Sales Actions

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How to use ActiveCampaign Sales Actions in Microsoft Dynamics 365

Introduction

Sales Actions in ActiveCampaign enable users to perform specific actions directly from their Microsoft Dynamics 365 account. This integration enhances productivity by allowing users to manage their marketing efforts for leads and contacts directly from their CRM platform. By using Sales Actions, users can add synced leads or contacts to marketing automations or send them one-off email campaigns without needing to switch between platforms. This streamlines workflow and ensures that marketing activities are closely tied to sales efforts.

How to Access Sales Actions

To access the Sales Actions feature, ensure you have completed the integration between ActiveCampaign and Microsoft Dynamics 365. Once the integration is set up and permissions are properly granted, you can view Sales Actions on the profile pages of synced leads and contacts in your Microsoft Dynamics account.

Step-by-Step Instructions

1. 1. 1. How to Use the "Add to Marketing Automation" Sales Action

This action allows you to add a synced contact or lead to an ActiveCampaign automation.

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to add to an automation and open their record. 2. Click the Sales Actions option at the top of the profile page. 3. Select the Add to Marketing Automation option. 4. A modal window will appear. Click the Automation dropdown, then select the automation you wish to add the lead or contact to. 5. Click the Save & Close button at the top of the modal window.

Once these steps are completed, the contact or lead will be added to the chosen automation immediately.

1. 1. 1. How to Use the "Add to Email Campaign" Sales Action

This action allows you to send a one-off email campaign created in ActiveCampaign to a synced contact or lead.

1. From your Microsoft Dynamics account, locate the synced lead or contact you wish to send an email campaign to and open their record. 2. Click the Sales Actions option at the top of the profile page. 3. Select the Add to Email Campaign option. 4. A modal window will appear. Click the Campaign dropdown, then select the campaign you wish to send. 5. Click the Save & Close button at the top of the modal window.

After following this process, the campaign will be sent to the selected lead or contact instantly.

Configuration Options and Settings

Before utilizing the Sales Actions, ensuring the following configurations are completed is essential:

• The ActiveCampaign Microsoft Dynamics setup must be fully completed, with appropriate user permissions granted in your Microsoft Dynamics 365 account.
• Leads and contacts must be synced between ActiveCampaign and Microsoft Dynamics for the Sales Actions to be visible.
• The label D365 is automatically generated in your ActiveCampaign account. You need to apply this label to all automations and campaigns you wish to use with Sales Actions.

Learn how to add labels to campaigns [1] and to automations [2].

If the D365 label is not applied correctly to your campaigns or automations, you will not be able to use the associated Sales Actions.

Best Practices and Tips

- Always ensure that the D365 label is applied to any automation or campaign before trying to use the Sales Actions for adding contacts. - Regularly update your contact and lead records to ensure they are properly synced between ActiveCampaign and Microsoft Dynamics. - Utilize the reporting features in both ActiveCampaign and Microsoft Dynamics to track the effectiveness of the campaigns and automations used through Sales Actions. - Make sure to review user permissions regularly to prevent any issues with accessing the Sales Actions functionality.

Troubleshooting

If you encounter issues while using Sales Actions: - Verify that the integration between ActiveCampaign and Microsoft Dynamics is functioning correctly. - Check that the contacts or leads you are trying to use have been synced between both platforms. - Ensure the D365 label has been correctly applied to the respective campaigns and automations you are attempting to use. - Look into user permissions to make sure that you have the right access to execute Sales Actions.

Related Features

- Integrations - Automations - Email Campaigns

FAQ

What are Sales Actions in ActiveCampaign?

Sales Actions are page-level components that allow you to perform ActiveCampaign actions directly from your Microsoft Dynamics 365 account.

What is the required setup for using Sales Actions?

You need to complete the ActiveCampaign Microsoft Dynamics integration, ensure leads and contacts are synced, and apply the D365 label to the relevant automations and campaigns.

Can I use Sales Actions for any leads and contacts?

Sales Actions are only available for leads and contacts that have been synced through the ActiveCampaign Microsoft Dynamics integration.

How do I add a label to my campaigns?

You can learn how to add labels to campaigns by visiting the relevant ActiveCampaign documentation.

How do I troubleshoot issues with Sales Actions?

Check your integration setup, ensure contacts are synced, verify the proper label is applied, and review user permissions.

Are Sales Actions available on all ActiveCampaign plans?

Sales Actions are exclusively available for the Enterprise plan.

Can I send multiple email campaigns at once using Sales Actions?

No, the Add to Email Campaign action sends a one-off email campaign to a selected lead or contact.

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