ActiveCampaign Mobile app overview

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ActiveCampaign Mobile App Overview

The ActiveCampaign mobile app is a powerful tool designed to help users manage their customer relationships directly from their mobile devices. This app is particularly essential for professionals who are often on the go, enabling them to access crucial features such as contact management, task oversight, deal tracking, and campaign reporting in real time.

This feature is designed to help you stay connected with your contacts, manage tasks efficiently, and keep track of your deals without being tied to a desktop. Accessibility through mobile devices enhances user productivity and ensures timely responses and updates in your customer management processes.

How to Access the ActiveCampaign Mobile App

To access the ActiveCampaign mobile app, follow these steps:

1. Download the ActiveCampaign mobile app on your device. The app is available for both iOS and Android platforms:

  - [Apple Store](https://itunes.apple.com/us/app/activecampaign-deals-crm/id1239908329?ls=1&mt=8)
  - [Google Play Store](https://play.google.com/store/apps/details?id=com.activecampaign.androidcrm)
  

2. Once downloaded, open the app and log in using your ActiveCampaign account credentials.

Please note that an internet connection is required to use the mobile app, as it pulls live data from your ActiveCampaign account.

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.

Configuration Options and Settings

The mobile app settings allow you to review and update personal account details:

- Tap on Settings to view or edit your name, email address, phone number, and account URL. - Utilize the Edit option to make changes to your personal information as needed.

Best Practices and Tips

- Ensure that you regularly check the mobile app notifications to stay updated on new tasks and deal updates. - Use the filtering options effectively to manage tasks by urgency or deal worth; this helps in prioritizing your work. - Familiarize yourself with the app interface, especially the Refine feature, to enhance your efficiency while using the app.

Troubleshooting

If you encounter issues while using the ActiveCampaign mobile app, consider the following:

- Verify your internet connection; the app requires a stable connection to function correctly. - Ensure that you have the latest version of the app installed from the respective app store. - If push notifications are not working, check your device's notification settings. - For any login problems, confirm that your email and password are correctly entered.

Related Features

See more about other relevant features and functionalities in ActiveCampaign including: - Automations - CRM - Email Marketing

FAQ

1. What mobile devices is the ActiveCampaign app compatible with?

The app supports iOS 14.0 and higher and is also compatible with recent Android versions.

2. Can I access my contacts while offline?

No, the app requires an internet connection to pull live data from your ActiveCampaign account.

3. How can I create a new contact in the app?

You can create a new contact by scanning a business card or inputting contact details directly.

4. How do I view task outcomes?

To view Task Outcomes for Deal tasks, ensure that you have enabled and configured tasks outcomes in your account settings.

5. Are there limits to the features I can access on the mobile app?

Yes, the features available to you depend on your ActiveCampaign plan type (Starter, Plus, Pro, Enterprise).

6. How can I manage my account settings in the app?

Tap on Settings at the bottom of the screen to view and edit your account settings.

7. Is it possible to resend campaigns directly from the mobile app?

Yes, you can resend campaigns by selecting the desired campaign and tapping on the Resend Campaign option.

By leveraging the features of the ActiveCampaign mobile app, you can enhance your efficiency in managing customer relationships, ensuring that you are always connected and prepared to respond while on the move.