Getting Started
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Getting Started with Accounts[edit | edit source]
Last updated: March 17, 2025 at 6:03 PM
The Accounts feature in ActiveCampaign allows you to capture details about the businesses you work with at an account level, keeping all information in one place. With Accounts, you can store and track details in account fields, see all contacts associated with a business, create segments, and personalize emails with account fields.
Pipelines & Sales Engagement Add-ons[edit | edit source]
These features are included with the Enterprise plan. To purchase either add-on, you must have a Plus or Professional plan.
What is the difference between the Organization field and Accounts?[edit | edit source]
The Organization field was a standard field offered by ActiveCampaign that allowed you to add a workplace name to a contact’s profile record. This field could be used in the segment builder, on forms, deals, automations, campaigns, and API calls. The Organization field is being replaced by the Accounts feature.
The Accounts feature has a dedicated section in your ActiveCampaign account and can contain a record for each business you work with. Each of these records can house information such as:
- Company name
- Physical mailing address
- Description
- Number of employees
- Annual revenue
- Industry/vertical
- Deals (Available on Sales plans)
- Information collected in custom fields
- Contacts associated with the business
- Notes
- Business website
With Accounts, you'll also be able to use information collected in fields to segment contacts and personalize communications.
What will happen to my Organization field?[edit | edit source]
If you’re currently using the Organization field in any deals, forms, campaigns, segments, automations, or API calls, it will still continue to be supported. Additionally, it will remain available to you in the segment builder.
However, any organization you created will no longer be listed on the Manage Accounts page. Instead, each organization you created in the past is now an account and will be listed on the Accounts Overview page. This allows you to collect more information about each organization, create notes, and view/add contacts.
If you’ve never used the standard Organization field, it will no longer be available in your ActiveCampaign account. Instead, you will be able to use the Accounts feature.
Accounts Resources[edit | edit source]
Below are additional articles for you to learn more about the ActiveCampaign Accounts feature:
- How to use Accounts in ActiveCampaign
- How to import Accounts from a CSV file
- Custom account field overview
- How to assign ownership of accounts
- Attach files to an Account record
- How to bulk edit Accounts
- Export accounts from ActiveCampaign
- How to filter and search the Accounts Overview page
- How to find the Account Owner User ID
- Transitioning from the Organization field to Accounts
See Also[edit | edit source]
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