How to Link Two Contacts in ActiveCampaign: A Comprehensive Guide

Managing contacts in ActiveCampaign can be a breeze, but sometimes you might find yourself needing to link two separate contacts together. Whether it’s for tracking purposes, merging duplicate records, or simply for better organization, this guide will walk you through the process step by step.

Understanding the Importance of Linking Contacts

Before diving into the specifics of linking contacts, it’s important to understand why you might want to do this. Here are a few reasons why you might consider linking two contacts in ActiveCampaign:

• Tracking interactions across multiple email addresses

• Merging duplicate contact records

• Organizing contacts with similar information

• Creating targeted campaigns based on combined data

Now that you know why you might want to link contacts, let’s move on to the steps involved in doing so.

Step 1: Accessing the Contact List

Log in to your ActiveCampaign account and navigate to the “Contacts” section. This is where you’ll find a list of all your contacts. You can search for the specific contacts you want to link by using the search bar at the top of the page.

Step 2: Selecting the Contacts to Link

Once you’ve found the contacts you want to link, click on the checkbox next to each contact’s name. If you’re linking multiple contacts, you can hold down the “Ctrl” (or “Cmd” on a Mac) key to select them individually.

Step 3: Accessing the Contact Details

After selecting the contacts, click on the “Edit” button located at the top of the page. This will open a new window with the contact details for each selected contact.

Step 4: Merging Contact Details

In the contact details window, you’ll see a section labeled “Merge Contacts.” Click on the “Merge” button to begin the process. A new window will appear, asking you to confirm the merge. Click “Yes” to proceed.

ActiveCampaign will then compare the contact details of the two contacts and merge any matching information. This may include name, email address, phone number, and other custom fields. If there are any discrepancies, you’ll be prompted to choose which information to keep.

Step 5: Reviewing the Merged Contact

After the merge is complete, you’ll be taken back to the contact details page. Here, you can review the merged contact to ensure that all the information is accurate and up-to-date. If everything looks good, you can click the “Save” button to finalize the merge.

Step 6: Verifying the Link

Once the merge is saved, you can verify that the contacts have been successfully linked by going back to the contact list. You’ll notice that the two contacts are now listed as a single entry, with the combined information displayed.

Step 7: Utilizing the Linked Contacts

Now that you’ve successfully linked the contacts, you can use them in various ways within ActiveCampaign. For example, you can:

• Segment your audience based on the combined data

• Run targeted campaigns to the linked contacts

• Track interactions across multiple email addresses

Remember to periodically review your linked contacts to ensure that the information remains accurate and up-to-date.

Conclusion

Linking contacts in ActiveCampaign is a straightforward process that can help you better manage your contact list and create more effective marketing campaigns. By following these steps, you can easily merge duplicate records, organize similar contacts, and track interactions across multiple email addresses. Happy linking!