be treated as a transactional email and should only relate to the discussion you had with your contact.

What happens to visitors who leave before they submit an email address?

The chat widget code you place on your site also places a tracking cookie on site visitors. If they initiate a chat and leave without submitting their email address, that conversation is still captured and stored in your Conversations unified inbox. If the visitor comes back within 30 days and does not clear their cookies, we’ll associate that visitor with their previous chat. If they submit their email address, a contact profile page will be created for them and their interactions will be listed on their record.

Why do some of my contacts have social media links?

By using the email address provided by the visitor, we will display links to their available social media profiles in the detail pane located on the right-side of the unified inbox. This allows you and other agents more context about the visitor that initiates a chat with you.

If you are close to approaching your contact limit, we’ll send you anemailnotification once every 15 days until you upgrade your account. We will not automatically upgrade your account for you.

You may not be able to add new contacts

This greatly depends on what method you are using to add contacts to your account. Listed below are the most common ways users add contacts to their account and what happens when you reach your contact limit.

Adding contacts via API

You may be using our open API or a 3rd party integration, such as ClickFunnels or Leadpages, to add contacts to your account. Once you reach your contact limit, you can still add contacts to your account using this method.

Adding contacts via ActiveCampaign Forms

If you are using an ActiveCampaign form as a method for capturing subscriptions and go over your limit, contacts can still submit your form and be added to your account.

Adding contacts via Import

You will not be able to add new contacts via CSV import.

Adding contacts via Admin add

You will not be able to create new contacts by clicking on “New Contact” from the Contacts page.

You will not be able to create or sendcampaigns

Once you reach your contact limit, you will not be able to create or send any campaigns until you upgrade your account.

If you are using the API to add contacts to your account, then you can exceed your limit by 10\% before you are no longer able to create or send campaigns.

Contacts will not get added to automations

Once you reach your limit automations will no longer trigger for your contacts.

If you are using the API to add contacts to your account, then you can exceed your limit by 10\% before automations stop triggering.

If you have contacts inan automation when you reach your limit, they will still proceed through each automation step. If they move through a send email step, that email will be queued for up to 24 hours. If an automation email is queued for longer than 24 hours for a contact, the email will not be sent.

Once you have reached your contact limit, we recommend upgrading your plan to allow for more contacts so you can keep sending campaigns. You can upgrade your account on the Billing and Upgrade page in your account. For more information on how to upgrade your plan, please see this help document.

Tags offer a flexible way to organize contacts and can be used in automation triggers and as conditions in conditional content (Plus, Professional, and Enterprise plans). They are meant to represent temporary data and are very easy to apply to contacts. For example, tags can be added to contacts manually or by automations, forms, link clicks, integrations, and API calls.

Because tags are easy to create, you may end up with too many tags or a disorganized tagging system. However, following these best practices can help you avoid what could be a confusing or even frustrating situation.

Plan your tagging system

What tags do you need and how will you use them? This is an important question to ask yourself for two reasons. First, it will prevent you from creating tags simply to create tags. As marketers, we become collector's of data but more data isn't always better. If you aren't going to use a tag, its existence only complicates things. Second, when you see the tags you're going to create, it helps you identify and define a logical structure.

For instance, you might decide that you want to tag your customer's by the category of product that they purchased so that you can upsell, cross-sell, and down-sell post-purchase. You might decide that it is logical to have a structure like:

Customer - Camera

Customer - Lens

Customer - Storage

Customer - Accessories

Keep it simple but be descriptive

Some people like to use acronyms and codes in their tags because it creates a shorter, prettier tag. The downside is that tags become cryptic and difficult to decode. If you choose to do this, be sure that you use the description feature of the Tag Manager to document what the tag's purpose is and what it means.

Even though your tags may become longer, it's good practice to make them as straightforward as possible. For instance, “Visited pricing page” might be a fine tag. You know exactly what it means and you'll never forget.

Use consistent naming conventions

Some people use brackets:

[CUSTOMER] Camera

Some people use colons:

Customer: Camera

Or dashes:

Interest - Content - Videos

Categorize your tags

You can also use a naming convention to categorize your tags. For instance, you might have a group of tags that indicates different behaviors:

[ACTION] Downloaded whitepaper

[ACTION] Clicked link

[ACTION] Opened campaign

[ACTION] Visited web page

Or, you might have tags that indicate product and content interests:

Interest - Product - Cameras

Interest - Product - Storage media

Interest - Content - Lenses

Interest - Content - How to

You can use any special character so choose whatever notation style makes the most sense to you.

Prune your tags regularly

Even with a plan, you'll probably find that your list of tags continuously expands. Make a point of regularly reviewing your tags and removing the tags that are redundant or unnecessary. The Tag Manager makes it easy to see all your tags, delete them, and merge duplicates into a single tag.

For more best practices and tips on using tags, check out this blog post.

If you are on a Lite, Plus, or Professional plan, you can update your site name, replace the ActiveCampaign logo with your own, and add a favicon.

If you are on an Enterprise plan, you can replace the ActiveCampaign logo with your own, add a favicon, switch off ActiveCampaign branding on an account level, and customize your site’s appearance by modifying the underlying HTML and/or overriding CSS styles.

In this article:

Access Appearance settings in your ActiveCampaign account

Customize your admin panel

Customize your public site

Customize email headers and footers

Turn off ActiveCampaign branding for your account

Access Appearance settings in your ActiveCampaign account

The Appearance page contains settings that you can use to customize the look of your ActiveCampaign account. To access this page:

1. Click "Settings" (gear icon).

2. Click "Appearance" in the left menu.

Customize your admin panel

In the admin panel of your ActiveCampaign account, you can update your site name, add a custom logo and/or favicon, update your application page layout, and modify your account's custom CSS.

Update Site Name

All plan levels can update their Site Name.

Updating your site name on the Appearance Settings page will be reflected on some default and notification emails and will be used as the title of your application, which can be seen in your browser's tab:

Apps page

Updating your site name is not the same as changing your account name. Requests to update your account name need to be sent to our Support team to process. Read the "How do I change my account name?" article for more information.

To update your site name, type the new name into the "Site Name" field provided and click the "Save" button at the top of the application.

Add custom logo

All plan levels can add a custom logo to their ActiveCampaign account.

You can add a large logo and/or a small logo to your ActiveCampaign account. The Large logo will appear on your account login page and the suggested minimum size is 200x25 px. The small logo will appear in the header of your admin panel and the suggested minimum size is 64x64 px. Your custom logo will replace the ActiveCampaign logo in those areas.

To add your own logo, you'll need to first upload the file to a hosting platform (you can also use the ActiveCampaign image manager). Then copy the URL of the image and paste it into the Logo field provided. When finished, click the "Save" button.

Add a favicon

All plan levels can add a favicon to their ActiveCampaign account.

A favicon is also known as a website icon, URL icon, bookmark icon, or tab icon. It's an image associated with your website, and in this case, your ActiveCampaign account. When you add a favicon on the Appearance Settings page, it will appear in the URL bar of your web browser or a web browser tab when you have your ActiveCampaign account open. You'll also see the image in your bookmarks if your account is bookmarked.

To add a favicon, you'll need to first upload the file to a hosting platform (you can also use the ActiveCampaign image manager). Then copy the URL of the image and paste it into the favicon field provided. When finished, click the "Save" button.

Customize Template

Enterprise plans can customize their admin panel layout.

The Customize Template section lets you add, remove, or reorder elements in your page layout. This includes:

Page content

Header navigation

Footer

Site name

Site URL

To update the layout of your admin panel, click into the "Customize Template" box and place your cursor in the area where you wish to add an item to the admin panel. Next, click the "Insert Tag" dropdown and click the option you wish to add. When finished, click the "Save" button.

To restore default settings, click "Reset to default."

Customize CSS

Enterprise plans can customize CSS.

The Customize CSS option lets you modify the underlying CSS of your ActiveCampaign account. This, along with customizing the admin panel layout, will change how your ActiveCampaign account will appear when you're logged into it.

The following elements can be modified with custom CSS:

Background color

Border

Font family

Font style

Font weight

To customize the CSS, click the "Insert Property" dropdown and select the item you wish to modify. Then in the Customize CSS box, type your CSS code. When finished, click "Save."

If you ever need to clear the styles you added, click "Clear Styles."

Customize your public site

Enterprise plans can customize the template and CSS for their public sites.

You can modify the template and CSS for your public site. These changes will be reflected on pages where contacts can perform actions or show subscription updates. These pages include:

Unsubscribes

Subscription updates

Forward to a friend

Campaign Archive

To further customize these pages, for example, to update a description, button text, or add an image, go to Lists then click the down caret for the list you wish to update a public page for. Click "Advanced Settings" then click "Public Pages." From there, you can make further updates to these pages.

Customize Template

The Customize Template area lets you add, remove, or reorder the following elements on your public pages:

Page content

Header navigation

Footer

Site name

Site URL

To update the layout of your public pages, click into the "Customize Template" box and place your cursor in the area where you wish to add or remove an item to your public pages. Next, click the "Insert Tag" dropdown and click the option you wish to add. When finished, click the "Save" button.

To restore default settings, click "Reset to default."

Customize CSS

The Customize CSS area lets you modify the style of your public pages. For example, you can modify the following:

Background color

Border

Font family

Font style

Font weight

To customize the CSS, click the "Insert Property" dropdown and select the item you wish to modify. Then in the Customize CSS box, type your CSS code. When finished, click "Save."

If you ever need to clear the styles you added, click "Clear Styles."

Customize email headers and footers

Enterprise plans can create customized headers and footers for both HTML and plain-text emails.

Headers and footers are non-removable pieces of content that you create and are applied to every HTML and plain-text email you send (campaigns and automation emails). These pieces of content are mainly used for branding purposes and are visible to your contacts.

Visit the How to create custom email headers and footers help article for more information.

Turn off ActiveCampaign branding for your account

Enterprise plans can turn off ActiveCampaign branding on an account level.

Note that once branding is turned off all mentions of ActiveCampaign will be hidden. This includes:

Text

Links

ActiveCampaign forms

The

Any apps that show the ActiveCampaign name and/or logo

Most integrations will be unavailable

To switch off ActiveCampaign branding, scroll down to the "Miscellaneous" section on the Appearance Settings page. Next, set the ActiveCampaign Branding toggle to "Off" by clicking it. When finished, click "Save Settings."

To turn ActiveCampaign branding back on for your account, set the toggle to the "On" position by clicking it. Then click "Save Settings."

Site Tracking connects your marketing and sales process to your website activity by tracking webpage visits made by contacts in "real-time."

In order for Site Tracking to work, you'll need to whitelist your domain(s) and place a small snippet of tracking code that we provide into each page of your website. Once a contact is identified, we'll place a tracking cookie on them which will record their page views. This page view data will then get sent back into your ActiveCampaign account.

Site Tracking is quick and easy to set up. We recommend that everyone sets up Site Tracking because it's a core feature that enables more powerful marketing and sales processes.

To read more about Site tracking and how it works, see this help article.

In this article, we'll discuss:

How to turn on Site Tracking and whitelist domains

Installing Site Tracking code

How contacts are identified

How to turn on Site Tracking and whitelist domains

1. Click "Settings" located in the left menu.

2. Click "Tracking" on the left side of the Settings page.

3. Under Site Tracking, click the red toggle to turn site tracking on.

click here

4. You'll see a section called “Whitelist and Install Code” and an option to add your domain(s).

In the "Add Website URL" field, type your website URL (excluding the “http://") and click “Add.” Your domain will appear to indicate it's whitelisted.

Add each of your domains (you can include the domains of multiple websites) and subdomains. Note that you are not required to include the "www" in the URL in order to whitelist the domain.

5. The Site Tracking and Conversations boxes will be checked by default for each domain you whitelist. The checked Conversations box means that the Conversations chat widget will appear on those pages. If you only wish to enable site tracking, you can uncheck the "Conversations" box.

Note that in order to add the chat widget to your website, you'll need to enable the Conversations feature.

Installing Site Tracking code

To install Site Tracking code on your site, click the "Tracking Code" box located on the Settings > Tracking page:

Press Control + c (Command + C on a Mac) to copy the code to your clipboard.

Press Control + v (Command + v on a Mac) to paste the code into your website.

For Site Tracking to work, you need to paste the tracking code that we provide into each page of your website. In general, we recommend placing the code in the footer as this is the easiest way of having site tracking work on all pages. However, you will need to review the documentation provided by your Content Management System (CMS) to make sure the placement of the code is correct. In addition, they may provide a solution that allows you to only paste the code once, and have it display on all pages.

Note that if you also have Conversations checked on the Tracking page, the chat widget will appear on every page that has site tracking code installed.

If you are using a WordPress site, please see our WordPress plugin article.

How contacts are identified

Contacts need to be identified so that their site visits can be linked to their email address. They can be identified in any one of the following ways:

By submitting a form you created in ActiveCampaign

By clicking a link in a campaign or automation email

By passing the contact's email address into the site tracking javascript code

To read about Site Tracking and the GDPR, .

Disclaimer: The contents of this web page do not constitute legal advice. This page is for informational purposes only, and we strongly encourage you to seek independent legal counsel to understand how your organization needs to comply with the GDPR.

If you’re using ActiveCampaign's site tracking feature to track visits made to your website by contacts in the EU, then you may want to make changes to consider how you’ve implemented site tracking in order to help with your GDPR compliance efforts.

In this article, we’ll discuss:

What is site tracking?

How the GDPR impacts site tracking

Who does this site tracking update for the GDPR apply to?

How to update site tracking for the GDPR

Read more about the GDPR.

What is site tracking?

Our site tracking feature tracks visits made to your website and associates those page visits with contact records. It also collects the IP address of your contacts. Site tracking allows you to see which web pages a contact visits so you can create segments and send targeted campaigns, display site messages to specific contacts, and is used with our attribution feature. These page visits and the IP address are considered personal data under the GDPR because they allow your contacts to be individually identified.

How the GDPR impacts site tracking

Under GDPR, you will need an appropriate lawful basis or legally approved reason before you can collect and store personal data. Once such lawful basis is consent. One way you can implement this is by creating a "Tracking Consent" notice on your site that states what information is being collected and how that information will be used based on the consent you are requesting. The information in this notice must use clear and plain language, advise of the ability to withdraw consent at any time, and contain a button or checkbox that the contact must affirmatively click in order to give their consent.

Keep in mind that, in addition to creating a proper method to collect consent (if you are processing based on consent), you will also need to comply with other GDPR requirements, including making a compliant privacy notice available to your contacts that makes very clear data processing practices and aligns with the GDPR requirements, including the notice requirements in Articles 13 and 14.

Who does the site tracking update for the GDPR apply to?

The site tracking update for the GDPR applies to:

Any ActiveCampaign customer in the European Union (EU) that is processing personal data and using our site tracking feature.

Any ActiveCampaign customer outside of the EU that is processing personal data of EU data subjects and using our site tracking feature.

How to update site tracking for the GDPR to obtain consent

1. Replace the site tracking code on your website.

We’ve made updates to our site tracking code in order to complement your GDPR compliance needs. You will need to replace the ActiveCampaign site tracking code you’re currently using with this new one. You can get this new code by going to Settings > Tracking in your account. The updated site tracking code will be located in the “Tracking Code” box.

See Article 83: General conditions for imposing administrative fines

2. Update the "Track by Default" setting in the site tracking code.

The "Track by Default" setting on our site tracking code automatically tracks page visits. Once you replace the site tracking code on your website, you will need to update that default setting. This update is done in the site tracking code that is pasted on your site.

You can change this:

vgo('setTrackByDefault',true);

To this:

vgo('setTrackByDefault',false);

Simply replacing the site tracking code (see step 1 above) will not change how the ActiveCampaign platform tracks data for you. Updating the "Track by Default" setting is a necessary step that may help you comply with the GDPR when you are processing data based on consent by allowing you to obtain freely given, affirmative, informed consent.

3. Create a “Tracking Consent” notice.

The purpose of this notice is to explicitly ask contacts for their permission to be tracked and notify them what, specifically, they are consenting to. This notice can be in the form of a banner or a pop up box. The notice must state what information is being collected, how it will be used, and let individuals know that they can withdraw their consent at any time. In addition, the notice must use clear and plain language and contain some method for individuals to indicate their affirmative agreement, such as a button that they must click in order to give their consent.

You are responsible for creating this notice. If you don’t know how to create this notice, you must work with someone on your team or organization who can, or preferably your legal counsel. Our support team will not be able to assist with creating a “Tracking Consent” notice.

4. Add a snippet of code to your “Yes/Agree” button on the “Tracking Consent” notice.

If a contact has allowed site tracking, you will need to call the Javascript function, vgo('process', 'allowTracking').

In order to allow tracking for future visits, when cookies are accepted by the contact, you might set a temporary cookie (for example, for 30 days). Then on each page load, check for the temporary cookie you have set and run vgo('process', 'allowTracking').

Example:

// Insert tracking snippet here

if (document.cookie.indexOf('accept_cookies') !== -1) {

vgo('process', 'allowTracking');

}

$('.btn').on('click', function() {

var expiration = new Date(new Date().getTime() + 1000 * 60 * 60 * 24 * 30);

vgo('process', 'allowTracking');

document.cookie = 'accept_cookies=1; expires=' + expiration + '; path=/';

});

The GDPR compliance deadline was May 25, 2018. Parties who violate the law, including collecting and processing personal data without a proper lawful basis such as consent, are subject to substantial penalties. .

If you are in the Admin group, you can edit permissions so that deal owners see only deals assigned to them. This includes deals for contacts and deals for accounts.

Account admins will always be able to see all deals regardless of deal owner.

Take note

Once this permission is set:

Users with permission to export deals will only be able to export their own deals. This includes using the API to export deals

Deal tasks and deal notes will only be visible to the deal owner on the contact page. They will not be visible to other deal owners

The Deal Owner filter for a pipeline will no longer be visible to your deal owners

Set the deal permission

1. Click "Settings" (gear icon).

2. Click "Users and Groups."

3. Click the "Groups" tab.

4. Click "Edit" for the group you wish to update permissions for.

5. A dialog box will open. Click the "Permissions" tab.

6. You'll see permission settings for each section in your account. Scroll down until you see "Deals."

7. Uncheck the box next to "Enable Group Access to All Deals."

8. Click the "Save" button.

Now all individuals belonging to the user group you just updated will only see deals assigned to them. They will not be able to see deals assigned to other deal owners.

If you access multiple Gmail inboxes from the same browser, you can prevent contacts from any of those inboxes from syncing into ActiveCampaign. This option is configured in the extension's settings.

To exclude a specific Gmail inbox from syncing into your ActiveCampaign account:

1. Click the ActiveCampaign logo near the address bar at the top of your browser.

2. A dialog box for the Chrome extension will open. Click "Settings"toward the bottom of the box.

3. A list of settings options will appear. Scroll down until you see "Manage Emails."

4. Type the email address of the Gmail inbox you wish to exclude from syncing then press the "Enter" or "Return" button on your keyboard.

The email address will be listed under "Manage Emails" under the ActiveCampaign Chrome extension settings. In addition, you will no longer see a side panel for contacts and you will not be able to track email opens or use personalization and saved responses in your emails for the excluded Gmail inbox.

The Google Sheets CX app makes it easy to update a Google Sheet with contact information using the "Create a row" automation action. You may want to use this action if you wish to export contact data for any use.

In this article:

How the Google Sheets CX app works

Add and configure the "Create a row" action in your automation

Disconnect your Google account from ActiveCampaign

Take note

This integration requires a Google account, access to a Google Sheet, and access to automations in ActiveCampaign

You can connect as many Google accounts to your ActiveCampaign account as you like

You can only use one Google spreadsheet per "Create a row" automation action

Only contact fields can be synced to the spreadsheet. This includes standard contact fields and custom contact fields

Only contacts who reach the "Create a row" action in your automation will be added to the connected spreadsheet

Any user on your account with access to automations will be able to access a connected Google account and add rows to any Google spreadsheet in that account

How the Google Sheets CX app works

Once you add the "Create a row" action to your automation, a prompt will walk you through the following connection and configuration steps:

Connect to a Google account

Select a spreadsheet. Note that this can be a spreadsheet that you own, that is in a shared drive that you can access, or that has been shared with you

Map contact fields with columns in your spreadsheet

As contacts pass through this action in your automation, mapped data will sync to the next available row in your connected spreadsheet in real-time.

Add and configure the "Create a row" action in your automation

1. From your automation, click "CX Apps" in the right menu.

2. Click the "Create a row" action and drag it to your automation.

3. A "Create a row" dialog box will open. Click the "Connect" button.

4. A list of Google accounts that you have access to will appear. Click the Google account you wish to connect to ActiveCampaign.

5. On the next screen, you'll need to grant permission for ActiveCampaign to access your Google account. To grant permission, click the "Allow" button.

6. You will be directed back to your ActiveCampaign account. The dialog box will show an "Account Connected!" message. Click the "Continue" button.

7. Next, you'll select the spreadsheet you wish to update as well as the sheet name. To do so, click the dropdown for both items then click the spreadsheet name and sheet name. Then click the "Continue" button.

Note that if you don't see the spreadsheet you wish to update in the dropdown, you can type it into the field then click it to select it.

8. For the next step, you'll need to map contact fields in your ActiveCampaign account to columns in your Google Sheet. While the Email and First name contact fields will be displayed in the dialog box for you to map, you are not required to map these fields.

To map the Email field, click the "Select a Field" dropdownthen click the column you wish to map the email address to

Note that column names (if using) will not be displayed in the "Select a Field" dropdown. Instead you'll see Column A, Column B, etc. To map the First name field (if using), follow the same actions.

9. You can map additional fields such as Last Name, Phone Number, and any custom contact field. To do so, click "Add Field Mapping" then follow the same actions outlined in step 8 (above).

If you do not wish to map a certain field, you can click the "X."

Once you're done mapping fields, click the "Finish" button.

The "Create a Row" action will be added to your automation.

In addition, Google Sheets will appear under "Connected Apps" in your ActiveCampaign account.

Disconnect your Google account from ActiveCampaign

You can disconnect your Google account from ActiveCampaign. When your Google account is disconnected, you will no longer be able to update any spreadsheets associated with that account using the "Create a row" automation action. No information will be lost on any associated spreadsheet once the account is disconnected.

1. Click "Apps" in the left menu.

2. Click "Connected Apps."

3. Click the "Google Sheets" app.

4. Click the "Disconnect" button.

5. A confirmation dialog box will appear. Click the "Disconnect" button.

Your Google account will be disconnected from ActiveCampaign. A confirmation message will appear at the top of the Google Sheets app page.

If you have duplicate contacts in your account, you can use the Merge function to combine them.

Note that it's not possible to merge more than two contacts at the same time. Once a contact is merged, the action cannot be undone.

1. From the Contacts Overview page, click the contact record of your Source contact. This is the contact you would like to merge into another contact. By the time the merge is complete, the email address for the Source contact will no longer exist in your account.

2. Click the Gear Icon next to the contact's name.

3. Click the "Merge" optionthat appears.

4. A modal window will appear and suggest other contacts for you to merge the Source contact into. These are called Destination contacts. If the contact you wish to merge into is listed, click the "Merge" button. If the Destination contact of your choice isn't listed, type their email address in the search bar and click the "Merge" button.

By the time the merge is complete, the email address for the Destination contact will remain in your account.

5. Resolve field conflict(s).

If your two contacts have different values for the same field(s), you will be asked which contact's field values to keep and which to discard.

To view all conflicting fields for your two contacts, click "View all conflicting fields."

The Destination contact will be listed on the left, and the Source contact will be listed on the right.

To select the contact's field(s) you wish to keep, click on that contact's namethen click "Next."This choice will be applied to all conflicting fields for this merge.

In this example, I am going to choose to keep the field values of my Destination contact. This will discard the field values of the Source contact.

6. Resolve automation conflict(s).

If these two contacts are in the same automation(s), you will need to choose either the Source Contact's version of the automation(s) or the destination contact's version of the automation(s).

To see all conflicting automations, click “View conflicting automations.”

The Destination contact will be listed on the left, and the Source contact will be listed on the right.

To select either version, click on that contact's namethen click “Next.”Your choice will be applied to all of the same automations that both contacts are in.In this example, I selected the source contact's automation stage:

7. Read and click the checkboxesin the final confirmation modal. Once finished, click "Merge"to complete the merge action.

8. A confirmation message will appear when the merge is complete. Click "Finish"to exit.

Once the merge is complete, the Source contact will be merged into the Destination contact; the contact record for the Source contact will no longer exist.

Tagsfrom the Source contact will be added to the Destination contact. These tags will be listed in addition to what the destination contact already has listed in their profile.

Open dealsassigned to the Source contact only will not be deleted and will not be assigned to the Destination contact. Instead, this open deal will remain unassigned in your account.

If there were other contacts on the deal in addition to the source contact, the deal will still be assigned to those contacts.

Past campaign activityfrom the Source contact will be added to the Destination contact's activity feed.

Custom reports are available on the Enterprise plan.

You can create custom reports with charts in your ActiveCampaign account. These reports can help you analyze information and answer specific questions you and your team may have around data or certain activities. When you create a custom report, you can save it to your account so you can access it at any time.

In this article, we'll show you how to create a custom report that shows you all deals won, lost, and open by deal owner.

Terminology

Access the custom reporting tool

Create the Count of Deals Over Time with Status custom report

Add a chart to the report

Save and access the report

Terminology

Before we get started, here are some terms you'll need to become familiar with as you create your own custom reports:

Dimensions

Dimensions describe data in your account. For example, contact name, contact ID, or city.

Measures

Measures are aggregate numbers.

View

A collection of data elements.

Look

Each report you create and save is called a Look.

Access the custom reporting tool

The custom reporting tool is located on the Reports section of your account. This is listed in addition to your standard reports.

To access the reporting tool, click "Reports" in the left menu. Then click "Custom Reports."

Create the Count of deals won, lost, and open by deal owner

1. Click the "Deals" located under Explore. This will expand the "Deals" view.

2. Next, you'll need to add an Owner dimension to the report. To do so, click the "Owner" option located under "All Fields > Deals."

3. Now you'll need to add a Status dimension to the report. To do so, click the "Status" option located under "All Fields > Deals."

4. Now you'll need to pivot the report by status. To do so, click the "Pivot" button that appears next to "Status."

5. Next, you'll need to add a Count measure to the report. To do so, click the "Measures" tab then click the "Count" option located under "Deals."

6. You'll now need to add a Time Filter to the report. Click the "Dimensions" tab then click "Created Date" under "Deals." The date menu will expand. Hover your mouse over "Created Month" and click the "Filter" button.

Note that the filter will appear under the "Filters" Header in the center of your screen:

7. Change the Time Filter. Navigate to the "Deal Created Month" filter located under the "Filters (1)" header and type "12" into the second box.

8. Click the "Run" button located at the top of the report.

The data will render in a table format.

Add a chart to the report

Once you run the report, you can add a chart to it to provide a visual representation of the data. To do so, click the "Visualization" headerto expand it then click the "Column" option.

Your data will be rendered as a column chart:

Save and access the report

Once you create your custom report and add your chart, you can save the report in your account so you can pull it up later. To do so, you'll need to save this report as a "Look."

1. Click the gear icon located next to the "Run" button.

2.Click "Save as a Look..."

3. In the "Title" field,type a descriptive title. For example, you can type "Count od Deals Won, Lost, and Open by Deal Owner."

4. Click "Save."

The report will be located in the Custom Report menu under "Looks." To access it, click the menu icon located next to the gear icon in the report, then select the Look you wish to view.

With the Video content block in the drag-and-drop email designer, it’s easy to include a link to a video in a campaign or automation email. The video content block generates a screenshot from your video and displays it in your email with a play button. When contacts receive your email, they will be able to click on the play button and will go straight to your video.

The video content block only works with videos hosted on YouTube or Vimeo that are made public. If you cannot host your video on YouTube or Vimeo, check out our suggested workaround below.

Note: It is not possible to embed a video directly into your emails. This is because most email clients will not display your video and it can cause your email to be flagged as spam.

In this article:

Add a video to a campaign

Add a video to an automation email

What if my video is not hosted on YouTube or Vimeo?

Add a video to a campaign

1. From the Campaigns overview page, click "Continue" for the campaign you wish to add a video to and navigate to the email designer by clicking "Design" at the top of the application.

2. Click the "Video" content block and drag it to your email.

link actions

3. Type your video URL into the URL bar. As a reminder, this content block only works with videos hosted on YouTube and Vimeo that are made public.

4. (Optional) Click the “Add An Action” buttonin the Video Setup modalif you want to perform any of the following actions when a contact clicks your video link:

Add tags

Remove tags

Subscribe to list

Unsubscribe from list

Add to automation

End automation

5. Click "OK" when finished.

We’ll generate a thumbnail from your video and display it as an image along with a play button. It is not possible to choose which thumbnail will be displayed here.

Add a video to an automation email

1. From the Automations overview page, click "Edit" for the automation you wish to work with.

2. Click "Edit" for the automation email you wish to add a video to.

3. Click the "Video" content block and drag it to your email.

3. Type your video URL into the URL bar. As a reminder, this content block only works with videos hosted on YouTube and Vimeo that are made public.

4. (Optional) Click the “Add An Action” buttonin the Video Setup modalif you want to perform any of the following actions when a contact clicks your video link:

Add tags

Remove tags

Subscribe to list

Unsubscribe from list

Add to automation

End automation

5. Click "OK" when finished.

We’ll generate a thumbnail from your video and display it as an image along with a play button. It is not possible to choose which thumbnail will be displayed here.

What if my video is not hosted on YouTube or Vimeo?

If you are not able to host your video on YouTube or Vimeo, you can still include a link to your video in an email by following the steps below:

1. Take a screenshot of your video.

2. Open your campaign or automation email.

3. Drag and drop the image block into your email.

4. Click the image block to pull up the image manager.

5. Click “Add New Image” to upload your screenshot.

6. Hover your mouse over the image and click “Choose.”Your image will be added to your email.

7. An "Options" tab will open on the right side of your screen. Paste or type your video URL into the "Link" field provided.

8. (Optional) You can perform any of the following actions when a contact clicks your image:

Add tags

Remove tags

Subscribe to list

Unsubscribe from list

Add to automation

End automation

To do so, click the gear icon in the "Link" fieldthen click the "Add an Action" buttonin the "Add a link" modal. Then click the "OK" button.

Learn more about .

Google Sheets is an online application by Google that lets you create and edit spreadsheets and is part of Google Drive.

You can use our Automatic Importer to add and update contacts from a Google Sheet into your ActiveCampaign account on a repeat basis.

In this article, we'll discuss:

Preparing your Google Spreadsheet

Setting up the automatic import

Resetting the automatic import

Import frequency and adding new data

Prepare your Google Spreadsheet

Before you use the importer to connect your Google sheet to ActiveCampaign, there are a few things that you will need to keep in mind in order for the import to work.

Column naming and order

The first three columns should be system Email, First name, and Last name. You can name the column headers anything you like, but ActiveCampaign assumes they exist in that order and position. If your first three columns are not in that order, this will cause the importer to fail.

Custom fields start in column D and can be named anything you like and contain any text values. The system will use the header row to determine the custom field names in ActiveCampaign.

Remove blank rows at the end

To ensure our system calculates the correct row to start on (when the importer runs again), make sure there are no extra blank rows at the end of your spreadsheet. Not removing these rows can also cause the importer to fail.

Here is an example of how your Google Sheet should look:

Note the order of the first three columns (Email address, First name, Last name) and that all blank rows have been removed.

Once your spreadsheet is formatted to the specifications listed above, you are now ready to set up the automatic import.

Setting up the Automatic Import

1. Click on Contacts from the left navigation menu to go to the Contacts Overview page. Click on "Import."

2. Locate Google Spreadsheets from the list of available automatic imports and click on it.

3. The Google Docs modal will open. Click “Next.”

4. You will be asked to log into your Google account if you are not already.

5. On the next screen, click “Allow” to give ActiveCampaign access to your Google Spreadsheets.

6. Optional - Select which list you want to add contacts to from your Google spreadsheet by clicking it. Click “Next” to continue.

7. On the next screen, choose one of the import options by clicking it. You can choose to either import contacts and auto import new contacts in the future, or, import contacts and do not auto import new contacts in the future.

8. Select your spreadsheet from the Spreadsheet dropdown. Then, click “Next.”

9. On the next screen, select a worksheet and click “Next.”

Your Google Spreadsheet is now connected to ActiveCampaign and contacts will be automatically imported into your account.

"Reset" the import

You can click the “Reset” button to have the importer start at the very first spreadsheet row the next time it runs. By default we’ll check for new rows at the end of the spreadsheet for seven days, then we’ll start from the beginning again (see the section below for more details). If you need to force the importer to start from the beginning, this is the way to do it.

Import frequency and adding new data

ActiveCampaign will process 1,000 rows at a time, every 30 minutes. If your spreadsheet has more than 1,000 rows, you will not see all of your data in your account right away. When new rows are added to the bottom of the spreadsheet, those will be imported within 30 minutes (once the system reaches that page).

ActiveCampaign only checks for new rows at the end of your spreadsheet. We recommend sorting by “date added” (you could have a column called that, which will become a custom field in ActiveCampaign) inascending order. This way new contacts will always appear at the very bottom of the spreadsheet.

Every seven (7) days the entire spreadsheet will be imported from the beginning; any changes you make to the data that was already imported won’t show up for almost a week.

Any empty custom field cells in your spreadsheet should be denoted with ~|, and those will appear as blank/empty in ActiveCampaign.

The Google Sheets CX app makes it easy to update a Google Sheet with contact information using the "Add a row" automation action.

Below are common questions about the Google Sheets CX app.

What is the difference between the Automatic Importer and Google Sheets CX app?

The Google Sheets CX app lets you send contact data from your ActiveCampaign account directly to a Google Sheet, eliminating the need for a 3rd party integration. The Automatic Importer lets you import contacts from a Google Sheet (as well as other applications) into your ActiveCampaign account.

What happens if I add a new column to a Google Sheet after I connect it to my ActiveCampaign account?

If you add a column to your Google Sheet after you connect it to your ActiveCampaign account, you'll need to adjust your field mapping so that your ActiveCampaign fields sync to the correct columns. You can update the mappings through your "Add a row" automation action.

How many Google accounts or spreadsheets can I connect to my ActiveCampaign account?

You can connect as many Google accounts and spreadsheets as you like.

Is there a limit to how much data I can sync to a Google Sheet?

No, there is no limit to how much data you can sync to your Google Sheet from ActiveCampaign.

What happens if the connected Google spreadsheet or tab in the sheet is deleted?

If a contact reaches an "Add a row" automation action where a connected Google Sheet or tab is deleted, the contact will skip over this step in your automation and an error will be logged. The logged error can be viewed in the "Connected Apps" section in your ActiveCampaign account.

If I connect a Google Sheet that has data in it, will the integration override my data?

No, it will not. The integration will sync new contact data to the next available row.

Can I sync deal data to a Google Sheet with this integration?

You can only sync contact data to a Google Sheet using this integration at this time.

The ActiveCampaign Chrome extension brings your ActiveCampaign account straight to your Gmail inbox. With this browser extension, you can do the following without ever leaving your email:

Create and manage contacts (all plan levels)

View a list of automations that a contact has entered (all plan levels)

View list subscription status (all plan levels)

Apply tags to contacts (all plan levels)

Create notes (all plan levels)

Create and manage deals (Plus, Professional, and Enterprise plans)

Create and assign tasks (Plus, Professional, and Enterprise plans)

Track email opens (Plus, Professional, and Enterprise plans)

Using this extension will save you time from switching back and forth between windows and tabs and will surface a contact's record and/or deal information in a side panel when you open an email from them. In addition, this extension lets you see who opened your email and who may need a gentle nudge.

Download the ActiveCampaign Chrome extension

Below is a list of resources you can use to get started with the ActiveCampaign for Chrome extension.

Extension setup

Install the ActiveCampaign Chrome extension

Manage contacts with the extension

Create contacts with the ActiveCampaign Chrome extension

Manage contact details with the ActiveCampaign Chrome extension

Create a note with the ActiveCampaign Chrome extension

Manage deals with the extension

Create a deal with the ActiveCampaign Chrome extension

View and edit deals with the ActiveCampaign Chrome extension

Create a task with the ActiveCampaign Chrome extension

Create and send emails with the extension

Create emails using the ActiveCampaign Chrome extension

Track email opens using the ActiveCampaign Chrome extension

With the ActiveCampaign for Chrome extension, you can use personalization tags and saved responses in any email you create in Gmail. Doing so will allow you to insert information specific to the contact you're emailing as well as insert phrases and messaging you and your team use the most in your communications.

In this article:

Personalize emails sent from Gmail

Insert saved responses into your Gmail emails

Personalize emails sent from Gmail

We automatically generate personalization tags for all fields in your ActiveCampaign account. This includes standard and custom fields for contacts, deals, and accounts. You can insert these tags into your emails to create dynamic content and personalized, human experiences for your contacts.

To use personalization tags in your Gmail emails:

1. Open the email composer in your Gmail account.

2. Click the "Saved Responses" icon located next to the ActiveCampaign logo.

3. Click the "Personalization Tags" option.

4. Click the personalization tag that you would like to insert into your email.

Personalization tags used in your saved responses will populate. If the contact in your ActiveCampaign account has a value for the selected field, you'll see the contact's value for that field. The field value will be purple and will have a lightning bolt icon.

If the contact does not yet exist in your ActiveCampaign account, or if the contact does not have a value for the selected field, you'll see the personalization tag instead. The personalization tag will be red and will have an alert icon.

Note that the purple and red callouts are only visible to the sender of the email.

If you try to send the email, a dialog box with a warning will appear letting you know that you have an empty value for the personalization tag:

You can either choose to send the email anyway or update the personalization by clicking either of the options presented. If you choose to update the personalization, the dialog box will close and you can delete the tag and type the field value directly into the email.

Once the email is sent, plain text will replace the callouts in your email. Text styling will not be present.

Insert saved responses into your Gmail emails

You and your team can leverage any saved response in your Gmail emails. A saved response is a time-saving solution that lets you insert insert phrases, messaging, and content that you frequently use into your communications. Saved responses are created in your ActiveCampaign account and can be accessed by anyone with an account login.

To insert a saved response into a Gmail email:

1. Open the email composer in your Gmail account.

2. Click the "Saved Responses" icon located next to the ActiveCampaign logo.

3. Click the "Saved Responses" option.

4. Click the saved response you would like to insert into your email.

The saved response will be added to the email.

Note on personalization tags

Personalization tags used in your saved responses will populate. If the contact in your ActiveCampaign account has a value for the selected field, you'll see the contact's value for that field. The field value will be purple and will have a lightning bolt icon.

If the contact does not yet exist in your ActiveCampaign account, or if the contact does not have a value for the selected field, you'll see the personalization tag instead. The personalization tag will be red and will have an alert icon.

If you try to send the email, a dialog box with a warning will appear letting you know that you have an empty value for the personalization tag:

You can either choose to send the email anyway or update the personalization by clicking either of the options presented. If you choose to update the personalization, the dialog box will close and you can delete the tag and type the field value directly into the email.

Once the email is sent, plain text will replace the callouts in your email. Text styling will not be present.

If your automation has multiple triggers, it's possible for a contact to enter your automation more than once at different times even though eachtrigger is set to "Runs Once." To prevent this, you can:

Add an “If/Else” statement under your trigger that checks for a tag, (ie, tag is “been in X automation”)

If “Yes,” you can end the automation

If “No,” add an “add tag” step where you tag contacts with “been in X automation,” followed by the rest of your automation steps

With the Goal automation action, you can add contacts to a specific point in your automation. This is helpful if you want to add contacts to your automation but not have them go through each step in order to reach a desired spot.

Let's say a contact completed your automation before you finished adding steps to it, or you may have an event coming up and you want to make sure that your contact receives the appropriate message rather than going through each step in your automation. With the Goal step, contacts will jump or skip directly from the trigger to that goal and proceed through the rest of the steps of your automation. For more information on the Goal action, view this help document.

For this example, we will use a tag as a condition for the goal. However, you can use other conditions, such as visits to a specific page, custom field value, campaign opens, and more. To add your contact to a certain point in your automation using a Goal and tag:

Locate the step in your automation that you want your contact to jump to. Click thegrey “+”.

From the modal pop-up, click “Conditions and Workflow” then click “Goal.”

Give your Goal a name and select “Click to add a goal.” This will open the segmenting tool where you can set your goal conditions. For this example, we will want “Tag Exists” and then we will specify the tag. In this example, we will use “Skip to goal” as the tag.

Under “And when the goal is...” select “Below contact's position.” Under “If the contact does not meet conditions:” select “Continue anyway.”

Navigate to the contact profile page of the contact you wish to add to your automation and apply the same tag to this contact that is in your goal condition.

Manually add your contact to the automation by clicking on the grey “+” located on the top right of the automations widget. From the modal pop-up, select the automation you wish to add them to and click “OK.”

As soon as thecontact is manually added to the automation, they will jump from the manual add trigger right to the goal step you created. You can view their automation path from the contact profile page. Click the automation name in the automations widget and click “Entered DATE.” You will see a page that looks similar to this:

Conditional content is available on the following plans:

Plus

Professional

Enterprise

Conditional Content allows you to send different contentto different contacts using a single campaign. For instance, you could:

Display a different product image depending on what a contact is interested in.

Insert a different offer depending on what stage of the customer lifecycle your contact is in.

Send a different informative article based on what problem a contact is trying to solve with your product.

This type of personalization is a way to increase the relevance of your messages for each individual contact. This type of personalization will improve your relationship with your contacts, increase your open rates, improve your conversion rate, and may improve deliverability.

Using Conditional Content with the email designer

1. In the Design step of the campaign creation process, hover over the content block you wish to make conditional. Click the Gear icon that appears to the right of the block.

2. Click “Make Conditional”.

3. The Conditional Content Block modal will appear. Here, you can select the contact data field to be used to display the selected content block. For instance, you could specify that if the contact’s gender is “male” then it display an image of a men’s product:

In this example, you might also add another image to the campaign directly below the other that displays a women's product if the contact’s gender is “female.”

When the campaign is sent, the images will hide or display based on whether the contact is tagged as male or female.

Using Conditional Content with HTMLor Textonly email campaigns

You can use Conditional Content in HTML or Text Only emails by inserting code. Conditional Content uses “If/Then” logic.

1. In the upper left hand side of the campaign creation screen, you’ll see “Insert.” Click “Insert” to display a menu. Click “Conditional Content.”

A modal window will display that allows you to configure the logic of your conditional content.

In this example, I’ll display a different product name based on what the contact is tagged as interested in:

After you’ve defined the conditions you want to use, click “Okay.”This will automatically insert the conditional content logic into your campaign where your cursor is placed. Your code might look something like this:

Now you would modify this code where it says “Insert Content Here” to define what will display if they match your conditions and “Insert Alternative Content Here” to define what will display if they do not match any of the conditions you’ve set. After it is modified, it might look something like this:

If you are sending an HTML email, you can insert any HTML or CSS code including images, links, etc. Note that if you are sending a Text Only campaign, you can only insert text.

Previewing Conditional Content

To preview an email campaign personalized with conditional content:

1. Go to the Campaign Summary step of the campaign creation process.

2. Click Desktop Preview.

3. In the upper right hand corner of the Desktop Preview, there is an email field. Insert the email address of one of your contacts and click “Preview” to see how the campaignwill appear for that contact when it is sent.

A split test involves creating different versions of a campaign and sending each version to a portion of your list. The version that performs best can be sent to the remainder of your list. Split testing also helps you learn what works best with your contacts so that you can improve your email marketing over time.

You can create up to five different versions of an email to test and choose how many contacts can receive each version. There are two types of split tests to choose from:

Test different email subjects and/or from information

You can use up to five different email subject lines, copy for preheader text, and from information.

Test different email subjects, from information and/or email contents

You can use up to five different email subject lines, copy for preheader text, from information, and email contents.

How to create a split test a campaign

1. From the Campaign Overview page, click "New Campaign" in the top right corner of the application.

2. Type the name of the campaign into the field provided and click "Split Testing." Click "Next" to advance to the next screen.

3. On the List page, you can select which list to send the split test campaign to, and decide which split test type to use. You can choose from:

Test different email subjects and/or from information

Test different email subjects, from information and/or email contents

When finished, click "Next."

4. On the Design screen, you will choose a template to work with. To select the template, hover your mouse over it and click "Use This Design."

5. Type the sender details and subject line into the fields provided. Click "Continue."

6. Make any necessary modifications to the template.

If using "Test different email subjects and/or from information" split test type:

You can add up to five different versions of an email subject line, preheader text, and from information by clicking the Gear icon located on the upper right hand corner of the page, then clicking "Add Test."

To switch between different versions of the subject line, preheader text, and from information, click the Gear icon to open the Campaign Settings modal. Then click one of the test versions at the top of the modal.

If using "Test different email subjects, from information and/or email contents" split test type:

You can add up to five different versions of an email subject line, preheader text, from information, and email contents.

When you choose this option, you will be able create additional versions of your campaign by clicking the addition symbol at the bottom of the Campagin Designer:

The version you are currently editing will be highlighted in green.

To use different subject lines, preheader text, or from information, click the Gear icon located on the upper right corner of the Campaign Designer for each version of your campaign.

To switch between versions of your email, click any of the versions listed at the bottom of the campaign designer.

7. Once you have finished creating all versions of your split test campaign, click "Next" on the top right of the Campaign Designer to go to the Campaign Summary page.

8. On the Campaign Summary screen, you’ll have the opportunity to check your subject lines, preheader text, send test emails, preview your campaigns, and review a spam check score.

Toward the bottom of the screen you’ll see a section titled “Split Test Options.”

“Do not determine the winner” will send the campaigns to equal portions of your list. After the test is complete, you can log in and view the report to seewhich version was most effective.

“Determine (and send using) the winner” will display additional options to choose whether the open rate or click through rate should be used to determine the winner and how long the app should wait before making this determination. Most opens and clickthroughs will occur within two days of a campaign being sent so this is probably a good length of time for most campaigns but you can modify this value as needed.

The “Email Ratios” section allows you to specify what percentage of contacts should receive each version of your campaign. In most cases, you’ll want these to be equal numbers. The last value (how many contacts will receive the winning version) is automatically set based on how many contacts in your list are left after the test versions are sent.

When you’ve configured the split test, click “Send Now”toschedule your campaign for sending.

The Content Library is a time-saving feature that allows you to save content that you use over and over in different campaigns. For instance, you might have an email signature that you use in many email campaigns. By saving it to your Content Library you can drag and drop it onto any campaign without having to recreate it.

The Content Library is accessible from the Design step of the campaign creation process. In the right-hand sidebar of the Designer under the Insert tab you’ll see a toggle for “Blocks” and “Saved.” “Blocks displays the default content blocks we provide and “Saved” displays the content blocks that you have created.

To save a content block to your Content Library:

In the campaign designer, click a content block you want to save.

Click the gear icon that appears to the right of the block:

Click “Save to Content Library” from the list of options that appears. Give the content block a descriptive name that will help you identify it later. Click “Save.” Your new content block will appear in the “Saved” tab in the future.

To use the content block, drag it from the sidebar and release it when the green placement indicator highlights the appropriate section of your campaign.

You can rename or delete your content block by clicking the gear icon that appears to the right of its name.

ActiveCampaign offers personalization tags for Contact fields (all plan tiers) and Deal fields (Plus, Professional, and Enterprise tiers). Contact field personalization tags can be used to insert dynamic content into campaigns, automation emails, email subject lines, sms messages, forms, one-to-one emails, "Thank you" messages for your forms, and deal titles in the CRM (Plus, Professional, and Enterprise tiers). Deal field personalization tags can be used to insert dynamic content into campaigns, automation emails, and one-to-one emails.

You may want to use personalization tags in your messaging to create a highly personalized experience for your contacts and increase engagement with your communications.

In this article:

How personalization tags work

Ways to use personalization tags

How to modify personalization tags

List of standard personalization tags

How personalization tags work

We automatically generate personalization tags for system fields and every custom field you create. This includes custom contact fields and custom deal fields. In addition, your account comes with a list of standard personalization tags. Each of these tags can be inserted into your communications.

When a personalization tag is used in a campaign or automation email, the value of that tag will automatically be inserted once the communication is sent to a contact. When the contact opens the communication, they will see the value for that tag and not the tag itself.

For example, if you wanted to address contacts by their first name in an email, you would insert the following personalization tag:

\%FIRSTNAME\%

When a contact receives your email, they will see their own name populated in the message.

Learn how to add default values to custom fields.

Ways to use personalization tags

Personalization tags can be used to insert dynamic content into the following:

Content of campaigns and automation emails

Email subject lines

Preheader text in emails

One-to-one emails

Site messages

SMS messages

Form fields (custom contact fields only)

"Thank you" messages for forms

Deal titles (Plus, Professional, and Enterprise plans)

How to modify personalization tags

Modifiers allow you to change the capitalization of your data when inserted into your campaign. This is useful for ensuring that proper nouns, such as names, are capitalized and common nouns, such as objects, aren’t, for example.

Modifiers are placed after a pipe symbol ( | ). So a first name personalization tag including a modifier to capitalize the first letter would look like this:

\%FIRSTNAME|UPPERFIRST\%

List of modifiers:

UPPER (converts entire tag to all uppercase letters)

UPPERFIRST (converts first letter to uppercase)

UPPERWORDS (capitalizes the first letter of every word)

TITLECASE (capitalizes the first letter of every word, and forces all other letters to be lowercase)

LOWER (converts entire tag to lowercase letters)

LOWERFIRST (changes the first letter of the text to lowercase)

LOWERWORDS (changes the first letter of every word to lowercase)

List of standard personalization tags

Below is a list of personalization tags that you can use in your communications.

Note that this list does not include personalization tags for any custom contact fields you create.

Description

Personalization Tag

Example Value

Email Address

\%EMAIL\%

[email protected]

First Name

\%FIRSTNAME\%

John

Last Name

\%LASTNAME\%

Smith

Full Name

\%FULLNAME\%

John Smith

Phone

\%PHONE\%

555-666-7777

Organization

\%ORGANIZATION\%

ActiveCampaign

Date Subscribed

\%SUBDATE\%

10/10/2011

Time Subscribed

\%SUBTIME\%

14:19:40

Unsubscribe Link

\%UNSUBSCRIBELINK\%

http://YOURACCOUNT.activehosted.com/box.php?nl=3&c=44&m=41&s=5cd0dc36f71e9bd4099f74e8bf64c51b&funcml=unsub2

Web Copy

\%WEBCOPY\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=153&l=-http--YOURACCOUNT.activehosted.com/p_v.php--Q-l--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_v.php?l=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b

Web Copy (no social links)

\%WEBCOPY-NOSOCIAL\%

Update Subscription Account Link

\%UPDATELINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=154&l=-http--YOURACCOUNT.activehosted.com/p_m.php--Q-nl--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_m.php?nl=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b

Send to Friend Link

\%FORWARD2FRIEND\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=155&l=-http--YOURACCOUNT.activehosted.com/p_f.php--Q-nl--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_f.php?nl=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b

Deal Owner: First name (of most recent deal)

\%DEAL_OWNER_FIRST_NAME\%

John

Deal Owner: Last name (of most recent deal)

\%DEAL_OWNER_LAST_NAME\%

Smith

Deal Owner: Email address (of most recent deal)

\%DEAL_OWNER_EMAIL\%

[email protected]

Unsubscribe Link (All Lists)

Note: This personalization tag will add contacts to your Exclusion list, which will prevent them from re-subscribing to your list(s).

\%UNSUBSCRIBELINK\%&ALL

http://YOURACCOUNT.activehosted.com/box.php?nl=3&c=44&m=41&s=5cd0dc36f71e9bd4099f74e8bf64c51b&funcml=unsub2&ALL

Social Submit Links

\%SOCIALSHARE\%

See below for each individual link URL.

Facebook Like Button

\%SOCIAL-FACEBOOK-LIKE\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=163&l=-http--YOURACCOUNT.activehosted.com/index.php--Q-action--E-social--A-c--E-f7177163c833dff4b38fc8d2872f1ec6.41--A-facebook--E-likeWith link tracking off:http://YOURACCOUNT.activehosted.com/index.php?action=social&c=d9d4f495e875a2e075a1a4a6e1b9770f.43&facebook=like

Share on Facebook Link/Icon

\%SOCIALSHARE-FACEBOOK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=156&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-facebookWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=facebook

Share on Facebook Link Only

\%SOCIALSHARE-FACEBOOK-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-facebookWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=facebook

Share on Twitter Link/Icon

\%SOCIALSHARE-TWITTER\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=157&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-twitterWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=twitter

Share on Twitter Link Only

\%SOCIALSHARE-TWITTER-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-twitterWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=twitter

Share on Digg Link/Icon

\%SOCIALSHARE-DIGG\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=158&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-diggWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=digg

Share on Digg Link Only

\%SOCIALSHARE-DIGG-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-diggWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=digg

Share on Reddit Link/Icon

\%SOCIALSHARE-REDDIT\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=161&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-redditWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=reddit

Share on Reddit Link Only

\%SOCIALSHARE-REDDIT-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-redditWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=reddit

Share on del.icio.us Link/Icon

\%SOCIALSHARE-DELICIOUS\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=159&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-deliciousWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=delicious

Share on del.icio.us Link Only

\%SOCIALSHARE-DELICIOUS-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-deliciousWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=delicious

Share on Google+ Link/Icon

\%SOCIALSHARE-GPLUS\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=160&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-gplusWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=gplus

Share on Google+ Link Only

\%SOCIALSHARE-GPLUS-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-gplusWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=gplus

Share on StumbleUpon Link/Icon

\%SOCIALSHARE-STUMBLEUPON\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=162&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-referral--E-stumbleuponWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&referral=stumbleupon

Share on StumbleUpon Link Only

\%SOCIALSHARE-STUMBLEUPON-LINK\%

With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-referral--E-stumbleuponWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&referral=stumbleupon

Today's Date(assuming today is Oct. 24, 2011)

\%TODAY\%

10/24/2011

Today's Date + 1

\%TODAY+1\%

10/25/2011

Today's Date - 1

\%TODAY-1\%

10/23/2011

List Sender Info

\%SENDER-INFO\%

My Email Marketing Company 123 S. Main St, Chicago, IL 60405 United States

List Sender Info (single line)

\%SENDER-INFO-SINGLELINE\%

My Email Marketing Company, 123 S. Main St, Chicago, IL 60405, United States

Sender List Reminder

\%SENDER-LIST-REMINDER\%

You were added to this list when you purchased from our company.

Contact's IP Address

\%CONTACTIP\%

90.434.22.189

Contact's List

\%LISTNAME\%

General List

Contact ID

\%CONTACTID\%

23

Campaign ID

\%CAMPAIGNID\%

14

Message ID

\%MESSAGEID\%

26

RSS is a type of web feed that allows people to receive and read updates to online content, such as news stories and blog posts. Adding an RSS feed to your campaigns and automation emails requires that you use an RSS content block. With this content block, you will enter your RSS feed URL, set how many new posts will be displayed in your email, and which items from your post(s) will be displayed. Our platform will then pull these items directly from your feed and display them in your email.

Adding an RSS feed to your campaigns is a great way to automatically keep your contacts up to date with your latest news and blog posts.

This article will discuss the following:

Two ways to use RSS in campaigns

How to create an RSS triggered campaign

Adding an RSS feed to a campaign

Using RSS in campaigns

There are two ways you can use RSS with your campaigns:

RSS triggered campaign

This is a recurring campaign type and is triggered to send when there is a new post in your RSS feed. On the Campaign Summary page, you can schedule the initial email to send immediately, or schedule it for a future date and time. You will also set how frequently ActiveCampaign will check for new posts in your feed.

For example, you can choose to have ActiveCampaign check for new posts on a weekly basis. If there is a new post within one week of your initial email, the subsequent email will send. If there is not a new post within one week, the email will not send. The platform will then wait another week before it checks to see if you have any new posts in your feed. If there is at least one new post, the email will send. If not, the system will check your feed again the following week, and so on.

Only one RSS feed content block can be used in this campaign type.

You may wish to use this campaign type if you wish to keep your subscribers updated with your latest news and blog posts on a recurring basis.

Campaign with an RSS content block

You can add one or more RSS content block(s) to a standard, automated, auto responder, split test, or date based campaign. If you choose to use this content block in your campaigns, we'll pull the latest information from your feed and include it in your email send. These emails are sent based on the type of campaign you're working with.

You may want to use an RSS content block with any of the campaign types listed above to share the latest events and blog posts with your contacts.

Standard campaign types can be scheduled to send at a future date and time or can be sent right away. In addition, you can also enable recurring sending and set how often this campaign will send to your list(s). The email will send if your RSS feed has been updated or not.

Automated campaigns (automation emails) with an RSS block will be sent to each contact as they encounter this step in your automation. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Auto responder campaigns with an RSS block will be sent once to each new contact as they subscribe to your list. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Split test campaigns with an RSS block can be sent immediately to contacts or scheduled for a future date and time. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Date Based campaigns with an RSS block can be configured to send on, before, or after a date field you specify.

How to create an RSS triggered campaign

As a reminder, this is a recurring campaign and will send to contacts if you have a new post in your RSS feed. This campaign type can only support one RSS feed URL.

1. From the Campaigns Overview page, click "New Campaign."

2. Type the name of the campaign into the field provided and click "RSS Triggered."Then click "Next."

3. Select the list you wish to send the RSS triggered campaign to and click "Next."

4. Select a pre-designed template to use. To do so, hover your mouseover the template you would like to work with and click "Use this Design." Then, click "Next."

Note that you can also click "Build from Scratch" to create an RSS triggered campaign that uses a blank template. You also have the option to create an email using your own custom HTML or Text Only.

5. A Sender Details window will appear. Enter your sender detailsand type a subject line. You can always change this information later. When finished, click "Continue."

If you wish to insert the post title into your subject line, type the following into the subject line field:

\%RSS:ITEM:TITLE\%

6. Locate where you would like to add the RSS feed into your email. Then, drag and drop the RSS Feed content block to that spot.

7. An RSS Feed Builder modal will appear. Enter your RSS Feed URL into the space provided. Your feed will load and the latest one will be displayed.

8. Click the "Items to show" dropdown to select up to how many new posts you wish to have displayed in your email.

We will only show new posts in your email. Meaning, if you select to show 3 posts, but only have one new post, we'll only display that one new post.

9. Click the "Customize" tab. This tab allows you to set which items from each post will appear in your email.

You can choose from standard items such as title, date published, long or short description, etc. You can also choose from items that are custom to your specific feed, such as enclosure or content URLs (to fetch specific images), category, links to comments, and more.

Selecting "Content Encoded" will display your entire post in your email.

To remove any items, click the "x."

To add any items, click the "Add" button.

You can only select properly formed RSS/XML tags from your RSS feed. Items available in the RSS builder are dependent on the items available in your RSS feed.

10. Once you've finished customizing the RSS content block, click "Update."

You'll then see your feed in your email:

To edit how this block appears at any time, hover your mouse over the content block and click the RSS feed icon.This will pull up the RSS Feed Builder modal.

You will be able to change the following:

RSS Feed URL

Choose up to how many new posts will be displayed

Choose which items from your posts will be displayed.

11. Make any additional updates to your campaign and click "Next" to go to the Campaign Summary page.

12. On the Campaign Summary page, you will be able to review your subject line, preheader text, sender information, and more.

In addition, you can select how often ActiveCampaign will check your feed for new posts. To do so, click the "Check every" box and click your preferred option from the dropdown.

13. Next, you can choose when to send the email. You can choose to schedule the initial send for a future date or time, or you can send the initial email it immediately.

Schedule for a future date and time

To schedule the initial email for a future date and time, click "Schedule" and use the dropdown menus to select when you would like the email to send. Then click "Finish."

Send immediately

To send the initial email immediately, click "Send Now."

The initial occurrence of the email will send at the day/time you select. Sends of subsequent emails will depend on when you choose to send the initial email, and what you selected for the "Check every" box on the Campaign Summary page. If there are updates to your feed, the RSS triggered email will send to your contacts. If there are no new posts, then we'll check again in X days/week - whatever you selected in the "Check every" box.

For example, if you wanted your RSS triggered campaign to go out every Tuesday, you would select "Week" for the "Check Every" box. Then click the "Schedule" button.From here, you would use the date dropdown and select "Specific Date" and select a date that falls on a Tuesday from the calendar. Then you would select a time for the email send. When finished, you would click "Finish."

We would then send your initial email on the date and time you selected on the Campaign Summary page. Then, when it is the following Tuesday at the time you selected, the platform would check your feed for new posts. If there are new posts, the campaign would send and include your new posts. If there are no new pots, it would wait until the following Tuesday to check for new posts again.

Adding an RSS feed to a campaign

You can add one or more RSS content block(s) to the following campaign types:

Standard

Automated

Auto Responder

Split Test

Date Based

Each RSS content block can support one RSS feed.

Automated, Auto Responder, and Split Test campaigns can only be sent once to contacts. The Date Based campaigns can be configured to send on, before, or after a date field you specify. They can be sent once to contacts, or on a yearly basis. The Standard Campaign with an RSS feed can be configured to send on a recurring basis, or once to contacts.

These campaign types will send regardless if there are new posts in your RSS feed or not.

To add an RSS content block to your campaign:

1. From the Campaigns Overview page, locate the campaign you wish to work with and click "Edit."

You can also create a new campaign by clicking the "New Campaign" button on the top right.

2. Drag and drop the RSS content block into your email.

3. Enter your RSS Feed URL into the Feed URL field.

4. The feed will load. Click the "Items to show" dropdown and select how many posts you would like to have displayed in this box.

5. Click the "Customize" tab. This tab allows you to set which items from each post will appear in your email.

You can choose from standard items such as title, date published, long or short description, etc. You can also choose from items that are custom to your specific feed, such as enclosure or content URLs (to fetch specific images), category, links to comments, and more.

Selecting "Content Encoded" will display your entire post in your email.

To remove any items, click the "x."

To add any items, click the "Add" button.

You can only select properly formed RSS/XML tags from your RSS feed. Items available in the RSS builder are dependent on the items available in your RSS feed.

6. Once you've finished customizing the RSS content block, click "Update."

You'll then see your feed in your email:

7. Once you're happy with your email, click "Next" to go to the Campaign Summary page.

Here you'll be able to review your subject line, preheader text, review your Spam score, and send yourself a test.

If you're using the Standard Campaign type with an RSS feed, you will be able to enable recurring sending. To do so, click the "Enable" button under the Delivery section.

A dropdown will appear. Here you can set how often this campaign will send to your list.

Automated, Auto Responder, and Split Test campaign types do not have a recurring send option. Dated based campaigns can be sent one time or yearly.

8. Once everything looks good on the Campaign Summary page, you can configure sending for your email.

Standard campaignscan be scheduled to send at a future date and time or can be sent right away.

Auto responder campaigns are sent to contacts as they subscribe to your list. This email can be set to send immediately upon subscription or within a specific timeframe.

Split Test campaigns can be scheduled to send at a future date and time or can be sent right away.

Date based campaigns will go out to each contact on a list on, before, or after a date field you specify.

Automated campaigns are automation emails. As soon as a contact encounters a Send Email action that uses this campaign, it will send to that contact.

An auto responder campaign is one of six campaign types and is used to send a one-time email to contacts after they subscribe to your list. You can use this campaign type to send a "Welcome" message to contacts as soon as they subscribe to your list, or use it to send a "Check in" message a certain number of days/hours after contacts subscribe to your list.

This article will cover:

How auto responder campaigns work

How to create an auto responder campaign

How to update the subject line and sender details for an auto respondercampaign

How to disable an auto responder campaign

Will my auto responder be sent to existing contacts?

Why wasn't my instant auto responder sent when using the API?

How auto responder campaigns work

An auto responder campaign is sent to individual contacts as they subscribe to your list; it will not send to your entire list at one time. Auto responder campaigns do not have any additional automation capabilities.

This campaign type can be configured to send to contacts in one of two ways from the Campaign Summary page:

Immediately

This means that the new subscriber will be sent your auto responder campaign as soon as they subscribe to your list.

Immediate auto responder campaigns are only triggered to send to contacts if they are subscribed to your list in one of the following ways:

When a contact submits a form you created in ActiveCampaign.

When a contact encounters a "Subscribe" action in an automation.

When a contact clicks a link in an email that has a "Subscribe to List" link action.

When a contact is added to your account through an API call. Instaresponders[123] parameter must be set to 1.

When an account user creates a new contact from the Contacts overview page. (Account user must select "Send instant autoresponder" if it's an auto responder that is configured to send immediately upon subscription. This is enabled under "Advanced List Options" when creating a new contact).

When contacts are added to a list using the bulk editor.

When subscribing a contact to a list from their contact profile page.

Immediate auto responder campaigns will NOT be sent to contacts if they are subscribed to your list in one of the following ways:

When contacts are imported to a list (csv file or copy & paste import).

After a specific timeframe

This means that the auto responder will be sent to a new list subscriber after a certain number of days and/or hours after subscribing to your list. It does not matter how they were subscribed to your list.

How to create an auto responder campaign

1.Click on Campaignson the left navigation menu and click “New Campaign”on the top right of your screen.

2. Give your campaign a name and select “Auto Responder” as the campaign type. Click “Next.”

3. Select the list you wish to create the auto responder forand click “Next." Only contacts who subscribe to this list will be sent the auto responder campaign.

4. Select your desired template by clicking “Use This Design.” You will be able to choose from a pre-designed template, create a campaign from scratch, or re-use a past campaign. For more information on our design formats, please visit this help document.

5. Type your sender details and subject line into the modal pop-up and click “Continue.” You can change your sender details and subject line at any time.

our open API

6. Add your content and modify your messageusing our Email Designer. Click “Next.”For a detailed overview on how to use our Email Designer to create a campaign, view this help document.

7. On the Campaign Summary page, you will configure the auto responder settings:

"Send to existing contacts" is turned Off by default.

This means that contacts who already exist on your list will NOT receive this email once you click "Finish."

If you want to send this auto responder to contacts who already exist on your list in addition to future contacts as they subscribe, click the "Send to existing contacts" toggle. The email will then be sent to existing contacts immediately when you click "Finish."

"Send to New Contacts" is set to send immediately by default.

To send the auto responder a certain number of days or hours after a contact subscribes to your list instead, click the "Send to new contacts" dropdown and click "after a specific timeframe." Then type the number of days and hours that the auto responder should wait before it is sent to contacts when they subscribe to your list.

8. Click “Finish”on the top right of the application.

The auto responder campaign will be sent to new list subscribers per your configuration settings.

How to update the subject line and sender details for an auto respondercampaign

You can update the subject line and sender details for an auto responder at any time.

To do so, follow these steps:

Navigate to the design stepof your auto responder campaign (where you modify the campaign's content).

Click the gear iconlocated on the top right of the campaign builder.

The Campaign Settings modal will open. Here you can provide a new subject line, create preheader text, update sender details, add a “Reply to” email address, send yourself a test version of the campaign, and more:

4. Once you're done making updates on the settings modal, click the "Close" button.

5. Click "Next" then click "Save & Exit."

How to disable an auto responder campaign

You can stop an auto responder from sending to new contacts at any time.

To do so:

1. From the Campaigns Overview page, click the down caret for the auto responder you wish to disable.

2. Click "Disable" in the list of options.

3. A confirmation window will appear. Click "OK."

Will my auto responder be sent to existing list subscribers?

If you are creating an auto responder campaign that uses a list with pre-existing subscribers, they will only receive your auto responder if you toggle the “Send to Existing Contacts” option to “On.”

If you leave the "Send to Existing Contacts" option "Off," then your existing contacts will not receive your auto responder campaign.

This setting is located on the Campaign Summary page for your auto responder campaign.

If you create an auto responder campaign today that will be sent to contacts 10 days after they subscribe to your list, then anyone who has subscribed to your list less than 10 days ago will receive the auto responder campaign 10 days after their respective subscription dates.

However, any contacts who were added to your list longer than 10 days ago will not receive the campaign. If you wish to send the campaign to all contacts added more than 10 days prior to creating this auto responder campaign, you can do so by creating a list segment.

Advanced: Why wasn't my instant auto responder sent when using the API?

Our software offers many ways to add new contacts to the system, one of which is through .

If you have written a custom script using our contact_add() or contact_edit() API functions, and you find that your new contacts are not receiving instant auto responders, a common problem is that the API function’s variables are not set correctly. Double-check your script, and make sure that the “instantresponders” variable is set to 1 (NOTE: This would not work with Free plans). Also, make sure that the “noresponders” variable is not set, or is set to 0.

Our reply tracking feature monitors for contact replies to your campaigns.

With Reply Tracking, you can:

Create segments

Send follow-up campaigns to contacts who do or don’t reply to your campaign or automation email.

Trigger an automation based on a reply

Setup automations to run instantly when someone replies to a campaign or automation email.

Send reply data to external scripts

Utilize our webhooks system to automatically send new replies to any external script.

By default, reply tracking is turned off for all campaigns and automation emails.

When using this feature, the “Reply To” email address will be changed in order for this feature to work properly. The reply to email will look similar to this:

[email protected]

Your “From” email address will not be changed. All important replies will then be forwarded to your From email address.

How to enable reply tracking for a campaign

1. From the Campaigns overview page, click "Continue" for the campaign you wish to track replies for.

2. Go to the Campaign Summary page of the campaign and scroll down to the "Options" section.

3. Click the Reply Tracking toggle:

4. A confirmation pop up will appear. Click "OK" to continue.

The Reply Tracking toggle will be green and will say "ON."

Once you have reply tracking enabled and are ready to send your campaign, click the “Send Now” buttonto send the campaign immediately or schedule it to go out at a later day and time. Once a reply comes in, it will be automatically tracked by us and forwarded to you.

Reply types

If reply tracking is enabled, we will immediately log all replies sent to that campaign. We will then instantly forward you the reply exactly how we received it with the following exceptions:

If it is found to be an “out of office” or “away” message we will not forward it to you.

If it is found to be spam (with a 99\% chance) we log it and will not forward it to you.

If it is found to be a “my email has changed” type of email we automatically update the subscriber’s email and will not forward it to you.

If it is found to be a human verification/challenge email we log it and will not forward it to you.

If it is found to be an “unsubscribe me” type of email we unsubscribe the subscriber and will not forward it to you.

Viewing replies

You can view a list of contacts who replied to your email and the contents of their message. To view this information:

Click on “Reports”from the top menu.

Click on the Campaign name.

Click “Replies”from the left side bar.

Click “View Reply”to view the contents of the message.

You can also see the contact's reply on their contact profile page under “Recent Activities.”

ActiveCampaign offers two levels of email design service:

Basic design : Free for accounts on the Plus, Professional, and Enterprise plans.

Premium design : Free for accounts on the Enterprise plan. All other plan levels can request this design service for $395 here.

Basic Design Service

Choose one of our included pre-designed email templates (you can see the full list by going to Campaigns > Templates) and we will customize it to match the look and feel of your company's brand. When finished, you'll be able to use this template as a starting point for any campaigns you create in the future.

Customization can include:

Inserting your logo

Utilizing your customized colors

Replacing default text with copy you provide

Replacing default images with images you provide

This service uses our drag-and-drop email designer, making it easy for you to modify the template as needed.

To get your basic email design (Plus, Professional, and Enterprise customers):

Log into your ActiveCampaign account, and go to the Campaigns page. Select "Free Design Service" from the top left dropdown menu.

On the next page, select a template and include your URL, upload a file, and include any additional comments.

When finished, click the "Request Your Free Email Design!" button.

Once we receive your request we may follow up via email with some quick questions and should have your new email design ready within 1-3 business days.

Premium Design Service

Starting with a blank slate, we work one-on-one with you to create a custom template or email design that incorporates your branding, logos, colors, content, etc. that's unique to your specific needs. When finished, you'll be able to use this template as a starting point for any campaigns you create in the future.

This service uses our drag-and-drop email designer, making it easy for you to modify the template as needed.

To get your premium design service:

Enterprise Customers

Send an email to [email protected]. Make sure to include your account URL and let us know that you're requesting the free premium design service. We will follow up with you via email to discuss your needs.

Non-Enterprise Customers

Request your design service here.

The “Social Links” widget in the email designer allows you to add social icons to your campaigns and automation emails. These can be used to redirect subscribers to your social media profiles or let subscribers share your communication in their own social networks.

This articlewill walk you through how to add social links to your communications, how to customize your social icons, how to edit your social links, and where to find social reporting.

Adding social links to your communications

Adding Social Links to your email is quick and easy to do. Simply click on the “Social Links” widget and drag it to your desired spot in your email.

send us your feedback here

Once you drag the Social Links widget to your campaign, the “Social Link Builder” modal will appear. In this window, you can choose to have the links open to your own social network pages or you can choose to let subscribers share your communication in their own social networks.

If you are choosing to redirect subscribers to your own social media network(s), enter your social media URLs into the appropriate URL field.

If there is a network listed that you do not want to use, toggle it to “Off.”

The social network fields can be reordered with drag and drop so you don’t need to stick with the default order:

If there is a social network not listed that you would like to see in this widget, please .

Customize your social icons

You can customize how the social icons appear in your email by adjusting the “Button style” and/or "Theme."

To customize your icons, click the “Customize” tab from the “Social Link Builder” modal.

Under “Button Style,” you can choose to have the iconsappear as “Flat” or “3D” from the first dropdown.

With the “Flat” option, you can choose to have the icons appear as solid or show an outline of the button instead. In addition, you can choose to have the buttons appear as colorful, dark, or light.

With the “3D” option, you can have the iconsappear as colorful, dark, or light.

In addition to customizing the button style, you can customize the button theme. The themes you can choose from are square, round, or hexagon. To select a theme, click on the shape of your choice under “Theme.”

The green checkmark is there to let you know which shape has been selected:

As you choose your preferred style and theme, we’ll show you a preview of what those buttons will look like in the “Preview” box.

For example, I chose flat, outline, and colorful style options and paired them with the round theme. This is how it appears in the preview box:

Once you have created and styled your social icons, click “Save.”

Your customized social icons will then be added to your email.

Edit your social links

To make edits prior to sending your campaign, click on the "Social Links" content block and select the social icon from the modal toolbar.

Reporting

If contacts share your email on Facebook or Twitter, we’ll display that information on the Reports page in your account. To view this information, click on your campaign from the Reports page then select “Social” from the left side menu.

This page will show you total shares, number of Twitter mentions, and number of Facebook shares only. We will also list which contacts shared your campaign and which network they shared your campaign on.

The Message Variables feature allows you to create short, reusable pieces of content that you can insert into your campaigns and automation emails with a personalization tag. This is ideal if you find yourself using the same content often in your communications, like a signature, and don't want to re-type it each time. Once the Message Variable is inserted into your campaign, you can edit the content on the Message Variables page to update many messages at one time without having to edit each campaign. There is no limit to the number of Message Variables that you can create in your account.

Message Variables cannot be used in:

One-to-one emails sent from a deal record, contact profile page, or Contacts overview page

Opt-in confirmation emails

Email subject lines

To create a Message Variable:

From the Campaigns overview page, click “Message Variables.”

check out this guide

2. Type the name of the message variable into the "Personalization Name" field.

The name you assign to your message variable is internal only and should be something that you will recognize. For example, if you wanted to create a message variable for a signature, you can call this “Signature.”

3. Type the tag for the personalization name into the “Personalization Tag” field.

You will want to use something that you would recognize and remember so you can easily add it to your outgoing communications. In this example, we'll use "signature."

4. Click the list(s) that this message variable will be associated with.

In this step, you are restricting the variable to that list and the information contained the variable will only appear for contacts who are in that list. You can select more than one list by holding the SHIFT key.

5. Click the "Format" dropdown to select a format.

Here you can choose either HTML or Plain text. HTML means you can only use this message variable in your HTML emails and Text means you can only use that message variable in your plain-text emails.

6. Add content to your message variablein the Editor box.

In this section, you can add and format text, add images, insert conditional content (Plus, Professional, and Enterprise plans), and add personalization with personalization tags. If you prefer to add your own HTML when creating a message variable, you can do so by clicking on the “Code Editor” tab.

7. Click the “Add” button.

To add your message variable to your campaign, type the personalization tag(see step 3 above) associated with your variable into your message. Continuing with the example above, we would type the following into a campaign:

\%signature\%

Once the email is received by your contact, they will see the information contained in your variable.

If you are inserting the message variable into an automation email, the content for that variable will render for all contacts. It does not matter if they are in the list selected for the Message Variable.

For an in-depth look into Message Variables and how to use them, .

A campaign archive is a shareable, public page that lists web versions of each sent campaign.

Campaign archives are list-based; each list has its own archive of sent campaigns

Can only be shared via link accessed from the “Integration settings for list” page in your account

Automation emails are not listed on the campaign archive page

To access/share your campaign archive:

Go to the Campaign Overview by clicking Campaigns in the top menu and click the dropdown (down arrow) next to “Manage templates.”

Alternatively, you can access the archive by going to Lists > Dropdown for any list > Advanced Settings > Public Pages > Campaign Archive.

Select “View Archive.”

Select your list by clicking the dropdown toward the top-middle of the page.

To share a link to your archive, copy the archive URL and share it with any individual you choose:

This is what the individual will see when they click the campaign archive link:

Once they click on a campaign, we’ll display a web browser version of your email. This version of your email lists social media icons on the top right of the screen, allowing contacts to share your message in their own networks:

To disable the campaign archive for a list, click “Disable” next to the share link.

If later you wish to re-enable the campaign archive page for your list, click “Enable.”

Snap to grid is a feature in the email designer that automatically “snaps” content blocks to a default set of sizes and increments of 25px when those blocks are resized. This makes it easier for you to resize content blocks in your email to fit your needs.

Here is what the snap to grid looks like in action:

Notice in the example above how the blocks are resizing in 25px increments.

Snap to grid is automatically enabled in all campaigns and automation emails that use the drag and drop email designer. However, this feature can be disabled at anytime if you wish to have more freedom with the interface. To disable snap to grid, uncheck the “Snap to grid” box located on the top right of your screen:

Once snap to grid is disabled, the content blocks will no longer adjust in 25px increments:

A link action is an automated action that is triggered when a contact clicks a link in a campaign or automation email. The types of link actions available are:

Add tags

Remove tags

Subscribe to list

Unsubscribe from list

Add to automation

End automation

The link action is easily created within the communication itself via the “Add a link” modal, whereas in the past, a separate automation would need to be created in order to perform these actions.

Link actions cannot be used with one-to-one emails.

To create a link action:

1. Open your campaign or automation email.

2. Select the link in your email by clicking it. Then click the link icon.

3. The “Add a link” modal pop up will open where you can change your URL or add an action. To add an action, click “Add An Action.”

4. Select your preferred action from the action dropdown list by clicking it.

5. Define a value for that action. For example, if you are choosing to tag contacts when they click your link, you will need to enter the tag into the link action. When finished, click "OK."

You can add more than one action to a single link!

For example, you can add multiple tags and add a contact to an automation. Please note that if you are using the same URL more than once in your communication, the link actions will be the same for each instance of that same URL. It is not possible to create different link actions for a URL that is used more than once in your email.

6. On the Campaign Summary page for your email, ensure that link tracking is On (this should be enabled by default).

Using the “Send to a Friend” link is one of several ways to measure subscriber engagement, and assess how valuable, or shareable, your content is.

In this article, we’ll discuss:

What the “Send to a Friend” link is

The advantages of using the “Send to a Friend” link

How to insert “Send to a Friend” into your campaign

What steps your contacts take to share your campaign

What “friends” of contacts see when they receive a shared campaign

Reporting data available

Editing the “Send to a Friend” form

Modifying the forward confirmation message

What is the "Send to a Friend" link?

“Send to a Friend” is a personalized link that you can insert into any campaign or automation email and is used to encourage subscribers to share your content with colleagues via email. When a contact clicks the send to a friend link, they are taken to page where they can enter the email addresses and names of up to 10 “friends.” Once they complete the required information on the form and click “Forward,” the shareable web version of your email will be sent and we will track that forward action in your campaign reports.

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Advantages of using the "Send to a Friend" link

Using the send to “Send to a Friend” link will help you see how “shareable” your content is by tracking not only how many contacts forwarded your content, but how many times it was forwarded.

If this personalized link is not used, and if a contact decides to use their native “Forward” button in their email application instead, then:

We are not able to track the forward action

Any unsubscribes made by “friends” will be associated with the original contact

Email design may not render correctly for “friends”

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Inserting the "Send to a Friend" link into your communications

Inserting the “Send to a Friend” link into your email only takes a few moments and is the same as inserting any other personalization tag into your communication. To insert this link:

Open your campaign or automation email and click on the block where you wish to insert your link.

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Click “Personalize” in the modal toolbar:

In the “Add a personalization” window, select “Message” then click “Send to a Friend Link” to insert the link into your campaign.

A box will appear where you can modify the call to action. Once you have made your edits, click “OK.”

The link is now inserted into your campaign:

To improve this block, you may want to make the text for your call to action stand out by increasing the font size, making it bold, or adding color. You may also want to try different placement options in your communications to see if the “Send to a friend” link works better when it’s placed toward the top of your email, or toward the bottom.

To ensure that the “Send to a Friend” link works prior to sending the campaign out to your list, first double check that link tracking is enabled on the Campaign Summary page and send your communication to a list of test contacts. Once you receive this test run, click the send to a friend link that you inserted and walk through the steps of forwarding the campaign to a friend.

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How contacts share your campaign using the "Send to Friend" link

When a contact clicks the share link in your email, they are taken to a page that looks like this:

Their own name and email address will be auto-filled in the form and they can add the names and email addresses of up to 10 friends. While we default to show 3 recipient fields, the contact can click the “Add Recipient” icon to add more fields.

We will also show the contact a preview of the message that will be sent to their friends. This message cannot be edited by contacts or account users.

To complete the forward, the contact must fulfill the CAPTCHA requirement and click the “Forward” button. If the forward is a success, they will see this confirmation message:

We will then track that forward action in your campaign reports.

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What "Friends" see when they receive a forwarded campagin

When a “Friend” receives a forwarded campaign, they will see a message in their inbox that looks like this:

The message clearly states the email address of the contact that forwarded the email, and the subject line of the email. A link to the campaign is also provided. Once the Friend clicks that link, they are taken to the shareable web version of your campaign where they can read the content, click links, and share the message with their friends via email, Facebook, Twitter, LinkedIn, and Google+.

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Reporting data available

Forwards are tracked for each campaign and automation email that uses both the “Send to a Friend” link and has link tracking enabled on the Reports page in your account.

On the Report overview page for a campaign, we’ll show you the number of unique contacts that forwarded your email:

If you click on that “Forwards” bar, or, click “Forwards” from the left side menu in your campaign report, you will be taken to a page that looks like this:

Total forwards is the number of times your campaign was forwarded.

Unique forwards is the number of unique recipients of forwarded emails.

Did not forward is the total amount of sent campaigns minus the number of unique forwards.

Avg. recipients per forward is calculated from the total number of forwards divided by the number of unique forwards.

We will also list the contacts that forwarded your campaign, the date they forwarded, as well as the number of times they forwarded.

We do not track the email addresses that the campaign was forwarded to.

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Editing the "Send to a Friend" form

The “Send to a Friend” tool is list-based; each list has its own “Send to a Friend” form that can be modified by a user on the account.

To access the “Send to a Friend” form:

Go to the Lists overview page and click the dropdown for the list:

Select “Advanced Settings” from the dropdown:

A List Settings modal will open. Click the “Public Pages” tab and click “Edit” next to “Forward to a Friend.”

You will be redirected to the “Forward to a Friend” settings page:

On this page, you can perform the following actions:

Edit/Delete the Name of the page

Edit the labels for the “Your Name,” “Your Email,” and “Recipients” fields:

Edit the “Message Preview” label for the message that will be sent to “Friends.” Note: It is not possible to modify or edit the actual message in this preview.

Edit the “Enter the value below” Captcha field

Edit the text that appears in the Forward button

Delete ActiveCampaign branding (note: Lite plans are not able to remove ActiveCampaign branding)

In addition, you can add the following blocks for your “Send to a Friend” form:

Header

Free form HTML

Image

These items are located on the left side menu. To add any of those items to your form, simply click them. Once added you can drag them to your desired spot:

You can also choose a different theme and style option for your form, and set a desired form width:

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Modifying the forward confirmation message page

The forward confirmation message can be accessed by clicking the “Forwards sent confirmation message” located on the Integration Settings > Forward to a Friend page:

On this page you perform the following actions:

Edit/Delete the header

Edit/Delete the confirmation message

Delete ActiveCampaign branding (Lite accounts cannot delete branding)

In addition, you can add the following blocks for your confirmation message page:

Header

Free form HTML

Image

These items are located on the left side menu. To add any of those items to your form, simply click them. Once added you can drag them to your desired spot:

You can also choose a different theme and style option for your page, and set a desired width:

In addition, you can choose to redirect contacts to a URL instead of showing them a confirmation message when they use the “Send to a Friend” link. To do so, click the “Redirect to URL Instead” option located on the top right of your screen:

Enter the desired URL into the URL field and click the “Save” button.

A custom email header is an invisible header that will be included in every campaign and automation email you create. It is a piece of information that appears on the source of an email. This header is not visible to your contacts, and can be used for internal verification, tracking contacts, bouncing contacts, and more.

For example, let’s say you are sending a campaign to 10,000 internal employees using ActiveCampaign and you have a rule set up on your own email system to identify all messages coming from the ActiveCampaign platform and to sort them accordingly. You would want to create a custom header that includes the following:

Source: ActiveCampaign - \%EMAIL\%

Then, when you receive an email from ActiveCampaign, your receiving email server can read the custom header and sort the email.

To set up your custom email header:

Navigate to the Lists page on your account.

Click the dropdown next to “Manage Fields” and select “Edit Email Headers” by clicking it.

check out this resource

Enter in the name of your header. This is an internal name and is only for your reference.

Next, type the the name of the header into the first field. Using the example above, we're going to type Source.

In the next field, enter the header value. In this example, since we want to identify messages coming from ActiveCampaign, we're going to use the “Insert Personalization Tag” option to select the personalization tag for email address.

Next select which list this header will apply to by clicking it. When finished, click the “Add” button.

Your custom email header will be listed on the custom email header page:

To add additional headers, simply click the “Add” button and follow the same steps above.

If you would like to read more about email headers and the components of an email, .

Note: This is an advanced feature and is available for Enterprise accounts only.

You can use the Image Editor to crop and edit images you've added to campaigns and automation emails.

In this article:

How to access the Image Editor

Image editing options

How to access the Image Editor

The Image Editor can be accessed after you place an image in a campaign or automation email. The Image Editor is not available when viewing an image in the Image Manager.

1. From the Campaign Designer for your campaign or automation email, click the imageyou wish to edit.

2. A modal toolbar will appear. Click the wand.

The Image Editor will load and you can begin customizing the image. Any changes made to the image in your campaign or automation email will not affect the original image stored in the Image Manager.

Image editing options

The Image Editor offers several options that you can use to customize an image:

Crop

This option lets you reframe an image by trimming or removing outside edges. This will change the image's aspect ratio. To crop an image, click Crop. Using your mouse, select the area you want to keep. Note that you can drag the corners and sides of your selection. When finished, click "Apply." All areas that were not included in the selection will be removed.

Flip

This option lets you flip the image either horizontally or vertically. To flip an image, click "Flip." To flip the image horizontally, click "Flip X." To flip an image vertically, click "Flip Y."

Rotate

This option lets you rotate the image clockwise or counter clockwise at 30 intervals. To rotate the image, click "Rotate" then click either rotate option. You can also use the slider to rotate the image.

Draw

This option lets you draw directly on the image using various colors and widths. You can also choose between "Free" draw and "Straight" draw or use both in conjunction with one another. To draw on an image, click "Draw" then select "Free" or "Straight," select your color, and select your width.

Shape

This option lets you place a shape over the image. You can choose from rectangle, circle, and triangle shapes. "Fill" lets you select a color to fill the image. "Stroke" let's you select a color for the shape's outline. You can also use the slider to select the width of the stroke.

Text

This option lets you type text directly on the image. You can add different stylings to text, such as bold, italic, and, underline. You can align your text to the left, center, or right within the text block. Click "Color" to use different color options and use the slider to adjust the size of your text. To add text to an image, click "Text." Click the styling optionsyou wish to use andclick the area where you want to add text. Add text to the text field. Note that you can use the corners and sides of the text field to resize and flip the text block. You can also adjust the placement of the text by dragging the text block.

Filter

The option let's you apply different filters to your image. You can choose from the following options or use them in conjunction with one another:

Greyscale

Sepia

Blur

Emboss

Invert

Sharpen

Tint

Multiply

Blend

To add a filter/ to your image, click "Filter" then click the option you wish to use.

Undo changes

Clicking the "Undo" option will revert the last change you made to the image.

Redo changes

You can click "Redo" to reapply the change to your image that was removed with the "Undo" button.

Reset image

Clicking the "Reset" option will restore the image to its original version.

Available on Professional and Enterprise plans.

Your contacts are unique. Some contacts prefer descriptive content while others want to get straight to the point. With predictive content, we use machine learning and data science to send the right content to the right contact. All you need to do is provide up to five variations of a single email and we'll take care of the rest.

In this article:

How predictive content works

How to use predictive content in your emails

Predictive content FAQs

Take note

Here are some things to know before you get started:

This product is currently a public beta for all Professional and Enterprise level customers

Predictive content can be used in standard campaigns and automation emails only. It cannot be used with RSS, auto-responder, split test, or date-based campaign types

Predictive content can only be used with the drag-and-drop email designer. It is not available to use with custom html coded emails or the text-only designer

You can only use one Predictive Content block per email

Only English is supported in the first version of predictive content

How predictive content works

Predictive content is available as a text content block in the drag-and-drop Campaign Designer. Once you drag the Predictive Content block into your email, you'll be prompted to create up to five variations of content, using different tones, verbiage, and length. We'll then send the email and display the variant that each contact is most likely to engage with. This means that Contact A will see one version of your email, while Contact B will see another. To properly use predictive content, you'll need to provide at least two variations of text.

How does ActiveCampaign know which variant to display?

We analyze all emails that our customers send. We also analyze how their contacts engage with those emails. This is based on link and call-to-action clicks. Using this pool of data, we're able to determine which variant of your email should display for each of your contacts.

Because each of your contacts have their own preferences, we recommend using different tones, words, and lengths for your variations along with a call to action. This will help us learn more about what your contacts are likely to click on.

How to use predictive content in your emails

1. From the Campaign Designer of your email, click the "Predictive Content" block and drag it to your email.

ActiveCampaign Ideas forum

2. Click the text that says "Click here to add text" for Variant 1.

3. Type the first version of your content into the space provided. Note that you can use styling for your text and insert personalization tags. When you're done writing your first variant, click the "Add a Variant" button to add a second variant of your content.

4. Use the "Add a Variant" button to provide up to five versions of your content. You can always remove a variant by clicking the "X" listed next to the variant's name.

And that's it! You can continue to modify the email using the other content blocks provided. When finished, click "Save & Exit" to close the campaign for now or click "Next" to view the Campaign Summary page.

When the email is sent, we'll display the variant that each contact will most likely interact with.

Predictive content FAQs

How does predictive content work with new subscribers?

In cases where subscribers are new or never seen, we will assign them a random variant to collect information about those subscribers and better predict what kind of email they will click on in the future.

Is predictive content available for image blocks?

No, predictive content is not available for image blocks at this time.

Can I add an image to the Predictive Content block?

No, it is not possible to drag an image file into the Predictive Content block.

What other languages are supported in predictive content?

Only the English language is supported at this time. If you use a mix of English and another language, predictive content will not function properly.

Can I see which variant a contact will receive before the email is sent?

It is not possible to see which variant a contact will receive before the email is sent. However, we will provide reporting for this feature in the future.

Can I use personalization tags in the Predictive Content block?

Yes, absolutely! We encourage you to do so.

How do I test the different variants?

You can send a test email to yourself or anyone of your colleagues using the "Send a Test Email" function on the Campaign Summary page. This will send you (or whoever is testing) all versions of your email.

What sort of reporting is available with the Predictive Content block?

Reporting on variants with the Beta is not available. This is because we're working to bring the best structure to users and prioritize what they want to see. If you have any reporting needs with the Predictive Content block, please submit them to the .

Available on Plus, Professional, and Enterprise plans.

If you use the Shopify Deep Data integration, you can send different product recommendations to different segments of contacts using the Product content block for Shopify. All you need to do is add the Products content block to your email and pick a collection of items to feature.

In this article:

How the Products content block works

Add and configure the Products content block

Troubleshooting FAQs

Take note

Here are some things to know before you get started:

This version of Products content block is available with the Shopify Deep Data integration

You will need to have collections configured in Shopify prior to using this block

You can use multiple Products blocks in a single email

The Products block can be used in both campaigns (all types) and automation emails

The Products block is only available in the drag-and-drop Campaign Designer

How the Products content block works

After dragging the Products content block to your email, we'll present you with a placeholder display containing four sample products. The placeholder will include an image, product name, price, description, and a view button for each sample product.

You will be able to configure the look and feel of the block by using the "Options" tab on the right menu. For example, you can choose to display anywhere from one to four products from any collection in your connected Shopify store. You can also sort these products by best selling, recently added, and cost (highest to lowest and lowest to highest). The placeholder display will adjust to your configurations in the Campaign Designer.

Once the email sent to contacts, we'll pull product information and images from your store and insert them into your communication. Contacts who open your email will see your products and product information instead of the placeholder display. If they click the "View" button for any of the products, they'll be directed to your store where they can make a purchase.

Test sends of the email will work in a similar fashion. Any test sends of the email will display your products so you can see how the final version will look before you send it to your list.

Note that the images and information we display in the Products block comes directly from your store. If you need to change the name, description, price, or image for a product, you'll need to do so in your Shopify store.

Add and configure the Products content block

1. From the Campaign Designer of your email, click the "Products" content block and drag it to your email.

The block will display a placeholder for four products. Each product in the placeholder includes an image, product name, price, product description, and a "View" button.

2. Click the content block to open configuration options in the right menu.

3. Select your connected Shopify store and collection, then sort by preference by using the three dropdowns listed under "Products" in the Options tab.

Note that up to 100 collections will be listed in alphabetical order.

4. Choose how many items you wish to display by using the "Items" dropdown listed under "Layout." You can choose to display up to four items.

5. Product image, product name, product price, product description, and button are also listed under "Layout." Each item here will have its own toggle and all will be set to "On" by default. This means that each of these items will appear in the Products content block in your email.

To hide or remove any of these items from your email, click the toggle to set it to the "Off" position.

6. You can adjust the look of the content block itself by using the configuration options listed under "Block." Here you can adjust the background color, border, margin, and padding.

7. Clicking the product name, price and descriptionin the content blockwill allow you to change the font type, font size, font color, and font styling for each product listed in your email.

8. Clicking the "View" button will allow you to adjust the text alignment for all product buttons.

And that's it! You can continue to modify the email using the other content blocks provided. When finished, click "Save & Exit" to close the campaign for now or click "Next" to view the Campaign Summary page.

When the email is sent, we'll display products from your collection.

Troubleshooting FAQs

What happens if the Shopify collection I selected for the Products block no longer exists?

The folliowing alert will appear at the top of the Campaign Designer letting you know that one or more of your Products blocks has an issue that needs to be fixed:

One or more of your Products blocks in this email has an issue. The blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.

In addition, the Products block will alert you that the Shopify collection powering the block is no longer available:

The blocks will not appear in any sent emails. To fix the issue, you'll need to change the collection for the Product block or remove the block from your email by clicking the "Remove product block" button.

What happens if the Shopify store I have selected for a Products block is no longer connected to my ActiveCampaign account?

The following alert will appear at the top of the Campaign Designer letting you know that one or more of your Products blocks has an issue that needs to be fixed:

One or more of your Products blocks in this email has an issue. The blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.

The Products block will alert you that the Shopify account powering the block is no longer available:

The blocks wil not appear in any sent emails. To fix this issue, you can click the "Connect" button to reconnect your Shopify store or you can remove the block by clicking the "Remove product block" button.

What happens if I have a Products block in an email and I downgrade my ActiveCampaign account to a plan that doesn't offer the Products block?

The following alert will appear at the top of the email designer letting you know that one or more of your Products blocks has an issue that needs to be fixed:

One or more of your Products blocks in this email has an issue. The blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.

Any blocks in your email will also alert you that is no longer available on your plan:

The blocks will not appear in any sent emails. To fix the issue, you will need to upgrade your account to a Plus, Professional, or Enterprise plan by clicking the "Upgrade account" button or you can remove the block from your email by clicking the "Remove product block" button.

Follow the steps below to trigger an automation to run when a contact opens your one-to-one email.

1. Click "Automations" on the leftside navigation.

see this guide.

2. Click “New Automation.”

3. Click "Start from Scratch" and click "Continue."

4. Click the "Opens/Reads an Email" trigger located in the trigger modal and click "Continue."

5. Click the "When a contact opens a personal email" option.

6. Click the "Runs" dropdown to select either “Runs once” or “Runs Multiple times.

7. Click the "Add Start" button.

For more information on how to configure your start triggers,

The Deals CRM is available on the following plans:

Plus

Professional

Enterprise

You can send one-to-one emails to any contact on a deal. One-to-one emails are also called personal emails. You may want to send a one-to-one email to a contact to set up a meeting or schedule a follow-up call.

Send a one-to-one email to a contact on a deal

1. Click "Deals" to navigate to the Deals page.

2. Locate the deal containing the contact you wish to send an email to. You can use the search field to locate this deal.

3. Click the deal name to open the Deal Details page.

4. Click the email address of the contact you wish to send an email to.

5. The email composer will open.

Type the subject line into the subject line field

Type the message into the message field

Note that the "From" email address cannot be changed.

saved responses

6. Style and format your message (optional).

Use the bold, italics, and underline options to point out important information

Hyperlink text by using the link icon

Use the bullet options to create bulleted lists

7. Leverage in your emails (optional). To do so, click the Saved Response icon and click the saved response you wish to insert into your email.

8. Personalize the email to your contact (optional). Click the personalize option (lightning bolt) then click the attribute you wish to insert into your email. Note that you'll need to scroll down to see all attributes in this box.

Note that if any of the personalization tags appear in red, then the contact does not have a value for that field. If you try to send a personal email with a tag highlighted in red, you will be asked to add a value for that field before sending your message.

9. Add the contact to an automation (optional). You can add the contact to any active automation when the email is sent or when a reply to your message is received. To do so, click the "Automate this email" icon

A modal window will open. Click the automation dropdown and click the automation you wish to add the contact to. Then choose to add the contact to the email when you send the email or when they reply by clicking either option. Click the "Save" button when finished.

10. When finished creating the email, click the "Send" button to send it to your contact.

One-to-one emails, or personal emails, are one-off messages that you can send to contacts from the Contact Overview page or a contact profile page. If you are on a Plus, Professional, or Enterprise plan, you can also send a one-to-one email to a contact from their deal record.

In this article, you'll learn how to create and send a one-to-one email to a contact from the Contacts Overview page and a contact profile page.

1. Click "Contacts"on the leftside menu.

Click here for more information on using Saved Responses

2. Click the "Email" button next to the contact you wish to send a one-to-one email to.

3. The message composer will open. Type a subject line and your message into the fields provided. Note the bold, italics, and strikethrough styling options on the lower left of the composer. To add bullet points, insert a link, or switch from html to a plain text email, click the more options icon.

4. If you want to use a template for this message, click the “Saved Responses” icon and select which Saved Response you want to use for this email. .

5. You can insert a personalization tag in order to add values from the contact record into your message. To do so, type the percentage symbol (\%) into the body of the message. You’ll be presented with a menu of fields you can insert. After selecting the field, you’ll see a blue placeholder with an inserted value.

If you are using personalization tags in your message, they will appear as blue and will populate with values from the contact record. If any of the personalization tags appear in red, then this means the contact does not have a value for that field. If you try to send a personal email with a tag highlighted in red, you will be asked to add a value for that field before sending your message.

5. To add a contact to an automation when you send the email, or when a contact replies to your email, click the “Automate this email” icon (1) located next to Saved Responses. Choose the automation (2) you wish to add your contact to and select if you want them added (3) when the email is sent or when they reply. Click “Save” (4).

6. Clicking the “From/To Details” will show you the From email address and To email address. The From email address will be the email address associated with the account user and cannot be changed.

7. Once you have finished creating your email, click “Send.”

Note:You can also select a contact from the Contacts Overview page and then click “Send Email”in the Compose bar located at the bottom of the Contact Profile page.

Saved Responses is a time-saving solution that lets you create and reuse commonly used phrases in your one-to-one emails as well as chats and emails that come in through Conversations. In ActiveCampaign, you can create any number of Saved Responses organize them by category. Anyone who has login access to your ActiveCampaign account can leverage Saved Responses in their daily activities.

In this article:

Creating Saved Response categories

Creating a Saved Response

Creating Saved Response categories

Categories will help keep your Saved Responses organized in your account. For example, you can use categories to group similar Saved Responses together. Note that you don't need to create categories in order to create a Saved Response.

To create a Saved Response category:

1. Click "Settings" in the leftside menu.

2. Click the "Saved Responses" optionin the left menu.

3. Click the "Manage Categories" button.

4. Click the "Add Category" buttonin the Manage Categories modal window.

5. Type the name of the category into the field provided and click "Add."

6.Click the "Done" button.

The category will be available for you to select when creating a Saved Response.

Creating a Saved Response

1. From the Saved Responses page in your account, click the "Add Response" button.

2. The"Add New Saved Response" modal will appear. Type the name of the responsein the field provided.Then click the "Category" dropdownto select a category for the response.Note that you can skip the category selection step when creating a saved response.Click "Next."

3. Type a subject line and messagein the Saved Response composer.

Note the bold, italics, and strikethrough styling options on the lower left of the composer.To add bullet points, insert a link, remove a link, or switch from html to a plain text email, click the three dotslocated on the right side of thestyling options.

To insert a personalization tag for a contact or deal field, type the percentage symbol (\%) into the body of the message. You’ll be presented with a menu of fields you can insert. Note that only customers on a Plus, Professional, or Enterprise plan can use personalization tags for deal fields.

After selecting the field, you’ll see a blue placeholder:

4. When finished, click the "Add" button in the "Add New Saved Response" modal.

The Saved Response will be added to your Saved Responses page and can be used in one-to-one emails and conversations.

In this article, you'll learn how to insert a saved response into a one-to-one email.

1. Go to either the contact profile page or a deals page for a contact.

2.Click “Send Email"located in the taskbar.

3. The message composer will open. Click the "Saved Responses" icon.

4. Click the Saved Response you wish to use in your email.

Personalization tags will appear as blue and will populate with values from the contact record:

If any of the personalization tags appear in red, then this means the contact does not have a value for that field. If you try to send a personal email with a tag highlighted in red, you will be asked to add a value for that field before sending your message.

5.Click “Send” to send the email to your contact.

Conversations is available on all plans levels and can be purchased as an add-on to your account.

If you are a Conversations Agent, you can respond to chats and inbound emails from the unified inbox.

In this article:

Responding to chats

Responding to emails

Marking a conversation as complete

Sending a chat thread

Take note

All users with Agent permissions will be able to see and respond to messages in the Conversations unified inbox

Once a message is opened, it will appear as “Read” for all agents

Agents responding to chats and emails will be able to leverage Saved Responses

Personalization tags in chats, emails, and saved responses is not supported at this time

If a message is marked as complete, it will appear as “Complete” for all agents

Responding to chats

When you receive a chat from a visitor, a red dot will display next to the Conversations icon in the left menu:

In addition, the message will appear in the left menu of the Conversations unified inbox. You can choose to respond to the message using chat or email.

A green dot in the message indicates that the visitor is still online:

Note that Conversations will automatically select Chat or Email depending on whether the visitor is online or offline.

To engage with a visitor using chat:

1. Click the message in the left menu of the Unified Inbox to open it.

2. The message will load. Make sure “Web Chat” is selected in the channel dropdown:

3. Type your message in the message composer.

You can also insert a Saved Response into your message. To do so:

Click the Saved Responses icon

Click the category dropdown

Click the saved response you wish to use in your communication

Note that the use of personalization tags in web chat and emails are not supported at this time.

4. Click "Send" when finished.

The visitor will see your message in the chat widget and will be able to respond. In addition, you’ll see your response in the conversation thread above the message composer.

The chat label under both the visitor’s message and your message indicates that the exchange took place over chat.

If the visitor is no longer online, you can respond to their message using email instead.

To do so:

1. Click the channel dropdown then click “Email.”

2. Type your response in the message composer located at the bottom of the conversation and/or insert a saved response.

3. Click the “Send” button to submit your reply.

Note that in order to use the email option, the visitor must submit their email address to the Email Capture Form or be a known contact in your ActiveCampaign account.

Your email will be sent to the recipient and a thread of the chat will be included.

In addition, you’ll see your email response in the conversations thread above the message composer. Messages in the conversation thread will show both the chat label and email label because the conversation took place in both channels.

Responding to emails

You can respond to emails from your contacts. This includes replies to emails sent from the unified inbox, replies to campaigns and automation emails, and any emails forwarded to the unified inbox.

Each new email that arrives in the unified inbox will either be associated with an existing contact and any conversation that may already exist. In the case of an email received from an unknown email address, a new Contact will be created with a new conversational thread in the Inbox.

1. From the Conversations unified inbox, click the message in the left menu to open it.

2. The message will load. To reply to the contact’s email, make sure “Email” is selected in the channel dropdown.

3. Type your message in the message composer.

You can also insert a Saved Response into your message. To do so:

Click the Saved Responses icon

Click the category dropdown

Click the saved response you wish to use in your communication

Note that the use of personalization tags in web chat and emails are not supported at this time.

4. Click the “Send” button to submit your response.

The email will be sent to the contact and they’ll see their conversation thread in the message. In addition, you’ll see your email response in the conversations thread above the message composer. The email flag in the conversations thread indicates that the conversation happened through email.

Marking a conversation as “Complete”

Once the conversation is done, you can click the “Complete” button at the top of the interaction to mark it as finished.

A checkmark next to the message in the left menu indicates that the conversation is complete.

If a visitor reopens the chat widget from the same device, they will see their chat history load in the widget, even if they did not submit their email address to the Email Capture Form. Any new message they send via chat or email will be added to their conversations history in your unified inbox and the conversation will be marked as “Open.” If a visitor clears their browser cookies or sends a message from a new device, then a new Conversation thread will start.

Note that it's not possible to delete a Conversation thread from your account.

Sending a chat thread

You can send a thread of a chat to a contact by sending them a follow-up email from the Conversations Unified Inbox. This must be done immediately following a chat message.

From the conversation,select “Email” in the channel dropdown. Then type your response in the message composer, and click the “Send” button. When the contact receives your email, they’ll see your message and a record of their conversation.

Lite, Plus, Professional, and Enterprise plans include live chat and email support. Enterprise plans also have access to phone support. Learn more about our Enterprise plan.

Support Live Chat Schedule

Live chat is available:

Sunday from 4 pm - 11 pm, Central Standard Time

Monday - Thursday from 8 am - 11 pm, Central Standard Time

Friday from 8 am - 4 pm, Central Standard Time

Live chat is closed on Thursdays from 12:45 pm - 2 pm, Central Standard Time.

Support Live Chat Languages

Support live chat is provided in English.

How to start a live chat

Live chat can be accessed from within your account or when viewing a Help Center article.

Live chat from your account:

From any page in your account, click the blue “Help” bubble.

Click the "Contact us" button.

Click "Live chat."

Select a topic from the dropdown and type a brief summary of the issue you're experiencing.

Click "Start Chatting."

Live chat from a Help article:

From any help article, click theblue “Help bubble.”

Type the search terminto the field provided and hit the "Enter" keyon your keyboard.

We will then display suggested help articles for you to view. If these help documents do not answer your question, click the “Contact us” button. If you do not see the live chat button, then that means our operators are currently unavailable. In that case, please submit a support ticket with your question or concern and our support team will reply soon.

Click the "Live chat" button.

Type your name and email address, select the topicyou would like to discuss from the dropdown, and type a brief description of the issue you're experiencing.

Click “Start Chatting.”

The Shopify Deep Data integration is available on the following plans:

Plus

Professional

Enterprise

You can connect your Shopify store to your ActiveCampaign account with the Shopify Deep Data integration. This integration allows you to send actionable purchase and abandoned cart data directly from your Shopify store into your ActiveCampaign account for both logged in customers and guests.

You can use this data to send customized follow-up emails to your contacts, trigger automations to run based on abandoned cart data, create list segments, configure automation goals, and more.

In this article:

Information shared with Shopify

Connect your Shopify store to your ActiveCampaign account

Manage your integration and sync historical orders

Shopify data on the contact profile page

Fields imported from Shopify

Ecommerce segmenting conditions

Additional information

Information shared with Shopify

Per Shopify's Terms of Service, this integration will send contact data from your ActiveCampaign account back to your Shopify account. This applies only when updates are made in ActiveCampaign contacts who exist in both platforms.

The information shared with Shopify includes:

First name

Last name

Phone

Email

Accepts Marketing field value

Connect your Shopify store to your ActiveCampaign account

To connect your Shopify store to ActiveCampaign so you can sync customer data, follow these steps:

1. Click "Settings" located on the lower left of your screen:

site tracking

2. Click "Integrations" in the left menu:

3. The "Connected Integrations" page will open. Click the "Add Integration" button.

4. Click the Shopify option from the "Add an integration" modal.

5. Accept the Shopify Terms of Service by clicking the checkbox then clicking the "Accept" button.

Read Shopify's updated Terms of Service.

6. Type the Shopify store name into the field provided.

7. Click the "Connect" button.

You will be directed to your Shopify store and asked to authorize the connection. Once your Shopify store is connected to your ActiveCampaign account, all orders and abandoned carts from that moment on will be automatically synced as soon as they happen.

Contacts synced from this Deep Data integration will have the tag, shopify-customer, added to them automatically.

Checkouts, abandoned carts, and "Accepts Marketing" opt-in preferences will be synced to your ActiveCampaign account for both logged in customers and guests.

In addition, orders of any status for these contacts will be synced to your account as they happen. This includes orders where payment is accepted, pending, failed, and refunded.

Managing your integration and syncing historical orders

Once your Shopify store is connected, you can manage the connection at any time from the Settings > Integrations page in your ActiveCampaign account.

"Disconnect" button

Clicking the disconnect button will prevent future order and customer data from syncing into your ActiveCampaign account.

Any data already synced from that Shopify store will not be deleted and will remain even after the store has been disconnected.

"Sync Historical Data" button

Clicking the "Sync Historical Data" button will sync the following data from Shopify into your ActiveCampaign account:

All contacts in your Shopify account along with any orders that they made.

All contacts in your Shopify account that have not placed any orders with you.

All orders placed by contacts that already exist in your ActiveCampaign account.

Synced historical data will not trigger any automations to run that use the "Makes a purchase" automation trigger.

To sync historical data from your connected Shopify store:

1. Click the connected Shopify store.

2. Click the "Manage" button.

3. Click the "Sync Historical Data" button.

The historical sync will run in the background. You will be able to navigate away from or close the page.

Shopify data on the contact profile page

When contacts are synced from your Shopify store via Deep Data integration, their order(s), as well as abandoned cart information, will be displayed in an Ecommerce box. This box is located on their profile page:

You will be able to sort information by Ecommerce activity:

And you can sort by store name if you have more than one Shopify store connected to your ActiveCampaign account.

The Ecommerce box will display statistics that show total revenue, total orders, and number of products purchased.

In addition, the following information will be included in the Ecommerce box:

Order number

Total (order price)

Order Date and time

Order status (Completed or Abandoned)

Store name

Clicking the "Products" button will open the details for that specific order on the right side of your screen.

Here you'll see the following information for that order:

Order status

Order number (this will contain a link that will open the order in Shopify)

Order total

Order date and time

Discount code and discount price

List of products contained in the order:

Image of product (if available)

Product name

Product category (if available)

SKU

Quantity ordered

Product price

In addition, well display synced order information in the activity stream for each contact.

Clicking the Order ID number in this "Order Details" will open the order in your connected Shopify store.

In addition, when a contact abandons a cart, an entry called "Cart Abandoned" will appear in the contact's activity stream on their profile page:

While we'll sync all contacts who check the "Accepts Marketing" box and those who don't through this integration, that opt-in preference will not be displayed on the contact profile page.

In order to see which contacts opted into marketing through your Shopify store, you will need to create an advanced search using the Ecommerce > Has opted into marketing segment condition.

Fields imported from Shopify

Below, you'll find a list of fields imported from Shopify as well as which fields they are mapped to in ActiveCampaign. These fields will appear on a contact's profile page if they were added to your ActiveCampaign account from Shopify:

Shopify Fields

ActiveCampaign Standard Fields

Customer first name

First name

Customer last name

Last name

Customer email

Email

Company

Account

Phone number

Phone

Product title

Product name

Product type

Product category

Product ID

Product ID

Order total

Order total

Order shipping method

Order shipping method

Order date

Order date

Product price

Product price

Product description

Product description

Product quantity

Product quantity

Product image

Product image

Note on the synced phone number from Shopify:

We will first look for a customer's phone number on their customer record in your Shopify store. If that phone number is found, we will sync it to your ActiveCampaign account. If the customer does not have a phone number in their record, we will then check if they have a phone number associated with their default shipping address. If the phone number is found, we will sync it to your ActiveCampaign account. If the customer does not have a phone number associated with their default shipping address, we will not sync the customer's phone number.

Ecommerce segmenting conditions

Segmenting conditions for Ecommerce will appear when you're building segments. You can use this data to create "If/Else" conditions in your automation, add conditional content to your campaigns, create goal conditions, set up "Split Test" automations, update a deal score or contact score, send targeted campaigns by creating a list segment, and more.

The Ecommerce segment conditions are:

Total revenue

Total amount of all completed purchases for a contact

Total orders

Total number of orders completed by a contact

Total products

Total number of products purchased by a contact

Last order date

Date of the most recent order completed by a contact

Last order price

Total price of the most recent order completed by a contact

Last order currency

Currency of the most recent order completed by a contact

Last order shipping method

Shipping method of the most recent order completed by a contact

Last order product count

Total number of products in the most recent order completed by a contact

Last product ID

ID of the product in the most recent order completed by a contact

Last product SKU

Product SKU in the most recent order completed by a contact

Last product name

Product name in the most recent ordercompleted by a contact

Last product category

Category of the product in the most recent order completed by a contact

Order date

Date of the order completed by a contact

Order time

Time of the order completed by a contact

Product name in Any Order

Searches for the product name in any order made by a contact

Product category in Any Order

Searches for contacts with at least 1 completed order that included a product with this product category

Shipping method in Any Order

Searches for contacts who ever used this shipping method in a completed order

Currency in Any Order

Searches for contacts who ever had a completed order with this currency

Product ID in Any Order

Searches for contacts with at least 1 completed order that included a product with this product ID

Product SKU in Any Order

Searches for product SKU in any order completed by the contact

Has made a purchase

Searches for contacts who made 1 or more purchases from the selected store(s)

Has not made a purchase

Searches for contacts who made 0 purchases from the selected store(s)

Has opted into marketing

Searches for contacts who checked the "Accepts Marketing" checkbox

Has not opted into marketing

Searches for contacts who did not check the "Accepts Marketing" checkbox. This will include contacts who were not added to your account via Shopify Deep Data integration

Has abandoned cart

Searches for contacts with at least one abandoned cart from any connected Shopify store or a connected specific Shopify store

Doesn't have abandoned cart

Will look for contacts who have zero (0) abandoned carts. This includes contacts who:

Did not abandon a cart AND never made any purchases (this includes contacts that do not have any ecommerce data)

Did not abandon a cart AND made 1 or more purchases from any connected Shopify store or a connected specific Shopify store

Has recovered abandoned cart

Searches for contacts with at least one recovered cart (a cart that was abandoned, then completed) from any connected Shopify store or a specific connected Shopify store

Has not recovered abandoned cart

Will look for contacts who have zero (0) recovered carts. This includes contacts who:

Did not recover any carts AND never made any purchases (this includes contacts that do not have any ecommerce data)

Did not recover any carts AND made 1 or more purchases

Did not recover any carts AND abandoned at least 1 cart

Did not recover any carts AND abandoned no carts

Total value of last abandoned cart

Searches for contacts whose latest abandoned cart has the value you specify

Product count of last abandoned cart

Searches for contacts whose latest abandoned cart has the number of items you specify

Product name in last abandoned cart

Searches for contacts whose latest abandoned included a product name that you specify

Additional information

Personalize communications

Use Deep Data personalization tags in your campaigns and automation emails. Doing so lets you dynamically display product-specific content in your messaging.

Start an automation when a customer makes a purchase

Add a contact to an automation as soon as they make a purchase with the "Makes a purchase" automation trigger.

Recover abandoned carts

Read about our Abandoned Cart feature and learn how to start an automation when a customer abandons their cart.

Enable site tracking for your Shopify store

See which page in your store contacts are visiting with.

The WooCommerce Deep Data integration is available on the following plans:

Plus

Professional

Enterprise

In addition, this Deep Data integration only works with WooCommerce version 3.0 or greater. If you are on a previous version of WooCommerce, you will need to upgrade to the most recent version.

Our Deep Data integration with WooCommerce allows you to send actionable purchase and abandoned cart data directly from a WooCommerce store into your ActiveCampaign account.

You can use this data to send customized follow-up emails to your contacts, trigger automations to run based on abandoned cart data for both logged in customers and guests, create list segments, configure automation goals, and more.

In this article:

How to set up the WooCommerce Deep Data integration

Managing your integration and syncing historical orders

Syncing WooCommerce abandoned cart data

WooCommerce data on the contact profile page

Contact fields imported from WooCommerce

Ecommerce segmenting conditions

Additional information

How to set up the WooCommerce Deep Data Integration

In order to set up the WooCommerce Deep Data integration and sync abandoned cart data into your ActiveCampaign account, you will need to configure the integration in two places, in the following order:

Your ActiveCampaign account

The ActiveCampaign for WooCommerce WordPress plugin

In this section, we'll walk you through how to do both.

If you have already configured the WooCommerce Deep Data integration and have not yet installed and configured the ActiveCampaign for WooCommerce WordPress plugin, your integration will not break.

The ActiveCampaign for WooCommerce WordPress plugin will allow you to:

Sync abandoned cart data into your account.

Tell how long ActiveCampaign should wait before triggering automations that use the "Abandons Cart" trigger.

Show or hide an email opt-in checkbox.

Sync the Accepts Marketing field.

Configuring the WooCommerce Deep Data integration in your ActiveCampaign account

To get started, you'll first need to connect your ActiveCampaign Account to WooCommerce. To do so, follow these steps:

1. Click "Settings"located on the lower left of your screen:

start an automation

2. Click "Integrations"in the leftside sub-navigation menu:

3. The "Connected Integrations" page will open. Click the "Add Integration" button.

4. Click the WooCommerce option from the "Add an integration" modal.

5. Enter the URL of your WooCommerce website and click "Connect."

6. You will be directed to your WooCommerce store and you will be asked to authorize the connection.

Click "Done" in the integration modal.

Configuring the ActiveCampaign for WooCommerce plugin

This setup requires that you use the ActiveCampaign for WooCommerce Wordpress plugin 1.2.0.

After you've connected your ActiveCampaign account to WooCommerce, you're now ready to install and configure the ActiveCampaign for WooCommerce plugin.

This plugin will allow you to:

Sync future abandoned cart data into your account.

Tell how long ActiveCampaign should wait before triggering automations that use the "Abandons Cart" trigger. Abandoned cart is supported for both logged in customers and guests.

Show or hide an opt-in checkbox.

Sync opt-in preference for both logged in customers and guests. Once synced, contacts will appear in the appropriate "Has/Has not accepted marketing" segment results. Opt-in preference will not be displayed on contact profile pages.

This plugin will not sync previous abandoned cart data.

To get started, follow these steps:

1. Log into your WordPress account.

2. Navigate to Plugins > Add New and search for the ActiveCampaign for WooCommerce plugin.

3. Install the plugin.

4. Under the ActiveCampaign for WooCommerce Settings, click the "Connection" tab and enter your ActiveCampaign API URL and Key. Click "Update Settings."

5. Click the "Store Settings" tab and select how long ActiveCampaign should wait before triggering automations that use the "Abandons cart" trigger by clicking one of the options.

You can also choose whether the "Accepts Marketing" checkbox is visible and checked by default.

Once you have configured the WooCommerce Deep Data integration in both your ActiveCampaign for WooCommerce plugin and ActiveCampaign account, all orders and abandoned carts from that moment on will be automatically synced as soon as they happen.

Contacts added from this Deep Data integration will have the tag, woocommerce-customer.

Checkouts, abandoned carts, and "Accepts Marketing" opt-in preferences will be synced to your ActiveCampaign account for both logged in customers and guests.

In addition, orders of any status for these contacts will be synced to your account as they happen. This includes orders where payment is accepted, pending, failed, and refunded.

If you ever need to disconnect your WooCommerce store, you can do so by clicking the WooCommerce integration then clicking Disconnect button.

Any data already synced from that WooCommerce store will not be deleted and will remain even after the store has been disconnected.

Managing your integration and syncing historical orders

Once your WooCommerce store is connected, you can manage the connection at any time from the Settings > Integrations page in your ActiveCampaign account.

"Disconnect" button

Clicking the Disconnect buttonwill prevent future order and customer data from syncing into your ActiveCampaign account. It will not remove any previously synced customer and payment data.

"Sync Historical Data" button

Clicking the Sync Historical data buttonwill sync the following data from WooCommerce:

All contacts in your WooCommerce account along with any orders that they made.

All contacts in your WooCommerce account that have not placed any orders with you.

All orders placed by contacts that already exist in your ActiveCampaign account.

Once you initiate the sync, it will run in the background and you will be able to navigate away from or close the page.

Previous abandoned cart data will not be synced. In addition, synced historical data will not trigger any automations to run that use the "Makes a purchase" automation trigger.

Syncing WooCommerce abandoned cart data

If an order is created in WooCommerce but not completed within a specific timeframe, the order is considered abandoned. You can determine this timeframe by logging into your Wordpress account then clicking the "Store Settings" tab in the ActiveCampaign for WooCommerce plugin.

Abandoned cart data is synced for both customers who are logged into your store and guests.

In order to successfully track abandoned cart data in your ActiveCampaign account, you must set up the WooCommerce Deep Data integration in your ActiveCampaign account and install/configure the ActiveCampaign for WooCommerce WordPress plugin. See this section for step-by-step instructions for configuring this integration.

Contact records will be created in ActiveCampaign for all customers who don't have an account in ActiveCampaign when they abandon their cart in your store.

WooCommerce data on the contact profile page

When contacts are synced from a WooCommerce store via Deep Data integration, their order(s) as well as abandoned cart information will be displayed in an Ecommerce box on their profile page:

You will be able to sort by Ecommerce activity:

If you have more than one WooCommerce store connected to your ActiveCampaign account, you'll also be able to sort by store name.

We will also display total revenue, total orders, and number of products purchased:

The Ecommerce box will also display the following information:

Order number

Total (order price)

Order Date and time

Order status (Completed or Abandoned)

Store name

Clicking the "Products" button will open the details for that specific order on the right side of your screen.

Here you'll see the following information for that order:

Order status

Order number (this will contain a link that will open the order in WooCommerce)

Order total

Order date and time

Discount code and discount price (if used)

List of products contained in the order:

Image of product (if available)

Product name

Product category (if available)

SKU

Quantity ordered

Product price

In addition, well display synced order information in the activity stream for each contact.

Clicking the Order ID number in this "Order Details" will open the order in your connected WooCommerce store.

In addition, when a contact abandons a cart or completes a purchase, you'll see an entry for that activity in the contact's activity stream:

While we'll sync all contacts (logged in customers and guests) who check the "Accepts Marketing" box and those who don't through this integration, that opt-in preference will not be displayed on the contact profile page.

In order to see which contacts opted into marketing through your WooCommerce store, you will need to create an advanced search using the "Ecommerce > Has opted into marketing" segment condition.

Contact fields imported from WooCommerce

Below are the fields are imported from WooCommerce as well as the fields in ActiveCampaign that they are mapped to:

WooCommerce

ActiveCampaign

First name

First Name

Last Name

Last Name

Email

Email

Company field under "Customer billing address"

Organization

Phone field under "Customer billing address"

Phone

Product Name

Product Name

Product Category

Product Category

Product ID

Product ID

Order Price

Order Price

Order Currency

Currency

Order Shipping Method

Order Shipping Method

Ecommerce segmenting conditions

Segmenting conditions for Ecommerce will appear when you're building segments. You can use this data to create "If/Else" conditions in your automation, add conditional content to your campaigns, create goal conditions, set up "Split Test" automations, update a lead score or contact score, send targeted campaigns by creating a list segment, and more.

The Ecommerce segment conditions are:

Total revenue

Total amount of all completed purchases for a contact.

Total orders

Total number of orders completed by a contact.

Total products

Total number of products purchased by a contact.

Last order date

Date of the most recent order completed by a contact.

Last order price

Total price of the most recent order completed by a contact.

Last order currency

Currency of the most recent order completed by a contact.

Last order shipping method

Shipping method of the most recent order completed by a contact.

Last order product count

Total number of products in the most recent order completed by a contact.

Last product ID

ID of the most recently added product in the most recent order completed by a contact.

Last product name

Name of the most recently added product in the most recent order completed by a contact.

Last product category

Category of the most recently added product in the most recent order completed by a contact.

Order date

Date of the order completed by a contact.

Order time

Time of the order completed by a contact.

Product category

Searches for contacts with at least 1 completed order that included a product with this product category.

Shipping method

Searches for contacts who used this shipping method in a completed order.

Currency

Searches for contacts who ever had a completed order with this currency.

Product ID

Searches for contacts with at least 1 completed order that included a product with this product ID.

Has made a purchase

Searches for contacts who made 1 or more purchases from the selected store(s).

Has not made a purchase

Searches for contacts who made 0 purchases from the selected store(s).

Has opted into marketing

Searches for contacts who checked the "Accepts Marketing" checkbox.

Has not opted into marketing

Searches for contacts who did not check the "Accepts Marketing" checkbox. This will include contacts who were not added to your account via WooCommerce Deep Data integration.

Has abandoned cart

Searches for contacts with at least one abandoned cart from any connected WooCommerce store or a connected specific WooCommerce store.

Doesn't have abandoned cart

Will look for contacts who have zero (0) abandoned carts. This includes contacts who:

Did not abandon a cart AND never made any purchases (this includes contacts that do not have any ecommerce data).

Did not abandon a cart AND made 1 or more purchases from any connected WooCommerce store or a connected specific WooCommerce store.

Has recovered abandoned cart

Searches for contacts with at least one recovered cart (a cart that was abandoned, then completed) from any connected WooCommerce store or a specific connected WooCommerce store.

Has not recovered abandoned cart

Will look for contacts who have zero (0) recovered carts. This includes contacts who:

Did not recover any carts AND never made any purchases (this includes contacts that do not have any ecommerce data).

Did not recover any carts AND made 1 or more purchases.

Did not recover any carts AND abandoned at least 1 cart.

Did not recover any carts AND abandoned no carts.

Total value of last abandoned cart

Searches for contacts whose latest abandoned cart has the value you specify.

Product count of last abandoned cart

Searches for contacts whose latest abandoned cart has the number of items you specify.

Product name in last abandoned cart

Searches for contacts whose latest abandoned included a product name that you specify.

Additional information

Personalize communications

Use Deep Data personalization tags in your campaigns and automation emails. Doing so lets you dynamically display contact-specific content in your messaging.

Start an automation when a customer makes a purchase

Add a contact to an automation as soon as they make a purchase with the "Makes a purchase" automation trigger.

Recover abandoned carts

Read about our Abandoned Cart feature and learn how to when a customer abandons their cart.

The Square Deep Data integration is available on the following plans:

Plus

Professional

Enterprise

The Square Deep Data integration lets you connect Ecommerce activity in your Square account with your marketing and sales processes in ActiveCampaign.

Upon connection, the following information will immediately sync into your ActiveCampaign account:

Historical payments from the current calendar year that have Square customers added to them

All current Square customers

In addition, payment data and associated Square customer data will sync into your ActiveCampaign account every time a payment is made in Square. Note that payment data will only sync if it is associated with a Square customer.

You will also have the ability to sync historical Square payment from the current calendar year and customer data on demand.

This integration supports both offline and online payments in Square.

In this article, we’ll discuss:

How to set up the Square Deep Data integration

Managing your Square integration

Syncing data from Square

Fields imported from Square

Ecommerce segmenting conditions

Additional information

How to set up the Square Deep Data integration

Click “Settings” located on the lower left corner of your screen.

Click “Integrations” in the left-side menu.

The Connected Integrations page will open. Click the “Add Integration” button.

Click “Square.”

"Makes a purchase" automation trigger

You will be brought to the Square website. Click the “Allow” button to let ActiveCampaign connect to your Square account.

Once your ActiveCampaign and Square accounts are connected, you’ll be redirected back to ActiveCampaign.

Click the “Done” button.

Once you complete the connection, the following data will sync into your ActiveCampaign account:

Historical payments from the current calendar year that have Square customers added to them.

All current Square customers.

Due to limitations imposed by Square, only payments that have had customers added to them in Square will be synced into ActiveCampaign. Payments that have no customers added to them and customers that have not been added to a payment will not be synced into ActiveCampaign.

Adding a customer to a payment in Square can be accomplished through any Square interface. More information on how to do this is available here.

At the end of a Square transaction, the customer has the option to add their email address to be sent a receipt. Whether or not a customer adds their email address at this step has no effect on whether or not the contact will be synced into ActiveCampaign.

Your Square connection will appear on the Settings > Integrations page in your ActiveCampaign account.

Managing your Square integration

Once your Square store is connected, you can manage the connection anytime from the Settings > Integrations page in your ActiveCampaign account.

“Disconnect” button

Clicking the “Disconnect” button will prevent future order and customer data from syncing into your ActiveCampaign account. It will not remove any previously synced customer and payment data.

“Sync Historical Data” button

Clicking the “Sync Historical data” button will sync the following data from Square:

All customers in your Square account along with any payments that they made.

All customers in your Square account who have not made any payments.

All payments made in Square by contacts who already exist in your ActiveCampaign account.

Historical data synced will be from the current calendar year.

In order for this information to sync, the customer must have an email address in your Square account.

Clicking the “Sync historical data” button will not trigger any automations to run that use the “Makes a purchase” trigger for your Square store.

Once you initiate the sync, it will run in the background and you will be able to navigate away from or close the page.

Syncing data from Square into ActiveCampaign

Each contact with payment data synced from Square will have an Ecommerce box on their profile page:

In the top portion of the Ecommerce box, we’ll display a summary of the total revenue, number of orders, and number of products purchased by that contact. Under the summary we’ll display the following data for each order:

Order number

Total (order price)

Order date and time

Store name

Products button

Clicking the "Products" button will open the details for that specific order on the right-hand side of your screen.

Here you’ll see the following information for that order:

Order status

Order number (this will contain a link that will open the order in Square)

Order total

Order date and time

Discount code and discount price (if used)

List of products contained in that order:

Image of product (if available)

Product name

Product category (if available)

Quantity ordered

Product price

In addition, we’ll display synced order information in the activity stream for each contact.

Fields imported from Square

Below is a list of fields imported from Square, as well as which fields they are mapped to in ActiveCampaign.

Square fields

ActiveCampaign fields

Customer first name

First name

Customer last name

Last name

Customer email address

Email

Phone number

Phone

Order number

Order

Payment date/time

Date

Payment amount

Total/Order Total

Payment currency

Currency

Payment URL

Order # URL

Item ID

Product ID

Item name

Product name; available when "Products" button is clicked for an order.

Item price

Price; Available when "Products" button is clicked for an order.

Item description

Description; available when "Products" button is clicked for an order. Will appear under.

Item quantity

Qty; available when "Products" button is clicked for an order.

Item category

Product category

Ecommerce segmenting conditions

After setting up the Deep Data integration, an “Ecommerce” category with condition options will appear in the segment builder. You can use these conditions to segment your contacts, create “If/Else” conditions in your automation, add conditional content to your campaigns and automation emails, create goal conditions in automations, set up “Split Test” automations, update a deal or contact score, and more.

The new Ecommerce segmenting conditions include:

Total revenue

Total amount of all completed purchases for a contact.

Total orders

Total number of orders completed by a contact.

Total products

Total number of products purchased by a contact.

Last order date

Date of the most recent order completed by a contact.

Last order price

Total price of the most recent order completed by a contact.

Last order currency

Currency of the most recent order completed by a contact.

Last order shipping method

Shipping method of the most recent order completed by a contact.

Last order product count

Total number of products in the most recent order completed by a contact.

Last product ID

ID of the most recently added product in the most recent order completed by a contact.

Last product name

Name of the most recently added product in the most recent order completed by a contact.

Last product category

Category of the most recently added product in the most recent order completed by a contact.

Order date

Date of the order completed by a contact.

Order time

Time of the order completed by a contact.

Product category

Searches for contacts with at least 1 completed order that included a product with this product category.

Shipping method

Searches for contacts who used this shipping method in a completed order.

Currency

Searches for contacts who ever had a completed order with this currency.

Product ID

Searches for contacts with at least 1 completed order that included a product with this product ID.

Has opted into marketing

Searches for contacts who checked the "Accepts Marketing" checkbox.

Has not opted into marketing

Searches for contacts who did not check the "Accepts Marketing" checkbox. This will include contacts who were not added to your account via the Square Deep Data integration.

Additional information

Personalize communications

Use Deep Data personalization tags in your campaigns and automation emails. Doing so lets you dynamically display product-specific content in your messaging.

Start an automation when a customer makes a purchase

Add a contact to an automation as soon as they make a purchase with the .

The Deals & CRM feature is available for the following plans:

Plus

Professional

Enterprise

Every business and sales process is unique. Learn how to setup a custom sales process that fits the needs of your business.

Pipelines

A pipeline is a defined set of stages for tracking a process. You can create an unlimited number of pipelines. You may have one sales process for selling ads, one for selling a subscription service, or one for following up with existing customers to try to upsell them.

Learn how to create and edit a pipeline.

Stages

Stages represent the steps included in your pipeline (or sales process). In the Deals CRM, they are presented in columns and move from left to right. Any deal you create should start in the left column and can be dragged to other columns as it progresses. There is no limit to the number of stages that you can have in your pipeline.

Learn how to create and edit a stage.

Deals

A deal in a pipeline contains information pertaining to a potential sale or opportunityit is where you develop your sales process and get your leads to take action. With your deal, you can have a primary contact and secondary contacts.

Learn how to create a deal for your pipeline.

Tasks

A task is a to-do item for your deal. This can include lunch, a call, an email, or a meeting.

Learn how to create a task for your deal.

More information

In-depth information is available on our Deals CRM.

Learn how to use Deals CRM to enhance relationships.