Announcing the ActiveCampaign Community

The ActiveCampaign Marketing Community


We are happy to announce the ActiveCampaign Community.

Online marketing can be confusing — the sheer amount of strategies, tools, and information can be overwhelming. We see our community as a place where you can connect with like-minded marketers who are facing similar challenges. It’s a supportive environment where we can all collaborate and help each other become better, more successful marketers.

In the community, you’ll find:

To sign up, all you’ll need is your account URL. It doesn’t take long so I hope you’ll take a minute to join now.

There are some great topics already started so feel free to pop in and join the discussion:

In addition to all our users and partners, the ActiveCampaign staff will be there, and we are hiring a dedicated Community Manager to help this become the invaluable resource we expect it to be.

We see the community as a major addition to our customer success resources. All support requests should still be routed through our existing support channels, but this community is a place to discuss anything marketing related.

Discussion is in no way limited to ActiveCampaign (we want it to be a resource for marketing-related information in general) but you’ll get responses from other ActiveCampaign users and ActiveCampaign staff so it will be information that is immediately applicable to your situation. For instance, if you ask about personalizing emails, you’ll receive responses that reference specific ActiveCampaign features, tags, documentation, etc., rather than general advice.

Another benefit of the community is that it connects experienced marketers and ActiveCampaign power users with marketing newbies and people just getting started with the platform. We’ve got some really talented and experienced marketers in our user base and we look forward to everyone connecting and helping each other.

Please take a moment to stop in and introduce yourself so we know who you are.

I’ll talk to you there!

9 ActiveCampaign Users Share Their #1 Tips

ActiveCampaign users and reviews


ActiveCampaign has been getting a decent amount of praise and attention lately. We thought we’d take the opportunity to highlight some of our favorite coverage and give these users a chance to share their ActiveCampaign tips with the community.


The new email designer

A true drag and drop experience

Drag new content into your email, resize things dynamically, drag/drop to reorder items, and resize items with a live preview.

Add rows and columns with ease

You can now add new rows and columns by simply dragging new content to the edge of any existing content. Columns can be resized by simply dragging the column to your desired width.

Real time multi-user collaboration

See a full list of everyone who is currently viewing your email. Any changes will show up in real time (and highlighted briefly with the users color) so that you know what people are working on. Never lose work with our versioning/list of changes. Preview any previous save of the email and revert at any time.

Refined & automatic mobile optimizations

We take the email and perform hundreds of mobile optimizations. The logic we have developed takes into account all the various factors (formats, widths, images, etc..) to determine the intent of your email and will automatically make it mobile ready for a beautiful display on both desktops and mobile devices. This can be turned off from the settings screen of each email if you wish.

Image editing capabilities

We have full image editing capabilities including resizing, cropping (with preview), automatic image scaling (for large images), and an extensive array of photo optimization/tweaking tools.

New & improved content options

Add blocks of text, headers, images, videos, and live content from RSS feeds. Each content option has it’s own unique set of settings/capabilities and it’s own set of style options.

Some of our new content options include:

  • Buttons
  • Line breaks
  • Spacer
  • Social (coming soon)

New HTML based editor (For advanced users)

If you choose to use your own HTML you won’t be using our drag & drop designer. In this case you will have a new code editor with a live preview of your email (as you code) We have also added versioning/list of changes support to this mode along with multi-user detection to avoid situations where you could clash with another user.

Plenty more to come

While this is a massive update (replacing our old email designer) we are just getting started. You will soon find a new “social” block that you can add to your emails, a revamped ecommerce block type, many more new templates, and many more things (that we are not yet ready to announce)

Let us know what you think!

We would love to hear your feedback about these changes and the new email designer in general. Please comment with what you think!

Manage your tags

We just released a new way to manage your tags.  We have seen many users adopt tags over using lists and it has opened up some pretty interesting automation and segmentation options.  Until now there was no great way to manage them though.

To use the new tag manager simply head over to your contacts page and click the arrow where it says “Contact & Lead Scoring” to open the menu for other contacts options.  Click Tag Manager and you will be able to start managing your tags including:

  • Adding tags
  • Removing tags
  • Merging tags
  • Exploring tags

In the past the system removed any tags that existed (but were not used for any contacts)  That will no longer happen automatically.  A tag will be removed from the system only if you delete it.

A new customizable overview

When you login to your ActiveCampaign account you will notice a brand new overview page.  We redesigned the overview to show more information that can be personalized to fit your specific needs.

You can drag/drop widgets around on the screen, remove widgets that you don’t need to keep a close eye on, or add new widgets from the doc that sits at the bottom of the page.  Have a specific widget you would like to see on the overview?  Let us know!

Trigger automations from web page visits, logged events, and deal actions

We just added four new ways that you can trigger an automation:

  • When a URL is visited
  • When an event is recorded
  • When a deal stage changes
  • When a deal status changes

This brings us to 15 different ways you can start an automation along with the ability to choose to start an automation within any other automation.

The ability to start an automation with a page visit (or an event being recorded) adds quite a bit of power to our site & event tracking capabilities.  You can now trigger automations along with having conditional branching and options within your automation sequences based on the data that site & event tracking provides.

The ability to trigger automations based on stage or status changes allow you to automate your sales process as a deal progresses along within your sales cycle.

Bulk edit your contacts

When you visit your Contacts page you will see a new “Edit” option near the top left of the page.  You can filter down to a list of contacts (using search, segments, etc.. ) and bulk edit the whole result set or you can check specific contacts that you wish to edit.

Here are some of the things you can do with the new bulk edit feature:

  • Add contacts to an automation
  • Remove contacts from an automation
  • Add tags to contacts
  • Remove tags from contacts
  • Update custom fields
  • Add notes to contacts
  • Add contacts to a list
  • Remove contacts from a list

Introducing Deals… CRM & Sales Automation

As we have built out our automation capabilities over the past year, we quickly realized we need a seamless integration with your sales process.

We currently integrate with many CRM providers (and will continue to do so) but the basic concept of contacts being synced back and forth were not meeting our users’ needs.  So we decided to create our own CRM that is built directly into ActiveCampaign and have plans to do seamless syncs of sales data with our CRM partners in the future (more on this later)

We took a very simple approach to our CRM work flow.  We wanted something that we would love to use internally and that would cater towards small and medium sized businesses.

Everything is customizable.  You can create custom deal pipelines, stages, task types, etc..   As a lead comes into ActiveCampaign it can be placed into a pipeline.  You would then move it to different stages as your sales process advances.  All the while our automations will be there to help you move, update, and prioritize your deals.

Send individual emails from within ActiveCampaign or connect ANY email account (Gmail, Yahoo, Outlook, etc..).  Once connected you will see all related sent and received emails  automatically within your Deal stream.  No BCC that points to some special inbox required!

Automation Updates

As we added all of the new CRM and sales features, we made sure to fully integrate that within our automation capabilities.  You can now have automations run based on deals, create deals, adjust deals, etc…  We also improved our automations to allow multiple entry points.

Previously you could only start an automation from four different options (and could only pick one).  Now you have a dozen start options and can choose multiple options for when each automation will begin.

Contact & Lead Scoring

People have been begging us to add some form of contact scoring within ActiveCampaign.  We always agreed it would be nice, but we didn’t want to release some mediocre scoring system that just increments based on clicks and opens.  The actual value in that is pretty low.

So rather than doing that we developed a scoring system that allows dynamic increase and decreases of a score based on any marketing channel that you integrate with.  So the score can fluctuate based on campaign interactions, individual email interactions, traffic/history on your website, custom events, sales data, and much more.

Contact & Lead Scoring is free with all enterprise plans and is a paid upgrade for any small business plan.

How to get the new Sales & CRM features

All new accounts are getting this update already.  We are in the process of updating all existing users and you should receive the update in the upcoming weeks.  Contact us if you don’t want to wait!  We can update your account right away on demand.

What’s next

This is just the start of what we have planned.  Expect more CRM updates in the near future. The syncing of data with other CRM’s is something we are working on as well.  That will allow you to use another CRM for your sales activity while using ActiveCampaign as the marketing/automation engine.

Lastly, we have been busy working on a brand new email designer.  We have rethought and reworked the entire email designer from the ground up.  Our hope is to have some sneak peeks soon.

‘Wait until…’ Time and Date Options in Automated Series

Yesterday we launched a great new feature, one that had been highly requested since the introduction of our Automated Series — time and date awareness.

With this new feature you can now effectively schedule steps in your automate series to happen only at the appropriate times for your contacts.

This can now be accomplished with a simple “Wait until…” step under the “Date and Time” section.

Best of all, the time we’re referring to here is not your time zone, it is the customer’s. We will now track and utilize each contact’s time zone offset via their IP address to allow you to send to them at the right time for their region.

If you set an automated series to wait until Monday at 9 AM, the next step will not progress until 9AM on the following Monday in their time zone.

No longer will you have to worry about sending messages at strange hours or days when you won’t be available to respond. As you can imagine this opens up a host of other possibilities which we can promise we’re already thinking about for the future.

Much like our enhancements earlier in the week we believe a more personal experience will lead to better results and this is just one of many steps we’re taking to help you provide that.

Got ideas for what we can do with this data next? Let us know on our Feedback Forums.

New Feature: Modify Case When Using Personalization Tags

Personalized marketing is typically successful marketing. The more you know about a person, the better you can target and communicate with them. One small facet of this in ActiveCampaign is the usage of personalization tags.

Personalization tags let you include custom greetings or use any information you have about a contact in your message. We recently decided to take a new look at this handy feature and we’ve now rolled out some new enhancements to it.

You can now add modifiers to personalization tags to control the case of how they appear in your messages. With this new update, gone are the days of:

Hello JOHN,

This type of “greeting” would occur when someone was signed up and in your mailing list with their first name in ALL CAPS. This sort of thing either occurred because they didn’t know how to turn the caps lock off, or some sort of export system, likely from a database exported them as such. Now we’ve made personalization tags that much more personal.

Where you would have previously written:


You can now write:


And ActiveCampaign will do the work for you to normalize things for human consumption yielding the following instead.

Hello John,

Much better right? You are no longer held down by the oppressive reign of the mighty CAPS LOCK key.

We didn’t stop there though. Maybe you like things all capitalized? all lowercased? We’ve got you covered. Check out our newly revised Personalization Tags help document for more. Happy personalizing!