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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0018243f01ed60a4db49/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On automation's editor dashboard, click the 'Add' icon below the Trigger section.</li>
 <li>Select 'Conditions and Workflow' from the list of options.</li>
 <li>After that, click 'Goal' to insert this item into your ActiveCampaign automation.</li>
 <li>Craft a unique goal name and then enter it into the provided input field.</li>
 <li>Next, add a personalized set of conditions for your goals. Simply configure the condition settings based on your preference and provide all the necessary information.</li>
 <li>Finally, insert additional Goal triggers by selecting specific options from the drop-down menus below 'And When This Goal is' and 'If the Contact Does Not Meet the Goal Conditions'.</li>
 <li>Once done, click 'Save'.</li>
 <li>After completing these steps, your customized ActiveCampaign Goals will be added to the automation and enabled accordingly.</li>
</ol>

How Do Goals Work in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0025243f01ed60a4dc56/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Campaign' menu.</li>
 <li>Select 'Campaign Templates'.</li>
 <li>Hover over the design to the right and Click 'Edit design' to open the campaign designer.</li>
 <li>Go to the 'Blocks' and drag a text block to your layout.</li>
 <li>Type the text that should contain the unsubscribe link. </li>
 <li>Highlight the text, then click the link icon in the navigation bar.</li>
 <li>In the right panel, in the 'Link' section, type %UNSUBSCRIBELINK%.</li>
 <li>To insert your physical mailing address, click the text block you would like the address to appear in.</li>
 <li>Click the 'Personalization Tags' option on the top toolbar.</li>
 <li>In the Add a Personalization modal, click 'Message'.</li>
 <li>Choose 'List Sender Info'.</li>
 <li>Click out of the content block. The footer you created will replace the default footer.&nbsp;</li>
 <li>Click 'Preview'.</li>
 <li>Click the link above. </li>
 <li>Your physical mailing address will replace the 'Sender Info' personalization tag when you send the email to contacts.&nbsp;</li>
</ol>

How Do I Change The Default Footer in My Emails

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0056243f01ed60a4e002/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Contacts' option.</li>
 <li>Click the search field.</li>
 <li>Click the 'Advanced Search' below the 'Search Contacts'.</li>
 <li>The segment builder will appear. Click the conditions dropdown.</li>
 <li>Click 'Actions'.</li>
 <li>Choose the option 'Has been sent'.</li>
 <li>Next, click the value field to select a specific campaign to search for contacts who were sent that campaign. </li>
 <li>You can choose 'Any campaign' to look for all contacts who were sent any campaign.</li>
 <li>Click the 'Search' button.</li>
 <li>All contacts who were sent that campaign will load.</li>
</ol>

How Do I View Who Received My Email Campaign in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00fb243f01ed60a4e9d5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Contacts' option.</li>
 <li>Select the contact you want to add to an automation, then open their profile record.</li>
 <li>Scroll down to the 'Automations' section of the contact's record and click the 'Add' button.</li>
 <li>A modal window will appear and display active automations. Select the automation you want to add the contact to.</li>
 <li>Click 'Okay' to proceed.</li>
</ol>

How to Add a Contact to an Automation in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a014e243f01ed60a4f10b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Contacts' on the left menu.</li>
 <li>Click 'Lists'&nbsp;on the secondary menu.</li>
 <li>Click 'Add a list'.</li>
 <li>A modal window will appear. Complete the following fields:</li>
 <li>Make the list name short yet descriptive. </li>
 <li>Add your company's website to this field. This is required for compliance purposes.&nbsp;</li>
 <li>Use this to remind contacts why they are on your list and why you are emailing them.</li>
 <li>Click the 'Save' button to add your list.</li>
</ol>

How to Add a List in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01b3243f01ed60a4f8b6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Contacts' section.</li>
 <li>Click on the contact's name to open their profile.</li>
 <li>In the contact profile, you should see an option to add tags. It might be labelled as simply 'Tags'. Click on it and enter a tag.</li>
 <li>A window or field should appear where you can type the tag you want to add.</li>
 <li>Your tag has now been added. </li>
</ol>

How to Add a Tag in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a21ae0cf426949e6cd71a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Global Settings'.</li>
 <li>Under General Settings, go to 'Background image' and enable it.</li>
 <li>Click the 'Add a file' to upload your background image.</li>
 <li>Click on the 'Select image' and upload it to your email.</li>
 <li>Once you have uploaded your background image. Go to 'Content'.</li>
 <li>You can adjust your background image properties, size and position.</li>
 <li>Once satisfied, click 'Save and exit'.</li>
</ol>

How to Add Background Images in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d11a98365d08657073b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Contacts' on the left menu to navigate to the Contact Overview page.</li>
 <li>On the contact's menu, select 'Lists'.</li>
 <li>Select the list you want to add a contact to.</li>
 <li>Click 'Add a contact'.</li>
 <li>Type the first and last name, email, and phone number.</li>
 <li>Select an account. </li>
 <li>You can also add an account by entering the account name and click the 'Add' option to proceed.</li>
 <li>Select an account owner. </li>
 <li>Type the job title of your contact.</li>
 <li>In 'Contact Actions', choose the 'Add to Lists' options and select the list.</li>
 <li>Click 'Apply' to confirm.</li>
</ol>

How to Add Contacts to a List in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4057f8f6cdddddd50d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Campaigns' menu.</li>
 <li>Click 'Campaigns' and edit it.</li>
 <li>Click the text block to which you want to add personalization and place it wherever you want.</li>
 <li>Click 'Personalization Tags' at the top of the designer.</li>
 <li>A modal window will appear. Click the personalization option you want to use.&nbsp;</li>
 <li>You may want to try and choose 'Message' and choose 'Today's Date' as your custom personalization.</li>
 <li>The personalization tag is automatically inserted into your campaign.</li>
 <li>You can click the 'Preview' button to check the personalization tag.</li>
 <li>This is how your personalization tag will look based on the option you chose.</li>
</ol>

How to Add Custom Personalization in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a300cd673bd5aa8e629c1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your automation builder, find the specific Split Action that holds the two paths you want to merge in one. </li>
 <li>After that, hover your mouse cursor over this Action and then click the 'Delete' button.</li>
 <li>Select 'Keep All Paths (They Will Be Combined)' from the list of options.</li>
 <li>Once done, tap 'OK' to apply the changes.</li>
 <li>After completing these steps, the two separated Actions will be combined in one path instantly.</li>
</ol>

How to Bring Two Action Paths Back Together in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3065d673bd5aa8e630b0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Campaigns'.</li>
 <li>Find the specific email campaign you want to cancel.</li>
 <li>After that, click the 'Stop' button next to it.</li>
 <li>Finally, click 'OK' to proceed with the cancellation of the selected ActiveCampaign email campaign.</li>
</ol>

How to Cancel an Ongoing Email Campaign in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a309dd673bd5aa8e63568/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to 'Campaigns'.</li>
 <li>Select the 'Campaign Templates'.</li>
 <li>Select a campaign.</li>
 <li>On the 'Block' menu, click and drag the 'Image' option.</li>
 <li>Click to add an image.</li>
 <li>Upload the image you want to add.</li>
 <li>On the 'Alignment' menu, choose the 'Center' position.</li>
 <li>Once done, click the 'Save and exit'.</li>
</ol>

How to Center Images for Activecampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a312dd673bd5aa8e640ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Campaigns' option. </li>
 <li>Select 'Campaign Templates'. </li>
 <li>Click on the email you want to edit.</li>
 <li>Highlight the text you want to edit.</li>
 <li>Go to the 'Line Spacing' menu and click on your desired space.</li>
 <li>Once done, click on the 'Save and exit' menu to save the changes.</li>
</ol>

How to Change Line Spacing in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a332eab56e05a00fd72bd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'ActiveCampaign' and choose it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the required information to set up the Trigger accordingly.</li>
 <li>Once done, tap 'Continue' </li>
 <li>Following that, select the record you wish to use and then tap 'Continue With Selected Record'.</li>
 <li>Search for 'Google Sheets' and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the 'Action Event' you wish to use.</li>
 <li>Tap 'Sign In' and then log into the Google account that stores the spreadsheet you wish to connect.</li>
 <li>Subsequently, tap 'Allow' to accept the terms and grant the necessary access.</li>
 <li>One by one, fill out the input fields with the required information associated with integration.</li>
 <li>Once done, tap 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be connected instantly with Google Sheets.</li>
</ol>

How to Connect ActiveCampaign to Google Sheets Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33edab56e05a00fd8539/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then tap 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Klaviyo' and then select it from the recommended matches.</li>
 <li>Next, pick your preferred 'Trigger Event' from the available options.</li>
 <li>Tap 'Sign In' afterwards and then log into your active Klaviyo account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue' one more time to proceed further.</li>
 <li>Following that, search for 'ActiveCampaign' and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and then pick the 'Action Event' you wish to use.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, enter the API credentials associated with your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>One by one, fill out the input fields with the necessary details related to the integration.</li>
 <li>Once done, tap 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Klaviyo account will be connected instantly to ActiveCampaign.</li>
</ol>

How to Connect Klaviyo to ActiveCampaign Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3637ab56e05a00fdad68/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the upper left side of your dashboard, click 'Create a campaign'.</li>
 <li>Select a campaign type and click 'Next'.</li>
 <li>Add your Subject Line for your campaign.</li>
 <li>Add your Preheader.</li>
 <li>Choose your recipient from your list.</li>
 <li>You can choose to schedule your campaign.</li>
 <li>After setting the details for your campaign, you can now edit or design your email.</li>
 <li>Choose your preferred layout.</li>
 <li>Add an image to your campaign.</li>
 <li>Add a text to your campaign.</li>
 <li>Once you're satisfied with your campaign, click 'Next'.</li>
 <li>Select 'Test and preview'.</li>
 <li>Click 'Send'.</li>
 <li>Click the 'Desktop preview' to get the full view on your desktop.</li>
 <li>Click 'Finish'.</li>
 <li>Click 'Finish' and you now have your new campaign that has been scheduled.</li>
</ol>

How to Create a Campaign in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36e1ab56e05a00fdbea9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Website'&nbsp;on the left menu to navigate to the Forms overview page.</li>
 <li>Click the 'Create new form' button on the top right of your screen.</li>
 <li>Type the name of your form into the field provided.</li>
 <li>Choose the form style you wish to use.</li>
 <li>Go to 'Form Action', then click the action you want to use. You can choose from any of the following.</li>
 <li>Click the dropdown next to 'Form Action' to select an option to match your action. The items displayed in this dropdown will differ based on the selected action.</li>
 <li>Click the 'Create form' button.</li>
 <li>Once you have your form, click 'Integrate'.</li>
 <li>You can choose the options you want to integrate tour form via social media.</li>
 <li>Click 'Save and exit'.</li>
</ol>

How to Create a Form in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3726ab56e05a00fdc6a2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Website'.</li>
 <li>Select the 'Pages' option.</li>
 <li>Choose 'Create a new page'.</li>
 <li>Hover your mouse over the template and click the 'Use This Template' option that appears.</li>
 <li>Click 'Use this template'.</li>
 <li>Rename your page and click 'Save'.</li>
 <li>You're now ready to customise your landing page and add content.</li>
 <li>Add your preferred image to your landing page.</li>
 <li>Click 'Publish page' to proceed. </li>
 <li>Click 'Publish'.</li>
</ol>

How to Create a Landing Page in activecampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a38e5ab56e05a00fdf109/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Automations'&nbsp;on the left menu.</li>
 <li>Click 'Create an automation.'</li>
 <li>Select 'Start from Scratch' then click 'Continue'.</li>
 <li>To begin your automation, select a trigger.</li>
 <li>Click the 'Send an email' option from the 'Add a new action' modal.</li>
 <li>Provide a name for the email.</li>
 <li>Choose between 'Start with a new template' or 'Start with a past campaign'</li>
 <li>You can customise your welcome email and click 'Next'.</li>
 <li>Click 'Finish'.</li>
 <li>Click 'Conditions and Workflow'.</li>
 <li>Click 'Wait'.</li>
 <li>To add a wait condition, select 'Wait until specific conditions are met'.</li>
 <li>After you've set your condition, click 'Save'.</li>
 <li>Click the 'If/Else' option to add a condition.</li>
 <li>Click 'Save'.</li>
 <li>Go to 'Contacts'.</li>
 <li>Under the 'Yes' path, add an action to 'Add tag'.</li>
 <li>Tag them as 'Clicked CTA link' and click 'Save'. Same goes with the 'No' path.</li>
 <li>Now you have an active automation that delivers a welcome email and/or opt-in incentive immediately after someone joins your list.</li>
</ol>

How to Create an Automation in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a39e8ab56e05a00fe0a7c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to 'Campaigns'.</li>
 <li>Select 'Campaign Templates'. </li>
 <li>Choose a template that's already designed to be responsive.</li>
 <li>Divide your email content into sections and columns and ensure it looks good on both desktop and mobile devices.</li>
 <li>Within each section or column, add content blocks for your text, images, buttons, and other elements.</li>
 <li>For each content block, adjust the settings to make sure they're mobile-friendly. This may involve adjusting the size, alignment, and spacing of elements within the block.</li>
 <li>You may also click the 'mobile version' and ensure that the email will be adjusted properly.</li>
 <li>After designing your email, use the preview feature to see how it looks on mobile phones.</li>
 <li>Once you're satisfied with your email design, send test emails to yourself and view them on different devices to ensure they display correctly.</li>
</ol>

How to Create Mobile Breaks in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b63ab56e05a00fe2a50/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate your mouse to the 'Contacts' menu.</li>
 <li>Enter a contact to search.</li>
 <li>Click the contact that has a duplicate.</li>
 <li>Click the drop down menu beside the 'Send a Campaign' option.</li>
 <li>Choose 'Merge'.</li>
 <li>A modal will appear that contains a duplicated contact and click 'Merge'.</li>
 <li>Click 'Next' to proceed.</li>
 <li>Check each checkbox.</li>
 <li>Click 'Merge' to delete the abandoned duplicate contact once you’ve checked it’s not connected to anything important.</li>
</ol>

How to Delete Duplicate Contacts in Activecampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b68ab56e05a00fe2b03/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Contacts' menu.</li>
 <li>Under the 'Contacts' menu, select the 'Lists' option.</li>
 <li>Find the list you want to delete from the list of all your lists.</li>
 <li>Within the list settings, click on the option to delete the list.</li>
 <li>Confirm that you want to delete the list by checking the tick boxes.</li>
 <li>To confirm, click 'Delete list'. Once you confirm the deletion, ActiveCampaign will permanently delete the list and all associated contacts.</li>
</ol>

How to Delete List in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c1fab56e05a00fe39d9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Deals'.</li>
 <li>Tap 'Add a Deal' at the top-right corner.</li>
 <li>After that, copy the exact details of the existing deal you want to duplicate and enter them one by one into their respective input fields.</li>
 <li>Once done, click 'Add Deal' to proceed.</li>
 <li>After completing these steps, your ActiveCampaign deal will be duplicated.</li>
</ol>

How to Duplicate a Deal in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3d85ab56e05a00fe513b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Contacts' button.</li>
 <li>Navigate to the 'Lists' option.</li>
 <li>Locate the list that contains your segment. Then click the down caret for that list.</li>
 <li>Click 'Segments'.</li>
 <li>The List row will expand and display your segments. Click the segment you wish to delete.</li>
 <li>Click the 'Delete' button.</li>
 <li>A confirmation message will appear asking you to confirm that you wish to delete this segment. If you wish to continue, click 'OK'.</li>
</ol>

How to Exclude a Segment from ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3dfbab56e05a00fe5bb2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the ActiveCampaign's automation builder, access the main dashboard and click 'Add a Start Trigger'.</li>
 <li>Find and choose 'Submits a Form' from the available Trigger options.</li>
 <li>Following that, click the 'Select Form' menu and pick your lead generation form from the given choices.</li>
 <li>Tap 'Save' afterwards to apply the changes.</li>
 <li>Click the 'Add' icon on the main dashboard of ActiveCampaign's automation builder to configure the Action.</li>
 <li>Select 'Contacts' from the list of options.</li>
 <li>Next, find and click 'Add a Tag'.</li>
 <li>Tap the text field and type the tag you want to use as a filter for potential leads.</li>
 <li>Finally, click 'Save' to proceed.</li>
 <li>Once done, navigate to the top-right corner and click 'Active' to enable the automation. While it is active, you can easily filter and find potential leads from your contact list.</li>
</ol>

How to Filter Potential Leads Automatically in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3ec5ab56e05a00fe697c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Campaign's main dashboard, find and select 'Campaign Templates' from the list of options under Manage.</li>
 <li>After that, hover your mouse cursor over the email campaign template you wish to share and then click the 'Gear' icon inside it.</li>
 <li>Choose 'Share' from the provided options.</li>
 <li>Tap the 'Copy Link to Clipboard' icon afterwards.</li>
 <li>Finally, click the 'Close' button to return to the template selection page and then use the copied link to share the selected email campaign template with others.</li>
</ol>

How to Get a Shareable Link For an ActiveCampaign Email Campaign Template

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3ef8ab56e05a00fe6dbe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the 'Deals' menu.</li>
 <li>Under 'Reports', click the 'Funnel' option.</li>
 <li>Click your pipeline you want to view.</li>
 <li>By clicking your pipeline, you will have information about the progress of your pipeline.</li>
</ol>

How to Get Pipeline Info in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fcfab56e05a00fe7e67/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the email campaign's editor dashboard, find the section that holds the container you want to customize.</li>
 <li>After that, hover your mouse cursor over this section and then click the 'Structure' button.</li>
 <li>Head over to the right-side panel and locate the name of the container you want to edit.</li>
 <li>Subsequently, enter your preferred width size or click the 'Add' button to increase the container width according to your preferences.</li>
 <li>After completing these steps, the width of the selected container will be increased accordingly.</li>
</ol>

How to Increase the Container Width in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4031ab56e05a00fe83ca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the list of options.</li>
 <li>Next, select your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter your ActiveCampaign API credentials into their respective input fields, then click 'Yes, continue to ActiveCampaign'.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, search for 'Asana' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your Asana account.</li>
 <li>Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Asana.</li>
</ol>

How to Integrate ActiveCampaign with Asana

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4032ab56e05a00fe83ee/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side corner and click 'Workspace Settings'.</li>
 <li>Select 'Integrations' from the list of options.</li>
 <li>After that, click 'Connect Integration'.</li>
 <li>Choose 'ActiveCampaign' from the available integration options.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Proceed'.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated with Clickfunnels.</li>
</ol>

How to Integrate ActiveCampaign with Clickfunnels

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4035ab56e05a00fe8421/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and choose 'ActiveCampaign' from the available integration options.</li>
 <li>Next, select your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Following that, configure the Trigger setup based on your preferences and then click 'Continue'.</li>
 <li>Tap 'Test Trigger' afterwards.</li>
 <li>Once done, click 'Continue With Selected Record'.</li>
 <li>After that, find 'Gmail' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your Gmail account.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Finally, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated with Gmail.</li>
</ol>

How to Integrate ActiveCampaign with Gmail

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4037ab56e05a00fe8461/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, tap 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to set up the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue' one more time to proceed.</li>
 <li>Following that, search for 'Google Ads' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your Google Ads account.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Google Ads.</li>
</ol>

How to Integrate ActiveCampaign with Google Ads

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a403aab56e05a00fe84a2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective text fields, then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to set up the Trigger.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, locate 'Google Calendar' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your Google account.</li>
 <li>Tap 'Continue' to proceed.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Google Calendar.</li>
</ol>

How to Integrate ActiveCampaign with Google Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a403dab56e05a00fe84e3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to set up the Trigger.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue With Selected Record' afterwards.</li>
 <li>Following that, search for 'Google Contacts' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your Google account.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Finally, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Google Contacts.</li>
</ol>

How to Integrate ActiveCampaign with Google Contacts

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a403eab56e05a00fe850c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Apps'.</li>
 <li>Find and select 'Google Sheets' from the available integration options.</li>
 <li>After that, head over to the top-right corner and click 'Import Data'.</li>
 <li>Tap 'Connect' afterwards.</li>
 <li>Log in or choose the Google account you prefer to use.</li>
 <li>Subsequently, click 'Continue' to agree with the terms and grant the necessary permissions.</li>
 <li>Tap 'Close' afterwards.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Google Sheets.</li>
</ol>

How to Integrate ActiveCampaign with Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4042ab56e05a00fe8546/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, find 'Mailchimp' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Click 'Sign In' afterwards.</li>
 <li>Provide your Mailchimp user credentials, then click 'Log In' to proceed.</li>
 <li>Subsequently, tap 'Allow' to agree with the terms and grant the necessary permissions.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Mailchimp.</li>
</ol>

How to Integrate ActiveCampaign with Mailchimp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4044ab56e05a00fe8572/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu bar and then click 'Monday Marketplace'.</li>
 <li>Search for 'ActiveCampaign' and then select 'ActiveCampaign Integration' from the suggested results.</li>
 <li>After that, tap 'Install App' to proceed.</li>
 <li>Configure the access settings of the ActiveCampaign Integration and then click 'Install'.</li>
 <li>Next, specify the workspace and board where you wish to install the ActiveCampaign Integration plugin. Once done, click 'Add App'.</li>
 <li>Choose the integration template you wish to use and then click the 'Use Template' button below it. </li>
 <li>Following that, provide the API credentials of your ActiveCampaign account.</li>
 <li>Once done, tap 'Connect' to proceed.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with monday.com.</li>
</ol>

How to Integrate ActiveCampaign with monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4049ab56e05a00fe8591/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access the main dashboard of your Microsoft Outlook account and open any available email.</li>
 <li>After that, click the 'More Actions' icon at the top-right corner.</li>
 <li>Select 'Apps' from the list of options.</li>
 <li>Subsequently, click 'Get Add-Ins'.</li>
 <li>Search for 'ActiveCampaign' and choose it from the suggested results.</li>
 <li>Finally, tap 'Add' to proceed.</li>
 <li>After completing these steps, your Outlook account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate ActiveCampaign with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a404dab56e05a00fe85b8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top navigation bar and then click the 'Settings' icon.</li>
 <li>Select 'Setup' from the list of options.</li>
 <li>After that, navigate to the left-side panel and click 'Apps'.</li>
 <li>Choose 'AppExchange Marketplace' afterwards.</li>
 <li>Click 'Go to AppExchange' to proceed.</li>
 <li>Search for 'ActiveCampaign' and select it from the suggested results.</li>
 <li>Tap 'Get It Now' afterwards.</li>
 <li>Following that, specify the Salesforce account you prefer to use and then click 'Install in Production'.</li>
 <li>Review the integration details and then click 'Confirm and Install'.</li>
 <li>Next, configure the access settings based on your preferences and then click 'Install'.</li>
 <li>Finally, grant the required third-party permissions, then tap 'Continue' to finish and activate the integration of your Salesforce account with ActiveCampaign.</li>
</ol>

How to Integrate ActiveCampaign with Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a404eab56e05a00fe85d3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Apps'.</li>
 <li>Search for 'SurveyMonkey' and select it from the suggested results.</li>
 <li>Tap 'Login to SurveyMonkey' afterwards, then sign in to your account.</li>
 <li>Subsequently, click 'Authorize' to agree with the terms and grant the necessary permission.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated with SurveyMonkey.</li>
</ol>

How to Integrate ActiveCampaign with SurveyMonkey

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4051ab56e05a00fe8608/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'ActiveCampaign' and then select it from the suggested results.</li>
 <li>Next, select your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, search for 'Twilio' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide your Twilio API credentials and then click 'Yes, Continue to Twilio'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Twilio.</li>
</ol>

How to Integrate ActiveCampaign with Twilio

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4053ab56e05a00fe8644/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>After that, tap 'Trigger' to start the integration process.</li>
 <li>Browse the list of integration options, then select 'ActiveCampaign' as the Trigger app.</li>
 <li>Subsequently, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Following that, provide the required information associated with your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Once done, set up the Trigger and click 'Test' afterwards.</li>
 <li>Next, search for 'Zendesk' and select it as the Action app.</li>
 <li>Click the drop-down menu and choose your preferred 'Action Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Fill out the input fields with the necessary information associated with your Zendesk account. Once completed, click 'Yes, Continue to Zendesk'.</li>
 <li>After that, provide the specific details needed to set up the action.</li>
 <li>Finally, click 'Test' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Zendesk.</li>
</ol>

How to Integrate ActiveCampaign with Zendesk

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4056ab56e05a00fe8685/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>Following that, tap 'Trigger' to start the integration process.</li>
 <li>Find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Choose your preferred 'Trigger Event' afterwards.</li>
 <li>Next, tap 'Sign In'.</li>
 <li>Provide all the required information associated with your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Tap 'Continue' to proceed.</li>
 <li>Click 'Continue' one more time to confirm the default Trigger configuration.</li>
 <li>After that, click 'Test Trigger' to run your inputs.</li>
 <li>Once done, tap 'Continue'.</li>
 <li>Search for 'Zoom' and select it as the Action app.</li>
 <li>Subsequently, click the drop-down menu and choose your preferred 'Action Event'.</li>
 <li>Tap 'Sign In' and then log into your Zoom account.</li>
 <li>After that, tap 'Continue'.</li>
 <li>Fill out the input fields with the information needed to set up the Action.</li>
 <li>Finally, click 'Continue' to test and publish the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Zoom.</li>
</ol>

How to Integrate ActiveCampaign with Zoom

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a405aab56e05a00fe86ca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Acuity Scheduling' and then select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In afterwards.</li>
 <li>Enter your registered email into the provided input field and then click 'Next'.</li>
 <li>Subsequently, click 'Allow Access' to agree with the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, find 'ActiveCampaign' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and choose the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Acuity Scheduling with ActiveCampaign.</li>
</ol>

How to Integrate Acuity Scheduling with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4085ab56e05a00fe8a14/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On WordPress Block Editor, click the 'Add Block' icon.</li>
 <li>Choose 'Custom HTML' from the list of options.</li>
 <li>After that, enter the embed code of the selected ActiveCampaign form into the provided input field.</li>
 <li>Tap 'Preview' afterwards.</li>
 <li>Finally, the selected ActiveCampaign form will be integrated into your WordPress post.</li>
</ol>

How to Integrate an ActiveCampaign Form Into WordPress Posts

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a40fcab56e05a00fe939b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ActiveCampaign homepage, click on "Apps" in the left-hand sidebar.</li>
 <li>Select "All Apps." </li>
 <li>Search for "Calendly" and click on it.</li>
 <li>Select "Connect" to proceed.</li>
 <li>Click "Continue."</li>
 <li>Choose an event, then click "Continue."</li>
 <li>Customize and fill in the required fields then click "Finish."</li>
</ol>

How to Integrate Calendly with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a419fab56e05a00fe9f84/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "ClickUp" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your ClickUp account and click "Continue."</li>
 <li>Select a workspace to continue.</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "ActiveCampaign" as the action app.</li>
 <li>Choose an event under ActiveCampaign.</li>
 <li>Log in to your ActiveCampaign account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with ActiveCampaign, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41d4ab56e05a00fea401/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Close' and then choose it from the suggested results.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Close account.</li>
 <li>Subsequently, choose the Close organization you want to use and then click 'Allow' to grant the necessary permissions.</li>
 <li>Once done, tap 'Test Trigger' to run your inputs.</li>
 <li>Click 'Continue With Selected Record' afterwards.</li>
 <li>Following that, find 'ActiveCampaign' and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Close account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Close with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a41edab56e05a00fea5d3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Cognito Forms' and then select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Cognito Forms account.</li>
 <li>Choose 'Zapier' as the integration type and then click 'Authorize Organization'.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' one more time.</li>
 <li>Following that, locate 'ActiveCampaign' and then choose it as the Action app.</li>
 <li>Next, click the drop-down menu and specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Enter the API credentials of your ActiveCampaign account into their respective input fields, then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Cognito Forms account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Cognito Forms with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a421bab56e05a00feaa0e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top-right corner and then click the drop-down arrow next to your 'Profile'.</li>
 <li>Select 'Settings' from the list of options.</li>
 <li>After that, go to the 'Integrations' tab.</li>
 <li>Select 'ActiveCampaign' from the available integration options.</li>
 <li>Next, prepare your ActiveCampaign API credentials and then enter them into the provided input fields.</li>
 <li>Once done, click 'Connect'.</li>
 <li>After completing these steps, your Demio account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Demio with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4230ab56e05a00feabe3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Docusign' and select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, choose the type of your Docusign account and then click 'Yes, Continue to Docusign'.</li>
 <li>Provide your Docusign user credentials, then click 'Log In'</li>
 <li>Lastly, click 'Allow Access' to agree with the terms and grant the necessary permissions.</li>
 <li>Tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' one more time to proceed.</li>
 <li>Following that, find 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Docusign account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Docusign with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4261ab56e05a00feb023/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Formstack' and then select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Formstack account.</li>
 <li>Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.</li>
 <li>Tap 'Test Trigger' to run your inputs.</li>
 <li>Once done, click 'Continue With Selected Record'.</li>
 <li>Following that, find 'ActiveCampaign' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and select the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Provide the API credentials of your ActiveCampaign account, then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Formstack account will be integrated with ActiveCampaign.</li>
</ol>

How to Integrate Formstack with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4289ab56e05a00feb389/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Google Forms' and then select it from the suggested results.</li>
 <li>Choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Google account.</li>
 <li>Tap 'Continue' to proceed.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue' afterwards.</li>
 <li>Following that, locate 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated with Google Forms.</li>
</ol>

How to Integrate Google Forms with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42b0ab56e05a00feb5f2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "ActiveCampaign" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will be asked to enter your API url and API key in the pop up dialog that appears.</li>
 <li>Head over to your ActiveCampaign account and click on the Settings option in the left pane.</li>
 <li>Now, select Developer in the Settings menu to find your API URL and API key.</li>
 <li>Copy the API URL and API Key.</li>
 <li>Paste your API key URL and key back in the pop up in HubSpot and hit Connect to ActiveCampaign.</li>
 <li>Your ActiveCampaign account is now connected. You can Set-up sync now.</li>
</ol>

Activecampaign and hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a435eab56e05a00fec165/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Intercom' and select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Intercom account.</li>
 <li>Subsequently, choose your preferred Intercom workspace and then click 'Authorize Access' to proceed.</li>
 <li>Tap 'Test Trigger' to run your inputs.</li>
 <li>Once done, click 'Continue With Selected Record'.</li>
 <li>Following that, find 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Intercom account will be integrated with ActiveCampaign.</li>
</ol>

How to Integrate Intercom with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43e1ab56e05a00fecbfb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu bar and then click 'Settings'.</li>
 <li>Select 'Integrations' from the list of options.</li>
 <li>Following that, search for 'ActiveCampaign' and choose it from the suggested results.</li>
 <li>Provide the API credentials of your ActiveCampaign account and then enter them into their respective input fields.</li>
 <li>Once done, click 'Authenticate' to proceed.</li>
 <li>Specify the ActiveCampaign action you prefer to use.</li>
 <li>Next, fill out the input fields with the required information.</li>
 <li>Once done, tap 'Save'.</li>
 <li><article>Click 'Complete Integration' to proceed.</article></li>
 <li>After completing these steps, your Jotform account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Jotform with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43f1ab56e05a00fecd84/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to commence the integration process.</li>
 <li>Search for 'Landbot' and select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API token of your Landbot account into the provided input field and then click 'Yes, Continue to Landbot'.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Following that, locate the 'ActiveCampaign' option and then choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Landbot account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Landbot with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43fdab56e05a00fece47/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'LinkedIn' and then select 'LinkedIn Ads' from the suggested results.</li>
 <li>Next, tap the 'Trigger Event' menu.</li>
 <li>Choose 'New Lead Gen Form Responses' from the list of options.</li>
 <li>Tap 'Sign In' afterwards, then log into your LinkedIn account.</li>
 <li>Click 'Continue' to proceed.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Following that, search for 'ActiveCampaign' and then choose it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your LinkedIn Lead Gen Forms will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate LinkedIn Lead Gen Forms with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4416ab56e05a00fed048/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Mailparser' and then select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Log into your Mailparser account, then click 'Yes, Continue to Mailparser'.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Following that, find 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then tap 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Mailparser account will be integrated with ActiveCampaign.</li>
</ol>

How to Integrate Mailparser with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4418ab56e05a00fed06c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Settings'.</li>
 <li>Select 'Integrations' from the list of options under Extensions.</li>
 <li>After that, browse the list of available integration options and then find 'ActiveCampaign'.</li>
 <li>Right below it, enter the API credentials of your ActiveCampaign account into the provided input fields.</li>
 <li>Once done, click 'Connect ActiveCampaign Account'.</li>
 <li>After completing these steps, your Manychat account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Manychat with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44dfab56e05a00fee653/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click 'Apps'.</li>
 <li>Search for 'PandaDoc' and select it from the suggested results.</li>
 <li>After that, head over to the top-right corner and click 'Add an Account'.</li>
 <li>Tap 'Connect' afterwards, then log into your PandaDoc account.</li>
 <li>Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.</li>
 <li>Click 'Close' afterwards.</li>
 <li>After completing these steps, your PandaDoc account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate PandaDoc with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44e6ab56e05a00fee6ce/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hover your mouse cursor over the 'After Submission' option and then select 'Integrations &amp; Webhooks' from the list of options.</li>
 <li>After that, find and select 'ActiveCampaign' from the available integration options.</li>
 <li>Specify the ActiveCampaign action you prefer to use.</li>
 <li>Next. click 'Add Account'.</li>
 <li>Provide the API credentials of your ActiveCampaign account and then enter them one by one into their respective input fields.</li>
 <li>Once done, click 'Connect ActiveCampaign' to proceed.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Finally, tap 'Finish Setup'.</li>
 <li>After completing these steps, your Paperform account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Paperform with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44efab56e05a00fee789/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ActiveCampaign homepage, click on "Apps" in the left-hand sidebar.</li>
 <li>Select "All Apps" then search for "Pipedrive."</li>
 <li></li>
 <li>Select "Pipedrive" to start the integration.</li>
 <li>Click "Import Data."</li>
 <li>Select on "Continue" to proceed.</li>
 <li>Customize the user selection and click "Next."</li>
 <li>Select "Allow and Install."</li>
 <li>Click "Continue" to import from Pipedrive.</li>
 <li>Customize and fill in the required fields then select "Continue."</li>
 <li>Modify and complete the necessary fields, then click "Continue."</li>
 <li>Type in the Import Name and the details and click "Finish."</li>
 <li>By following these steps, you can integrate Pipedrive with ActiveCampaign to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Click the '+Add apps' button located at the lower left side of your Slack Workspace. </li>
 <li>Search for 'Activecampaign' in the search bar and click 'Add'.</li>
 <li>Select 'Add to Slack'.</li>
 <li>Click 'Allow' to authorize ActiveCampaign to your Slack workspace. </li>
 <li>That's it! You have successfully connected Slack with ActiveCampaign.</li>
 <li>By following these steps, you can automate notifications to your Slack channels whenever specific events occur in ActiveCampaign.</li>
</ol>

How to Integrate Slack with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4617ab56e05a00ff089a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click the 'Pages' option under Website.</li>
 <li>Select the specific web page where you wish to add your ActiveCampaign form.</li>
 <li>Tap 'Edit' afterwards.</li>
 <li>Subsequently, click 'Add Section'.</li>
 <li>Choose 'Add a Blank Section' from the list of options.</li>
 <li>Assign a specific section for the form you want to integrate and then click 'Add Block'.</li>
 <li>Go over the provided options and then choose 'Code'.</li>
 <li>Tap the 'Edit' icon afterwards.</li>
 <li>Access the HTML panel and then paste the embed code of your ActiveCampaign form.</li>
 <li>Once done, click 'Preview in Safe Mode'.</li>
 <li>Finally, your ActiveCampaign form will be integrated into the selected Squarespace website page.</li>
 <li>Tap 'Save' to apply the recent changes and activate the integration.</li>
</ol>

How to Integrate Squarespace with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4669ab56e05a00ff0e9f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Trello" to set it as Trigger App.</li>
 <li>Choose a trigger event, such as "New Activity," "New Board," etc.</li>
 <li>Sign in to your Trello account, grant Zapier access, and click "Continue."</li>
 <li>Select "Test trigger" to set up.</li>
 <li>Choose a board, then click "Continue with selected record."</li>
 <li>Search and select "ActiveCampaign" as the action app.</li>
 <li>Choose an event under ActiveCampaign.</li>
 <li>Login to your ActiveCampaign account, then click "Continue."</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click "Test step" to proceed.</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Trello with ActiveCampaign using Zapier to enhance content management and productivity.</li>
</ol>

How to Integrate Trello with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a470aab56e05a00ff17b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Apps'.</li>
 <li>Select 'Typeform' from the list of integration options.</li>
 <li>After that, head over to the top-right corner and click 'Add an Account'.</li>
 <li>Tap 'Connect' and then log into your Typeform account.</li>
 <li>Subsequently, click 'Accept' to agree with the terms and grant the necessary permissions.</li>
 <li>Tap 'Close' afterwards.</li>
 <li>After completing these steps, your Typeform account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Typeform with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4720ab56e05a00ff18fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Apps'.</li>
 <li>Search for 'Unbounce' and then select it from the suggested results.</li>
 <li>Following that, click 'Add an Account' at the top-right corner.</li>
 <li>Tap 'Connect' afterwards.</li>
 <li>Provide your Unbounce user credentials and enter them into the provided input fields. </li>
 <li>Finally, click 'Sign In' to finish the process and activate the integration of your Unbounce and ActiveCampaign accounts.</li>
</ol>

How to Integrate Unbounce with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4729ab56e05a00ff1969/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Webflow' and choose it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Webflow account.</li>
 <li>Select the Webflow workspace you wish to integrate and then tap 'Authorize App'.</li>
 <li>Provide the information needed to set up the Trigger.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue With Selected Records' afterwards.</li>
 <li>Following that, find 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and choose the specific 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Provide the API credentials of your ActiveCampaign account, then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>After that, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Webflow account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Webflow with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4736ab56e05a00ff1a5c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'Webhooks by Zapier' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Provide the information needed to configure the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue' afterwards.</li>
 <li>Following that, find 'ActiveCampaign' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with Webhooks.</li>
</ol>

How to Integrate Webhooks with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4746ab56e05a00ff1b62/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Wix' and select it from the suggested results.</li>
 <li>Next, tap the 'Trigger Event' menu.</li>
 <li>Find and choose 'Wix Custom Triggers' from the available Trigger Event options.</li>
 <li>Tap 'Sign In' afterwards, then log into your Wix account.</li>
 <li>Subsequently, click 'Agree &amp; Add' to grant the necessary permissions.</li>
 <li>Click the 'Automation Rule' menu and then choose the specific Wix automation you prefer to use.</li>
 <li>Once done, click 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, locate 'ActiveCampaign' and then choose it as the Action app.</li>
 <li>Next, specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Wix automations will be integrated with ActiveCampaign.</li>
</ol>

How to Integrate Wix Automations with ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Find and select 'Zoho CRM' from the available integration options.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Zoho CRM account.</li>
 <li>Specify your Zoho domain and then click 'Yes, Continue to Zoho CRM'.</li>
 <li>Subsequently, tap 'Accept' to agree with the terms and grant the necessary permissions.</li>
 <li>Once done, click 'Test Trigger' to run your inputs.</li>
 <li>Tap 'Continue' afterwards.</li>
 <li>Following that, search for 'ActiveCampaign' and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and then specify the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, provide the API credentials of your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Zoho CRM account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Zoho CRM with ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Click 'Contacts' on the left menu of your account.</li>
 <li>On the 'Manage' menu, select 'Fields'.</li>
 <li>Click 'Contacts' tab.</li>
 <li>Hover your mouse over the field you wish to edit and click the pencil icon.</li>
 <li>A 'Customize your field options' modal will appear. Make your desired edits.</li>
 <li>Click 'Save'.</li>
</ol>

How to Modify Contact Fields in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Head over to the top-right corner and then click 'Integrate'.</li>
 <li>Click the 'Link' tab afterwards.</li>
 <li>Following that, click the container and copy the link inside.</li>
 <li>Tap 'Save and Exit' at the top-right corner.</li>
 <li>Finally, you may now go to Facebook and post the subscription form link of your ActiveCampaign newsletter to your timeline.</li>
</ol>

How to Post the Subscription Form of the ActiveCampaign Newsletter to Facebook

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<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'ActiveCampaign' and then choose it from the suggested results.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, enter the API credentials associated with your ActiveCampaign account and then tap 'Yes, Continue to ActiveCampaign'.</li>
 <li>Click 'Continue' to run your input and test the Trigger.</li>
 <li>Following that, choose the specific record you wish to push and then tap 'Continue'.</li>
 <li>Search for 'Google BigQuery' afterwards and then select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the specific 'Action Event' you wish to execute.</li>
 <li>Tap 'Sign In' afterwards and then log into your Google account.</li>
 <li>Subsequently, click 'Continue' to accept the terms and grant the necessary permissions.</li>
 <li>One by one, fill out the input fields with the required information related to the integration.</li>
 <li>Once done, tap 'Continue' to process your configuration.</li>
 <li>Finally, tap 'Publish' to enable the integration and push your ActiveCampaign data to Google BigQuery based on your input.</li>
</ol>

How to Push ActiveCampaign to Google BigQuery Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b32ab56e05a00ff691f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then tap 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to get started.</li>
 <li>Browse the available integration options and then choose 'Webhooks'.</li>
 <li>Next, click the 'Trigger Event' menu.</li>
 <li>Choose 'Catch Hook' from the given list.</li>
 <li>Once done, tap 'Continue'.</li>
 <li>Provide the additional details needed, then tap 'Continue' to proceed.</li>
 <li>Under the Your Webhook URL section, click the 'Copy' button next to the newly generated URL and then paste it into the Webhook integration page of your OptiMonk account.</li>
 <li>Once done, tap 'Test Trigger' to run your input.</li>
 <li>Click 'Continue' to proceed with the creation of your intended Action.</li>
 <li>Following that, search for 'ActiveCampaign' and then choose it as the Action app.</li>
 <li>Next, specify your preferred 'Action Event'.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, provide the API credentials associated with your ActiveCampaign account and then click 'Yes, Continue to ActiveCampaign'.</li>
 <li><article>One by one, fill out the input fields with the required information.</article></li>
 <li><article>Once done, click 'Continue' to run your input.</article></li>
 <li>Finally, click 'Publish' to enable the integration and push your OptiMonk data to ActiveCampaign.</li>
</ol>

How to Push OptiMonk to ActiveCampaign via Webhooks By Zapier

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<h2>Guide</h2>

<ol>
 <li>Go to the 'Contacts' option.</li>
 <li>Click the 'Lists' button.</li>
 <li>Select the list that you want to remove a contact.</li>
 <li>Click the 'Settings' of the contact.</li>
 <li>On the drop down menu, select 'Delete contact'.</li>
 <li>To confirm action, a modal will appear before deleting the contact. Click the check box below.</li>
 <li>Click the 'Delete' button to confirm. </li>
</ol>

How to Remove Contact from Only One List in ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4c29ab56e05a00ff7a2e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your email campaign design, navigate to the right-side panel, then choose 'Text' from the available blocks under Content. After that, grab and drag it to the section above the default footer.</li>
 <li>Double-click the text field to start editing its content.</li>
 <li>Next, go to the top menu bar and click 'Personalization Tags'.</li>
 <li>Choose 'Unsubscribe Link' from the options under the Message section.</li>
 <li>Once done, go back to the text block and craft a unique message for the Unsubscribe Link.</li>
 <li>Following that, add a new line below the Unsubscribe Link section.</li>
 <li>Click 'Personalization Tags' one more time and then select the 'List Sender Info' option from the Message section. You can choose either Single Line or Multiple Lines as they are both applicable.</li>
 <li>Likewise, write a unique message describing the Sender Info.</li>
 <li>After completing these steps, the default footer in your ActiveCampaign email design will be removed automatically. You may now use the customized text block earlier as your footer if you wish.</li>
</ol>

How to Remove the Default Footer in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Click on the "Campaigns" tab located in the top navigation bar.</li>
 <li>If you want to save an email from an existing campaign, find the campaign you want to work with and click on it.</li>
 <li>Click on the campaign you want to use as a template.</li>
 <li>Click on the 'View Report' dropdown menu located in the top-right corner of the editor, and click 'Save as a template'.</li>
 <li>Your email template is now saved and can be accessed whenever you create a new campaign or email.</li>
</ol>

How to Save an Email to Template Activecampaign

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<h2>Guide</h2>

<ol>
 <li>Once logged in, navigate to the 'Contacts' section of your ActiveCampaign account.</li>
 <li>Click the 'Search contacts' field, then click 'Advanced Search'.</li>
 <li> Create your segment condition by clicking the left-most field that says "(Select a condition)."</li>
 <li>Click any category to display its conditions, then click the segment condition you want to use.&nbsp;&nbsp;</li>
 <li>Next, you'll need to provide a value for your segment condition. To do so, click the right-most field and click one of the options listed.</li>
 <li>Click the 'Search' button.</li>
 <li>The page will reload, and all contacts who meet your conditions will be listed.</li>
</ol>

How to Segment List ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Click 'Contacts'&nbsp;on the left menu.</li>
 <li>Click the contact you wish to email.&nbsp;</li>
 <li>Go to the email section, and click the email of the recipient.</li>
 <li>It will redirect you to the contact's record where a modal will appear. Provide a subject line.</li>
 <li>Type your message into the email composer.</li>
 <li>Click the 'Send' button.&nbsp;</li>
</ol>

How to Send an Email in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Visit the ActiveCampaign website and sign up for an account.</li>
 <li>Enter your email and click 'Start your free trial'.</li>
 <li>Enter your name and number click 'Next Step'.</li>
 <li>Personalise your platform by entering your contacts, employees and the industry of your business. Then, click 'Next Step'.</li>
 <li>After signing up, you'll receive a verification email to activate your account.</li>
 <li>Set up your password, click the checkbox and select 'Take Me To My Account'.</li>
 <li>You have successfully created your ActiveCampaign account.</li>
</ol>

How to Set Up ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Click 'Automations' on the left menu.</li>
 <li>Click 'Edit' for the automation you want to edit.</li>
 <li>Click the '+' icon to add your goal. </li>
 <li>Click 'Conditions and Workflow'.</li>
 <li>Click the 'Goal' option.</li>
 <li>The Goal action modal will appear. Type the name of the Goal into the Goal Name provided.</li>
 <li>Use the segment builder to set your Goal conditions.&nbsp;</li>
 <li>Click the 'And when this goal is' dropdown.</li>
 <li>Select either 'Below the contact's position' or 'Anywhere'.</li>
 <li>Click the 'If the contact does not meet goal conditions' dropdown and choose an option.</li>
 <li>This determines the action contacts will take when encountering this action in your automation but do not meet the goal conditions.</li>
 <li>This option is available on Marketing Professional and Marketing Enterprise plans only.&nbsp;</li>
 <li>Click the 'Save' button.</li>
</ol>

How to Set Up Goals in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'ActiveCampaign' and then select it from the suggested results.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account and then tap 'Yes, Continue to ActiveCampaign'.</li>
 <li>Provide the information needed to configure the Trigger accordingly.</li>
 <li>Once done, tap 'Continue' to run your input and test the Trigger.</li>
 <li>Choose your preferred record afterwards, then tap 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Airtable' and choose it as the Action app.</li>
 <li>Next, tap the drop-down menu and pick the specific 'Action Event' you want to use.</li>
 <li>Tap 'Sign In' afterwards, then log into your active Airtable account.</li>
 <li>Subsequently, choose your preferred Airtable workspace and then tap ' Grant Access' to proceed.</li>
 <li>One by one, fill out the input fields with the required information associated with the integration.</li>
 <li>Once done, tap 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your ActiveCampaign account will be synced instantly with Airtable.</li>
</ol>

How to Sync ActiveCampaign to Airtable via Zapier

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<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Intercom' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Intercom account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'ActiveCampaign' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your ActiveCampaign account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Sync Intercom through Zapier to ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Deals'.</li>
 <li>Tap 'Add a Pipeline' afterwards to get started.</li>
 <li>Provide all the required information and then click 'Add' to proceed.</li>
 <li>After that, start adding deals to the stages. Simply click the 'Add a Deal' button below a specific stage.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Add Deal'.</li>
 <li>Click the newly created deal to access its main panel and make certain changes.</li>
 <li>From here, you can efficiently do a variety of CRM operations, such as reaching out to the deal's contact through call or email, creating tasks, adding notes, configuring certain details, and moving the deal from one stage to another.</li>
</ol>

How to Use ActiveCampaign's CRM

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<h2>Guide</h2>

<ol>
 <li>Click 'Deals' on the left menu in your ActiveCampaign Dashboard.</li>
 <li>Click on 'Add a pipeline' to create a pipeline. </li>
 <li>Type your pipeline name and click 'Add'.</li>
 <li>When you have your pipeline, click the 'Add a deal' button in the stage phase you need to add a new deal. You can start adding deals for each stage in your pipeline.</li>
 <li>Give a title to your deal.</li>
 <li>Give your deal a value in USD or whatever currency your deal applies to.</li>
 <li>Select which pipeline the deal is going to be running on. In this case is the pipeline we just created.</li>
 <li>Select in what stage of the pipeline the deal is going to be in.</li>
 <li>Choose the deal owner. This must be the person from your team who will be in charge of the deal.</li>
 <li>Choose the 'forecasted close date' in which this deal should be closed.</li>
 <li>Describe the deal you and your team will be paying attention to.</li>
 <li>Enter the contact for which this deal applies.</li>
 <li>Select an account if that contact belongs to a company.</li>
 <li>Select the 'Add' option to add an account. </li>
 <li>Click 'Add Deal'.</li>
</ol>

How to Use Deals in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Once logged in, navigate to the 'Contacts' section of your ActiveCampaign account. This is where you manage your subscriber list.</li>
 <li>Use the search bar or filters to find the subscriber whose location you want to view.</li>
 <li>Click on the subscriber's name or email address to view their details.</li>
 <li>In the subscriber's details, you should see various information about them, including their location based on the data available.</li>
</ol>

How to View Subscriber Location in ActiveCampaign

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<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for ClickFunnels and select it.</li>
 <li>Choose a trigger event.</li>
 <li>Connect your ClickFunnels account and select the funnel you want to track.</li>
 <li>Add ActiveCampaign as the Action App.</li>
 <li>Select an action event, such as "Create or Update Contact".</li>
 <li>Connect your ActiveCampaign account.</li>
 <li>Choose the ActiveCampaign list or tag where new contacts should be added.</li>
 <li>Run a test then click "Publish" to activate the Zap.</li>
</ol>

Link ClickFunnels to ActiveCampaign using Zapier

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<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger", then search for NinjaForms and select it.</li>
 <li>Choose a trigger event, such as "New Form Submission".</li>
 <li>Click "Test trigger."</li>
 <li>Add ActiveCampaign as the Action App.</li>
 <li>Select an action event, such as "Create or Update Contact".</li>
 <li>Connect your ActiveCampaign account.</li>
 <li>Choose the ActiveCampaign list or tag where new contacts should be added.</li>
 <li>Run a test then click "Publish" to integrate.</li>
</ol>

Link NinjaForms to ActiveCampaign using Zapier

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