Sandbox account

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What is a Sandbox Account?

A sandbox account in ActiveCampaign is a special type of account designed for testing and showcasing functionalities without affecting live environments. There are two distinct types of sandbox accounts: the Developer Sandbox Account and the Agency Sandbox Account. These accounts grant users the ability to experiment, demonstrate, and gather insights on ActiveCampaign's diverse features. Understanding how to use a sandbox account can significantly enhance your experience, whether you are a developer testing integrations or an agency looking to present solutions to potential clients.

How to Access This Feature

To access a sandbox account, you must first determine which type of sandwich account is suitable for your needs. The access process varies slightly based on the desired account type.

Developer Sandbox Account

A Developer Sandbox Account is primarily for developers wanting to test integrations. To request this type of account, you need to fill out a specific form.

Agency Sandbox Account

An Agency Sandbox Account is available to Agency partners who wish to showcase ActiveCampaign services to clients. This account type provides advanced features to demonstrate capabilities effectively.

Step-by-Step Instructions

Here’s how to obtain and utilize a sandbox account:

1. Determine Your Needs

Identify if you require a Developer Sandbox Account or an Agency Sandbox Account. This decision will dictate the next steps.

2. Request a Developer Sandbox Account

If you are a developer:

  - Navigate to the Developer Portal.
  - Complete the request form available [here](https://acresearch.activehosted.com/f/13).
  - Once your submission is reviewed, you will receive access to your sandbox environment for integration testing.

3. Set Up Your Agency Sandbox Account

If you are an agency partner:

  - Access your partner portal.
  - Utilize the available resources to configure your sandbox account.
  - Consider using the Account Snapshot Tool to replicate the sandbox setup for client demonstrations. More information about this feature can be found [here](https://help.activecampaign.com/hc/en-us/articles/360001450839-Agency-Account-Snapshot-Tool-Overview).

4. Start Testing and Showcasing

Once your account is set up:

  - Begin creating integrations or automations as necessary per your objectives or testing requirements.
  - Use the features without the risk of impacting live accounts.

Configuration Options and Settings

While utilizing a sandbox account, various configuration options are important to be aware of:

• **Account Snapshot Tool**: This feature enables agencies to duplicate sandbox configurations easily, allowing for streamlined client setup.
• **Integrations**: If using the Developer Sandbox Account, you can configure various integrations necessary for your projects and tests.

It is worth noting that these options are direct functionalities of the sandbox accounts and help in setting up your environment efficiently.

Best Practices and Tips

To maximize your experience in a sandbox account, consider the following best practices:

• Use dummy data to simulate real-world scenarios during your testing.
• Regularly explore the functionalities available in the sandbox to stay updated with new features.
• Share your demonstration using the Agency Sandbox Account with clients to illustrate the platform’s capabilities.
• Keep a record of changes made within the sandbox for reference and follow-up once you transition to the live environment.

Common Use Cases with Examples

Sandbox accounts serve diverse purposes. Here are a few examples demonstrating their use:

• **Testing Integrations**: Developers can experiment with third-party tool integrations, ensuring that they work seamlessly before moving to a production environment.
• **Client Demonstrations**: Marketing agencies can create example campaigns in the Agency Sandbox Account to show potential clients the power of automation.
• **Pipeline Simulations**: Users can test sales pipelines and automations to finalize processes that best meet business needs.

Troubleshooting Section

While sandbox accounts are designed to be user-friendly, there might be instances where users encounter issues. Here are some common troubleshooting tips:

• **Access Issues**: If you are unable to access your sandbox account, verify that you followed the correct request procedure. If problems persist, contact support.
• **Integration Failures**: When testing integrations, ensure you follow the documentation accurately. Debugging any errors typically involves monitoring API calls and responses during testing.
• **Performance Delays**: If your sandbox account is running slower than expected, consider checking if it is overloaded with automation. Clean up any unused tests or integrations.

FAQ

1. What is the difference between a Developer and Agency Sandbox Account?

The main difference lies in their use cases; a Developer Sandbox Account is intended for testing integrations, while an Agency Sandbox Account is designed for agencies to showcase ActiveCampaign to clients.

2. How do I request a Developer Sandbox Account?

You can request a Developer Sandbox Account by submitting a form available [here](https://acresearch.activehosted.com/f/13).

3. Can I replicate my sandbox setup for clients?

Yes, agencies can use the Account Snapshot Tool to easily duplicate setup configurations for new client accounts.

4. Is there a cost associated with sandbox accounts?

The availability and cost of sandbox accounts may vary based on your ActiveCampaign plan. Be sure to check your plan details or contact support for specific inquiries.

5. Are my sandbox account actions reflected in my live account?

No, the actions in a sandbox account do not impact your live account, making it a safe environment for testing.

6. Can I use my sandbox account to try out all ActiveCampaign features?

Most features available in your live account should be accessible in the sandbox; however, certain limitations may apply based on your plan.

7. What should I do if I face issues in my sandbox account?

If you encounter any issues, refer to the troubleshooting section above. For persistent problems, reach out to ActiveCampaign support for further assistance.

By understanding the capabilities and benefits of a sandbox account, you can effectively leverage it for development and showcasing purposes. Ensure you are aware of its functionalities and follow the best practices outlined to maximize your testing and demonstration efforts. ```