Quick View

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About Quick View

Quick View is a feature in ActiveCampaign that provides users with relevant, real-time information from third-party integrations regarding Contacts, Accounts, or Deals in their ActiveCampaign account. This feature allows for efficient management of data and prioritization of tasks by consolidating essential information into one accessible location.

Why Quick View Matters

In today’s fast-paced marketing environment, having immediate access to critical information is paramount. Quick View enables users to streamline their workflow by offering a custom summary of important data directly within their ActiveCampaign account. This ensures that decisions can be made quickly, without the need to switch between multiple platforms or tools, enhancing overall productivity.

How to Access Quick View

Quick View is automatically available in your ActiveCampaign account once you have integrated it with a third-party application that supports this feature. The availability of Quick View will depend on the specific integration you are using, as not all integrations incorporate Quick View.

Upon accessing a Contact, Deal, or Account record, users will find Quick View displayed as its own custom box on the record's page. There are no additional setup steps required to enable this functionality.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Navigate to the relevant section:

  - For Contacts, click on Contacts in the left-side menu.
  - For Deals, select Deals.
  - For Accounts, go to Accounts.

3. Select the specific record you wish to view. 4. Look for the Quick View box that will appear on the right side of the record. 5. Within the Quick View box, you can see real-time data imported from your integrated third-party application related to that specific Contact, Deal, or Account.

This seamless integration allows you to quickly assess pertinent details without navigating away from the task at hand.

Configuration Options and Settings

Quick View does not require any specific configurations to be set up. The feature is automatically linked to your existing integrations. Ensure that your third-party applications are properly integrated with your ActiveCampaign account for Quick View to function effectively.

Although there are no individual settings for the Quick View feature itself, the effectiveness of the information displayed depends on the data provided by the integrated applications.

Best Practices and Tips

- **Regularly Check Integrations**: To ensure that you are viewing the most accurate and relevant information within the Quick View box, regularly verify that your third-party integrations are active and properly linked. - **Utilize Filter Options**: If available, use any filtering options within your integrations to narrow down the data that appears in Quick View, allowing for more customized insights. - **Prioritize Information**: Use the Quick View data to prioritize your tasks daily. Focus on Contacts or Deals with the most critical updates or actions needed. - **Stay Informed**: Keep abreast of updates from your third-party integrations as changes may enhance or affect the availability of data within Quick View.

Common Use Cases with Examples

- **Sales Team Efficiency**: A sales representative can use Quick View to check the latest interactions noted from a CRM integration for a particular Account, helping them tailor their follow-up strategy effectively. - **Marketing Campaign Monitoring**: Marketing teams can quickly access insights related to campaign performance metrics or customer insights directly in Contact records to adapt strategies on the fly. - **Customer Support Monitoring**: Support staff can see recent customer support interactions or tickets linked to a Contact or Account, allowing for more personalized and informed responses to customer inquiries.

Troubleshooting Quick View Issues

If Quick View does not appear in your ActiveCampaign account or if you encounter any issues:

- **Check Integrations**: Make sure that the integration you expect Quick View to pull from is properly set up and active. - **Review Permissions**: Ensure that you have the necessary permissions to view the data that Quick View accesses from integrated applications. - **Contact Support**: If issues persist, reach out to ActiveCampaign support or consult the specific integration’s help documentation for additional troubleshooting steps.

Frequently Asked Questions (FAQ)

1. What is Quick View in ActiveCampaign?

Quick View is a feature that consolidates relevant, real-time data from third-party integrations about Contacts, Accounts, or Deals into a singular box within the ActiveCampaign user interface.

2. Does Quick View require additional setup?

No, Quick View is automatically available once integrated third-party applications are set up in your ActiveCampaign account. No extra configuration is required.

3. What types of information does Quick View display?

Quick View displays real-time information from third-party integrations, which can include updates on contacts, accounts, and deals pertinent to your workflow.

4. Can I customize what is displayed in Quick View?

The displayed information in Quick View depends on the data provided by your third-party integrations. While Quick View itself does not have customization options, filtering data within the integrations may help.

5. Why is Quick View not showing in my account?

If Quick View does not appear, check that your third-party integration is correctly connected and has the permissions needed to display relevant data.

6. Is Quick View available on all ActiveCampaign plans?

Yes, Quick View is available on all ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise.

7. What should I do if Quick View data seems outdated?

Ensure your third-party integrations are properly updated and active. If problems continue, consider reaching out to customer support for assistance.

For more information, refer to the Getting Started section on the ActiveCampaign documentation website. ```