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ActiveCampaign Mobile app overview
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== Step-by-Step Instructions == The ActiveCampaign mobile app contains several sections, each serving unique functions that enhance your mobile CRM experience: === View and Manage Tasks === 1. Tap on '''Tasks''' at the bottom of the screen to access task management features. 2. You can: - View overdue and upcoming tasks assigned to you. - Edit tasks by tapping the task, then selecting the '''pencil icon'''. - Mark tasks as complete by tapping the '''checkbox''' next to the task. - Create new tasks by tapping the '''plus symbol''' and filling out the required fields. - Contact the associated contact by tapping the task and selecting either the '''email''' or '''phone icon'''. - (iOS Only) Filter the view by task type or sort tasks by time due or highest deal value by using the '''Refine''' option. === View and Manage Deals === 1. Tap on '''Deals''' at the bottom of the screen to manage your deals. 2. From here, you can: - View deals assigned to you and those assigned to other deal owners. - Search for specific deals using the '''search field'''. - Create new deals by tapping the '''plus symbol''' and completing the details. - Filter your view by deal status ('''All, Open, Won, or Lost''') or sort deals by most recently created or by highest deal value. === View and Manage Contacts === 1. Access contacts by tapping on the '''Contacts''' section. 2. You can: - Create a new contact by scanning a business card. - View and edit contact profiles by searching for a contact and selecting the suggested result. - Manage tasks and deals associated with the contact from their profile page. === View Campaign Reporting Details === 1. To view campaign metrics, tap on the '''Campaigns''' icon in the app. 2. Check performance metrics such as: - Campaign open rates, click rates, unsubscribe counts, and more. - Campaign reports that include detailed insights on how each campaign is performing. === Resend Campaigns from Your Mobile Device === 1. Tap the '''Campaigns''' icon to access the campaigns. 2. Select the campaign you want to resend. 3. Use the '''vertical ellipsis''' to find the '''Resend Campaign''' option. 4. Follow the prompts to resend to new contacts or those who did not open the previous campaign.
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