Mastering Print Options in ActiveCampaign: A Step-By-Step Guide

Share This Post

So, you’re navigating the world of ActiveCampaign and you’ve hit a roadblock – how do you print with it? Don’t worry, we’ve got your back. This guide will walk you through the process, step by step.

ActiveCampaign isn’t just about automating your marketing efforts, it’s also a powerful tool for producing print-ready materials. Whether you’re looking to print a report or a flyer, ActiveCampaign makes it a breeze.

How to Print with ActiveCampaign

Delving into how you can print with ActiveCampaign is quite straightforward. It’s a process that requires a few clicks and a bit of time, and you’re all set.

To kickstart the process, log into your ActiveCampaign account. It’s crucial that you are already familiar with its workspace and navigation features. If this isn’t the case, it’s always a good time to tour the environment.

Once logged in, head to the Reports section. Here, you’ll find a comprehensive breakdown of your campaigns. From emails, deals, contacts, to automation, all the critical components you might need for your printed report are readily available.

Now that you’re in the reports section, it’s time to choose which report you’d like to print. Perhaps it’s the ‘Automation Overview’ or the ‘Contact Growth’ report? After deciding, hover on the selected report, and click the printer icon to print it.

But what if you want to print a contacts list instead? You can do that too! Head to Contacts, then Manage Contacts, and choose a list. From the options given, select Print List.

Remember, the quality of your printout heavily relies on your computer’s print settings and the quality of your printer. Hence, before pressing that final Print command, it’s recommended to preview the document and ensure that the layout, color, and paper size meet your expectations.

Take your time with this step. Ensuring that everything is just right is paramount to a successful printout.

On the whole, printing with ActiveCampaign is as easy as 1-2-3. Those reports no longer have to languish in your account, unseen by the physical world. The power is in your hands. Whether it’s for a meeting, presentation, or just for your personal records, ActiveCampaign caters to your needs. Using ActiveCampaign for print-ready materials is another way this powerful marketing automation tool makes life easier for you.

Remember: It’s your tool, your rules.

Step 1: Accessing the Print Functionality

To begin your printing journey with ActiveCampaign, you’ll first need to familiarize yourself with accessing the print functionality. It’s as straightforward as clicking a button, but knowing where that button is located is key.

When you’ve logged into your account, you’ll notice several tabs on the left-hand side of your dashboard. These tabs represent all the various functionalities ActiveCampaign has to offer. You’ll see options such as ‘Contact & Leads’, ‘Campaigns’, ‘Automated Series’, and many more. But today, your focus is on accessing the printable reports and contact lists.

To do this, you must navigate to the ‘Reports’ tab. Think of the ‘Reports’ tab as your key into ActiveCampaign’s rich depository of insights. It’s where you’ll find the critical data about your campaigns and contacts. In this tab, you’ll see your overview, campaign reports, automated reports, and contact and deal reports.

You might be wondering, where is the print functionality? Well, it’s right there in front of you. Each report has an option to ‘Print this report.’ You can successfully reach this functionality by picking a specific report that you’re interested in, and there you’ll see a printer icon somewhere on the page, usually at the top right corner.

Now that you’ve covered the basics of accessing the print functionality on ActiveCampaign, it’s time to step into the next phase of the process. The following section will guide you through previewing your documents before you print them. Ensuring the previewing process is meticulously done will lead to optimal results for your printed materials.

Navigating and understanding free tools like ActiveCampaign’s print function can be an important business skill. So remember, the more familiar you are with your tools, the more productive and efficient you will be.

Stay tuned for the next step. Let’s keep things moving forward. No slowing down now.

Step 2: Selecting the Content to Print

You’ve found the ‘Reports’ tab, figured out how to access different reports, and now, let’s drill into what you really need, selecting the content to print. This step is all about breaking your report into bite-sized chunks—only choosing what’s important to you—before hitting the print button.

So how do you select content to print in ActiveCampaign? It might seem a bit tricky at first, but believe us, it’s easier than you’d think.

Filtering your content is key. There’s a dropdown arrow next to each report title from where you can choose what you’d like to print. It offers various criteria for sorting and filtering report data. Your target might be having printouts of email performance analysis, contacts deals, or customer journey funnels. Whatever the case may be, ActiveCampaign has it all sorted out for you.

The content filtering options include:

  • All
  • New
  • Active
  • Unconfirmed
  • Bounced
  • Unsubscribed

Have a quick glance over this dropdown and pick the one(s) that suits your needs.

But remember, you’re not required to print out the entirety of a specific report. ActiveCampaign also allows you to print selected sections of a report, and this brings down the granularity to even a single module.

By now, you should have a clearer idea of selecting your content. In the next section, we’ll guide you on how to set your print preferences. So let’s move forward and see what choices ActiveCampaign offers to optimize your printouts.

Step 3: Customizing the Print Settings

After selecting the content to print, the next crucial task is customizing the print settings in ActiveCampaign. Tailoring these settings can make output significantly more manageable and understandable, potentially saving you time and paper in the process.

When you access the print dialog box, it doesn’t present you with a jumbled heap of options. Instead, it’s designed with a clean, user-friendly interface. The variety of customization features available is what truly sets ActiveCampaign apart.

To filter the information being printed, you’d see an option to select ‘Data range’ on your screen. In line with your needs, you can choose whether you want to print data from today, yesterday, last week, last month, or a custom date range.

This flexibility ensures you’re not bombarded with irrelevant data. Remember, less is often more. You don’t have to print every bit of data available. By specifying the date range, you’ll prevent irrelevant data from cluttering your printout.

Another fantastic feature in ActiveCampaign’s print settings is the ability to adjust the orientation and layout. You can choose between a portrait or landscape format. Switch between them based on what your printout requires. A landscape orientation might suit data-heavy reports, whereas portrait may suit pages with more text.

The print settings in ActiveCampaign are there to give you an outstanding level of control over how your printouts turn out. Maximize these features to have your reports look exactly how you want them. Be it saving trees by reducing paper wastage or ensuring crucial data is clearly visible, the power is in your hands.

Next up is the examination of how to save your customized settings. This’ll allow you the convenience of not having to go through these tweaks each time you print. After all, why do the same work twice if you can avoid it? Seize the convenience ActiveCampaign offers to make your printing tasks easier. You’ll learn more about this in the next segment.

Step 4: Previewing and Printing

Once you’ve made all your necessary adjustments and customized your print settings, it’s now time to take a peek at what your document will look like. This vital yet often overlooked step is known as previewing. In ActiveCampaign, there’s a straightforward way to preview your report before sending it to the printer.

To start, navigate to the top-right corner of your screen and there you’ll find the ‘Preview’ button. Clicking this brings up a window that depicts exactly how your desired report will translate onto paper. Remember, visually inspecting your report at this stage can help you catch any errors or inconsistencies. Everyone makes mistakes and it’s better to nab them now than after you’ve printed a stack of reports riddled with them.

Once you’re satisfied with your report’s overall appearance, the next step is to send it off to the printer. To do this, you’ll need to click the ‘Print’ button – easily located next to the ‘Preview’ button on the report page. After clicking, a dialog box will pop up, which guides you through the rest of the printing process.

However, the actual printing doesn’t commence just yet. You’re given one more chance to review your options before you give the green light for the printing to start. This is your final chance to alter the print settings. If everything looks good, select the ‘Print’ button in the dialog box. Your report will then queue up in the printer and be printed out according to your specifications.

There you have it — you’re getting the hang of printing through ActiveCampaign! Stick around as we explore more features and hidden gems within ActiveCampaign in the following section.

Conclusion

You’ve now learned how to print with ActiveCampaign. It’s clear that the process is straightforward, once you know where to find the print button and how to navigate to the ‘Reports’ tab. Don’t forget the option to ‘Print this report’ on each specific report page. Previewing your report before printing is key to catching any errors, ensuring you produce high-quality prints every time. Sending the report to the printer is the final step, giving you one last chance to review and adjust the print settings. With these skills, you’re well-equipped to make the most of ActiveCampaign’s printing features. Stay tuned as we continue to uncover more features and hidden gems within this powerful platform.

How to print using ActiveCampaign?

The article provides an easy-to-follow guide on printing in ActiveCampaign. It explains how to access the print function, navigate to the ‘Reports’ tab, and select ‘Print this report’ on each report page.

What should I do before printing a report in ActiveCampaign?

Before printing, it’s important to preview your report. It will help you detect any errors or inconsistencies that need to be addressed.

How do I send a report to the printer in ActiveCampaign?

You can send your report to the printer by navigating to the ‘Print this report’ option on the specific report page. Before starting the print process, make sure to review and adjust the print settings as necessary.

Are there any advanced features in ActiveCampaign?

According to the article, future sections will detail more advanced features and hidden aspects of ActiveCampaign. Stay tuned for those updates.

More To Explore

Unlocking Email Marketing: A Comprehensive Guide on Using ActiveCampaign Code

Learn to harness the power of ActiveCampaign’s code to personalize and automate your email marketing campaigns. This informative guide demystifies coding, offering ways to increase open rates, leverage workflow automation, and monitor campaign results. Perfect for both the tech-savvy and non-technical user, mastering ActiveCampaign can lead to tailored, efficient email marketing strategies.

Read More ⟶

About Me

Increase revenue by automating the customer experience!
The Best Email Marketing Tools Reviewed— Here’s a thorough and unbiased examination of the best email marketing software.

Recent Posts

Ready to
Start Your Journey?

These guides are updated weekly and monthly depending on the updates and releases of new soft wares.

Our goal is to be your one-stop-shop for your email marketing needs by proving tips and tricks as well as objective reviews for writing tools. We want to bring you the latest news and happenings in the world of automated email marketing software.

Hopefully, you find our write-ups as tools that can save you hundreds or even thousands of hours of research and trial and error.