Connect your email account to ActiveCampaign

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Connect your email account to ActiveCampaign

Introduction

Connecting your email account to ActiveCampaign is a valuable feature that allows you to consolidate and organize communications with your contacts directly through the Deals CRM. By integrating multiple email accounts, such as Gmail, IMAP, or Microsoft Exchange, you can automatically sync email messages, making it easier to track interactions and maintain relationships with clients. This feature is particularly important for sales professionals who want to enhance their productivity and ensure smooth communication during the sales process.

Connecting your email ensures that all correspondence with contacts is logged, allowing for better tracking, follow-ups, and an organized repository of communications. This not only keeps your workflow efficient but also enhances the customer experience by providing timely responses and accurate information.

How to Access this Feature

To connect your email account, navigate to the Deals menu on the left sidebar, and click on Connected Emails. This page will serve as your central location for managing all connected email accounts.

Step-by-Step Instructions

To successfully connect your email account to ActiveCampaign, follow these steps based on your email provider:

Connect Your Gmail Account

1. Click Deals > Connected Emails.
2. Click the Connect an email account button.
3. A modal window will appear. Enter your email address in the field provided and click the Sign In button.
4. Select the Google account you wish to connect to ActiveCampaign.
5. Enter your password and click Next.
6. Review the permissions and click Allow.

After completing these steps, the Connected Emails page will reload, and your Gmail account will be connected to your ActiveCampaign account.

Connect Your IMAP Account

1. Click Deals > Connected Emails.
2. Click the Connect an email account button.
3. A modal window will appear. Enter your email address and click the Sign In button.
4. Enter your password and click the Sign In.

The Connected Emails page will reload, and your IMAP account will now be connected.

Connect Your Microsoft Exchange Account

• Note: If you have two-factor authentication enabled, generate an app password via Microsoft's instructions.*

1. Click Deals > Connected Emails.
2. Click the Connect an email account button.
3. A modal window will appear. Enter your email address and click the Sign In button.
4. Select Exchange.
5. Enter your password and click the Sign In.

If you encounter any error messages, refer to the troubleshooting section below for resolutions.

Configuration Options and Settings

Once connected, you can configure various settings on the Connected Emails page, including:

• Account: Displays your connected email account.
• Created: The date the email account was established.
• Status: Tracks the status of the connected email account.
• Sync emails from: Choose between Only the primary contact on open deals or All contacts.
• Email visibility: Select Public or Private. Public visibility allows everyone to see emails from this account, while private restricts visibility to the user only.
• Sentiment Analysis: Enable Do not allow or Allow to capture contact sentiment based on emails received.
• Preferred Email Account: This option is available for Sales Professional and Enterprise plans. It allows you to set a default email address for automated 1:1 emails.

Best Practices and Tips

• When testing your connection, ensure that your test contact has an email address that differs from the connected email account to avoid sync issues.
• Regularly check the status of your connections and reauthorize Microsoft Exchange accounts when prompted.
• Use the Preferred Email Account setting to streamline outgoing communication and maintain professionalism in emails.
• Ensure that you understand the distinction between Public and Private email visibility settings to maintain confidentiality as needed.

Common Use Cases with Examples

• A sales representative uses a connected Gmail account to track all communication with leads, ensuring that every email exchange is documented within ActiveCampaign.
• An organization utilizing IMAP for multiple sales teams connects their accounts to the Deals CRM to maintain a unified communication log, helping all team members prepare for meetings with comprehensive histories.
• A user employing Microsoft Exchange can seamlessly log interactions while adhering to company confidentiality policies by selecting private visibility for sensitive emails.

Troubleshooting

If you encounter difficulties connecting your email account, consider the following potential fixes:

• Verify that your email address and associated password are entered correctly.
• For Microsoft Exchange accounts, try entering your Windows username if it differs from your email address.
• If connection issues persist, ensure that no VPN settings are affecting access.
• For additional support, contact the ActiveCampaign Customer Experience Team with details of the issue.

FAQ

• What types of email accounts can I connect to ActiveCampaign?

 You can connect Gmail, IMAP, or Microsoft Exchange accounts.

• How do I know my email connection is successful?

 Upon successful connection, the Connected Emails page will showcase your email account information, indicating the status as connected.

• Are emails synchronized across user accounts?

 No, connected emails and synchronized messages are user-specific; other users will not have access to them.

• Can I hide emails sent from my connected account?

 Yes, you can set the Email visibility to Private to limit access to your emails.

• What should I do if I get an error while connecting?

 Ensure your login details are correct, verify your network connection, and consider reaching out to the Customer Experience Team for assistance.

• Is it possible to change my preferred email account after connecting?

 Yes, you can change your preferred email account by accessing the Preferred Email Account dropdown in the Connected Emails settings.

• Do connected emails automatically sync old messages?

 Yes, emails from up to a year ago and all future emails will sync once connected.

By following the above steps and guidance, you'll be able to leverage the Connected Emails feature effectively within ActiveCampaign, enhancing your email communication and relationship management within the Deals CRM. ```