Accounts

```mediawiki Navigation: Main_Page > Contacts > Accounts

How to use Accounts in ActiveCampaign

The Accounts feature in ActiveCampaign is designed to help users capture and manage crucial details about the businesses they work with at an account level. This feature is significant as it allows users to store and track important data in a centralized manner. Utilizing the Accounts feature not only aids in organizing contacts associated with businesses but also enhances communication efforts by enabling personalized email strategies based on account information.

How to Access This Feature

To access the Accounts feature in ActiveCampaign, follow these steps:

1. Navigate to the Contacts tab in your ActiveCampaign account. 2. Click on Accounts from the dropdown menu.

This action will take you to the Accounts Overview page, where you can view and manage your existing account records or create new ones.

Step-by-Step Instructions

Creating a New Account Record

You can create an account record for various types of businesses. The following steps outline how to create a new account:

1. Navigate to Contacts > Accounts. 2. Click the Add an Account button. 3. A modal window will appear. Complete all required fields in the modal, including:

  - Account name
  - Account owner
  - URL
  - Physical mailing address
  - Phone number
  - Annual revenue
  - Industry/vertical
  - Any custom fields you want to add.

4. Click the Add button.

Once created, the new account record will appear at the bottom of the Accounts list. You can click on the account name to open its record page and store more data.

Editing an Account Record

To edit an existing account record:

1. From the Accounts overview, click on the account name you wish to modify. 2. Hover over the field you want to update and click the pencil icon. 3. Type in the new value(s). 4. Click Save Changes.

Bulk Editing Accounts

If you need to update multiple accounts at once, use the bulk editing feature:

1. From the Accounts overview, select the accounts to update by clicking the checkbox next to each account. Alternatively, click the checkbox next to Account Name to select all accounts. 2. Click the Edit button. 3. Select or search the field you want to change. 4. Enter the new values. 5. Click the Apply button. 6. Finally, click the Apply changes button to confirm your updates.

Note: Only Admins and users with “Reassign Accounts” permissions can update the Account Owner field.

Adding Notes to an Account

To add notes to an account record:

1. Click Add a note in the Notes box. 2. Type your note into the provided field. 3. Click the Add button.

Managing Contacts on an Account

The Contacts box within an account record enables you to manage contacts associated with that business. You can either add an existing contact or create a new contact record.

1. **Add an Existing Contact**:

  - Click on the Add a Contact option.
  - A modal will appear; enter either the name, email address, or phone number of the existing contact.
  - Click the Add button.

2. **Create a New Contact**:

  - Click the Add a contact link in the Contacts box.
  - Type in the contact's name or email address.
  - Click the Create button.
  - In the expanded modal, complete all additional required fields for the contact.
  - Click the Save button.

Creating a Deal for the Account

To create a deal for an account:

1. From the account's details record, click Add Deal in the Deals widget. 2. An Add Deal modal will open. Fill in the required fields to create the deal. 3. Click the Add Deal button when done.

Using the Account Recent Activity Stream

The Recent Activity Stream allows you to track contact and deal actions related to an account. It's located at the bottom right corner of the Account Overview page and shows the three latest activities. Click on View all activities to access more detailed information.

Configuration Options and Settings

The Accounts feature includes several fields to collect and store vital information about a business:

- **Account Name**: The name of the business. - **Account Owner**: The user responsible for this account. - **Physical Mailing Address**: Location details of the business. - **Phone Number**: Contact number for the business. - **Description**: Brief about the business. - **Number of Employees**: Size of the business. - **Annual Revenue**: Financial details. - **Industry/Vertical**: Specifies the sector the business operates in. - **Custom Fields**: Useful for additional info that doesn't fit standard categories.

Administrators can manage these fields from the account settings, allowing for tailored data capture based on your business needs.

Best Practices and Tips

- **Consistent Data Entry**: Ensure all account records are consistently filled out to maintain data integrity. - **Use Custom Fields Wisely**: Custom fields can help you capture unique information pertinent to your business strategy. - **Regularly Review and Update Accounts**: Stay proactive in maintaining account information; set reminders to periodically review the data. - **Leverage Segmentation**: Utilize the data collected in account fields to create segments for targeted email marketing campaigns.

Troubleshooting

Some common issues users may encounter while using the Accounts feature include:

- **Unable to Save Changes**: Ensure all mandatory fields are filled out correctly. - **Cannot Edit Account Owner**: Only users with appropriate permissions can make changes to the Account Owner field. Check your user role under Settings > Users & Groups. - **Contacts Not Saving**: Verify that there are no duplicate contacts already associated with the account, as a contact can only be linked to one account.

FAQ

1. Can I merge two accounts into one?

No, merging accounts is not possible in ActiveCampaign.

2. What types of information can I store in account records?

You can store details such as account name, owner, contact information, industry type, revenue, and any custom fields necessary for your business.

3. How do I delete an account?

To delete an account, navigate to the Accounts overview, select the account, and click the delete button followed by confirming the action.

4. Can I assign multiple contacts to one account?

No, a single contact can only be associated with one account.

5. How do I create custom fields for accounts?

Custom fields can be created to capture additional information that standard fields do not cover. Refer to the Custom Account Fields Overview for guidance.

6. Is there a bulk edit option for accounts?

Yes, you can use the bulk edit feature to update multiple accounts simultaneously.

7. What happens to contacts if I delete an account?

Contacts associated with a deleted account will remain in your ActiveCampaign account and can be accessed from the Contacts Overview page.

For more details and specific instructions, visit the relevant sections in ActiveCampaign’s documentation. ```