ActiveCampaign Overview

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ActiveCampaign Mobile App Overview[edit | edit source]

Overview[edit | edit source]

The ActiveCampaign mobile app makes it easy for you to view and manage contact information, reach out to contacts, stay on top of your tasks, and keep your deals moving while you're on the go.

Important Notes[edit | edit source]

This app pulls live data from your account. You’ll need an Internet connection to use it.
Your plan type determines which mobile app features you can access.
The ActiveCampaign app supports iOS 14.0 and higher.

Download Links[edit | edit source]

View and Manage Tasks[edit | edit source]

With the ActiveCampaign mobile app, you can view and manage tasks assigned to you. This includes Contact tasks and Deal tasks. Contact tasks will have a person icon, while Deal tasks will show a dollar sign.

To access the Tasks section, tap "Tasks" on the bottom of the screen.
From the Tasks screen, you can:

 * View overdue and upcoming tasks assigned to you.
 * Edit tasks assigned to you by tapping the task then tapping the pencil icon.
 * Mark tasks as complete by tapping the checkbox next to the task.
 * Create new contact and/or deal tasks by tapping the plus symbol then completing the fields.
 * Email or call the contact associated with the task by tapping the task then tapping either the email or phone icon.
 * (iOS only) Filter your view by task type by tapping "Refine" then tapping the task type you wish to view.
 * (iOS only) Sort tasks by time due or highest deal value by tapping "Refine" then tapping the sort by option that works best for you.

View and Manage Deals[edit | edit source]

Using the ActiveCampaign CRM app makes it easy to manage deals and reach out to your leads when you're on the go.

To access the Deals section of the mobile app, tap "Deals" at the bottom of the screen.
From the Deals screen, you can:

 * View and manage deals assigned to you.
 * View deals in different pipelines by tapping the pipeline name at the top of the Deals screen and tapping the pipeline you wish to view.
 * Search for a specific deal by tapping the search field and typing the title of the deal you wish to view.
 * Create new deals by tapping the plus symbol at the top of the screen and completing the fields on the Create Deal screen.
 * Filter your view by deal status (All, Open, Won, or Lost) by tapping "Refine" then tapping "Deal Status".
 * View deals assigned to another deal owner by tapping "Refine" then tapping "Deal Owner".
 * Sort deals by most recently created or by highest deal value by tapping "Refine" then tapping either "Most Recently Created" or "Deal Owner".
 * View deal files by tapping on the available deal file. Note that this feature is currently view only.

Push Notifications[edit | edit source]

If a deal is assigned to you, you will receive a push notification. Tapping the notification will direct you to the Deal profile where you can view its details.

iOS users: You will be prompted with an advertisement introducing push notifications. From here, you can opt-in to receive these notifications.
Android users: You will automatically receive these notifications.

View and Manage Contacts[edit | edit source]

You can view and manage all contacts in your account from the Contacts section in the mobile app.

To access the Contacts section, tap "Contacts" at the bottom of the screen.
From the Contacts screen, you can:

 * Create a new contact by scanning a business card.
 * View and edit a contact's profile record by searching for the contact by name and tapping the suggested search result.
 * View and manage tasks for the contact by tapping the checkmark icon from the contact's profile page in the app.
 * Create tasks for the contact by tapping the checkmark icon from the contact's profile page in the app then tapping the green plus sign at the bottom of the screen.
 * View and manage deals for the contact by tapping the dollar sign located on the contact's profile page in the app.
 * Create deals for the contact by tapping the dollar sign located on the contact's profile page in the app then tapping the green plus sign at the bottom of the screen.
 * View notes and 1:1 emails for the contact by tapping the note icon located on the top of the contact's profile page in the app.
 * Create notes and 1:1 emails by tapping the note icon located on the top of the contact's profile page then tapping the green plus sign.
 * (Android users) When viewing the Recent Activities tab, you can only filter 1:1 emails, notes, and tasks. You cannot filter email campaigns.

View and Manage Accounts[edit | edit source]

You can view and manage all account details from the Contacts section in the ActiveCampaign mobile app.

To access this section, tap "Contacts" at the bottom of the screen.
From the Contacts screen, you can:

 * View and edit an account record by searching for the account and tapping the suggested search result.
 * Edit account details by tapping "Edit" on the top of the account screen.
 * View a list of contacts associated with the account under Details > Contacts on the account details screen.
 * Communicate with a contact via email, SMS, or phone by tapping the respective icon next to the contact's name. You can send SMS from your own device OR using WhatsApp.
 * View a contact's profile record by tapping the right caret.
 * Create a note for an account by tapping "Add a Note".
 * View notes associated with the account by tapping "Notes".

View Campaign Reporting Details[edit | edit source]

If you have permission to access campaign reports, you can view performance metrics, campaign configurations, campaign activity stream, and email previews for all sent campaigns.

Once you tap the Campaigns icon in the app, you'll see the following overview for all sent campaigns:

 * Campaign name
 * Last send date and time
 * Number of contacts it was sent to
 * % Opens
 * % Clicks
 * % Unsubscribes
 * Campaign type (One time, Auto responder, Split test, Automated, RSS, Date based)

Tapping on any campaign will bring you to a new screen where you can view detailed metrics.

Resend Campaigns from Your Mobile Device[edit | edit source]

You can use the mobile app to resend campaigns to new contacts or contacts who did not open the previous send.

You must have permission to send campaigns in order to use this feature of the mobile app.
To resend a campaign from your mobile device:

 * Tap the "Campaigns" icon in the mobile app.
 * Tap the campaign you wish to resend.
 * Tap the vertical ellipsis on the top right of the screen.
 * Tap the "Resend Campaign" option.
 * Follow the prompts to choose recipients and update campaign details.

Settings Screen[edit | edit source]

The Settings screen in the mobile app will display your name, email address, phone number, and ActiveCampaign account URL.

You will also find links to our Feedback form, Terms of Service, and Privacy Policy, as well as an option to contact our Customer Experience Team.
You can edit the following by tapping "Edit":

 * First name
 * Last name
 * Email address
 * Phone number