Send a Campaign

```mediawiki Navigation: Main_Page > Contacts > Send a Campaign

A user cannot see the 'Send a Campaign' button in a contact record

Introduction

In ActiveCampaign, the ability to send campaigns directly from a contact record is a powerful feature that enhances communication and marketing efforts. However, some users may encounter an issue where the Send a Campaign button does not appear on a contact record. Understanding why this occurs and how to troubleshoot it is essential to ensure seamless operations within your ActiveCampaign account.

How to Access This Feature

To access the ability to send campaigns from a contact record, users must navigate to the respective contact by going to the Contacts section from the main dashboard. Once a contact's profile is loaded, users should look for the Send a Campaign button at the top of the contact details.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Go to the Contacts section from the main navigation menu. 3. Search for and select a contact whose record you wish to view. 4. Once the contact record is open, look for the Send a Campaign button near the top of the page.

If the button is not visible, it indicates that there might be permissions settings that need to be adjusted.

Configuration Options and Settings

The visibility of the Send a Campaign button is determined by user permissions related to the contact list from which campaigns are sent. The crucial consideration is that: - The account user must have permission to access the list that the campaign was sent to in order for the Send a Campaign button to appear on the contact record.

If a contact has only been sent campaigns from lists that the user is restricted from viewing, the button will not be displayed.

Best Practices and Tips

To avoid issues with the visibility of the Send a Campaign button: - Ensure that users are granted appropriate permissions for the relevant contact lists. - Regularly review and manage user permissions to minimize access issues. - Educate users about navigation within the ActiveCampaign platform, including where to find the Send a Campaign button.

Common Use Cases

1. **Re-engaging Contacts**: When a marketing team needs to send out a re-engagement campaign to contacts who have not interacted in a while, the Send a Campaign button is vital for quickly targeting specific individuals. 2. **Personalized follow-up**: Sales representatives can send personalized follow-up campaigns based on the contact's previous interactions, utilizing the capabilities of this feature to improve engagement.

Troubleshooting Section

If a user is unable to see the Send a Campaign button, follow these troubleshooting steps: - **Check User Permissions**: Confirm that the user has access to the appropriate contact lists. - **Verify Campaign History**: Ensure that the contact has previously received campaigns from the lists that the user can access. - **Contact Support**: If the problem persists, reach out to ActiveCampaign support for further assistance.

Related Features

- Learn more about effective campaign management in Contacts. - For additional details about managing user permissions, refer to the documentation on User Permissions.

FAQ

Q1: Why can't I see the Send a Campaign button for some contacts? A1: The button will not appear if you do not have permission to view the list from which the contact has received previous campaigns.

Q2: How can I ensure users have the correct permissions? A2: Permissions can be managed in the user settings within your ActiveCampaign account.

Q3: Does the absence of the Send a Campaign button affect all users? A3: No, it only affects users who lack the appropriate permissions to access the relevant lists.

Q4: What should I do if the button is still missing after checking permissions? A4: Ensure that the contact has indeed received a campaign from the lists you have access to and consider contacting ActiveCampaign support for help.

Q5: Are there any specific plan requirements to access this feature? A5: Yes, the feature is available for Plus, Pro, and Enterprise plans.

Q6: Can I send multiple campaigns at once from a contact's record? A6: No, the Send a Campaign button will initiate only one campaign at a time for the selected contact.

Q7: What types of campaigns can I send through this feature? A7: You can send any campaign type that is available in your account and associated with the contact.

This guide aims to clarify the visibility issue regarding the Send a Campaign button and assist users in effectively managing their contact records within ActiveCampaign. ```