Software Migration Guides
ActiveCampaign to Adaptive AI (Migration Guide)
This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.
Read guideAdaptive AI · By Adaptation Living LLC
Campaigns (Legacy)
Understand and maintain supported legacy campaign sequences.
49 guides in this area
Step-by-step library
Guides for Campaigns (Legacy)
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Software Migration Guides
MailChimp to Adaptive AI (Migration Guide)
This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms,…
Read guideA2P registration
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign approval depends on whether your Campaign information clearly and consistently explains who is sending messages, what is being sent, why…
Read guideA2P registration
A2P Campaign Registration: Step by Step Guide and FAQs
This article walks you through completing A2P Campaign registration in Adaptive AI.
Read guideA2P registration
A2P Campaign Rejections, Required Fixes & Vetting Errors
When an A2P 10DLC campaign is rejected, it's important to understand exactly what went wrong, and what needs to change before you resubmit.
Read guideAd Campaign Creation and Management
Ad Manager - Statistics of Ad campaigns
In this article we will be illustrating and explaining the process to effectively monitor the ad campaigns created by the users and make data driven…
Read guideAd Campaign Creation and Management
Ad Manager: Clone a campaign
Cloning creates a copy of an ad campaign's structure, settings, and creative so a new variant can be prepared without rebuilding the original.
Read guideGetting Started w/ Affiliate Manager
Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions
Welcome! This guide shows how to migrate your FirstPromoter programs into Adaptive AI Affiliate Manager using the new guided import.
Read guideGeneral
Domain Removal Blocked Due to Active Campaign Assignment
If you’re trying to delete a domain from your system but get an error saying it’s still linked to an active campaign, don’t worry.
Read guideAd Campaign Creation and Management
Editing a Published or In-Review Meta Ad Campaigns
In this article, we will understand the importance of editing a live campaign and how it can be done in Ad Manager.
Read guideGeneral
Enhanced Email Verification for Campaigns!
Previously, From email addresses on campaigns were not verified. That oversight made identity spoofing possible and could damage sender reputation.
Read guideA2P registration
Error 30034: How to Link a Phone Number to an Approved A2P Campaign
After your A2P brand and campaign are approved, each applicable phone number must be associated with the approved campaign before it can use the registered…
Read guideFoundational Setup
Getting Started - Launch an Email Campaign
Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results.
Read guideMarketing & Lead Generation
Getting Started - Launch an SMS Campaign
A bulk SMS campaign should reach a permissioned, deliberately selected audience at a controlled rate.
Read guideWorkflow Triggers
How to Create A Task Event and Task Reminder in Campaigns
This article will show you how to add task events and reminders to your Adaptive AI campaigns.
Read guideAffiliate Campaigns
How to create an Affiliate Campaign
Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…
Read guideManaging Affiliates
Manage Affiliates with Quick Campaign Actions
Easily manage affiliate assignments, add, remove, suspend, or move affiliates between campaigns without opening their profiles using the Quick Campaign…
Read guideA2P registration
Pre-Built A2P Campaign Registration with Chat Widget
Adaptive AI's Pre-Built A2P Campaign (Widget-First) flow eliminates manual compliance writing and reduces carrier rejections by bundling an auto-generated…
Read guideAffiliate Campaigns
Referral Link Click Tracking for Affiliate Campaigns
Affiliate click tracking reports unique referral-link clicks so account owners and affiliates can compare traffic with leads, sales, and commission results.
Read guideTroubleshooting Email
Send Test Email Error in Campaign's Email step: An error occurred, please try again
A generic test-email error is commonly caused by invalid merge syntax or address formatting.
Read guideStatistics
Tag Contacts from Campaign Statistics
Campaign statistics can turn engagement data into usable contact segments by adding tags to people who opened, clicked, or otherwise matched a displayed…
Read guideMessaging
Using media in SMS campaign - how will it look on receiver's device?
This article explains how media (images or videos) behaves when used in SMS campaigns on the platform.
Read guideA2P registration
A2P 10DLC Brand Approval Best Practices
When you register your A2P Brand with your Business Profile, Phone System will submit your business information to The Campaign Registry for review,…
Read guideAd Campaign Creation and Management
Ad Manager - Audience Controls
Practical Adaptive AI instructions for “Ad Manager - Audience Controls,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideAd Campaign Creation and Management
Ad Manager - Custom Values in Ad Copy
Custom Values in ad copy let you insert reusable, account-level placeholders like business name, city, phone number, and offer name, directly into supported…
Read guideAffiliate Campaigns
Affiliate Manager External Website Support
Big News! You can now run affiliate campaigns on any external website—not just Adaptive AI websites and funnels.
Read guideAnalytics (Funnels, Websites, & QR Codes)
Analytics for Top Countries, States and Cities in Funnel Analytics
Quickly uncover exactly where your visitors come from, right down to the country, state and city, so you can focus campaigns where they’ll have the greatest…
Read guideAuthentication & Security
Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery
Your emails are being blocked because one or more components in your email campaign have been flagged by public blacklists (RBLs/DBLs) — this could be your…
Read guideSmart Lists
Contacts - Date Of Birth (Birthday)
The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…
Read guideCountdown Timer
Countdown Timer Labels Update
display “Days,” “Hours,” “Minutes,” and “Seconds” or any wording you’d like, in the exact language or wording that matches your campaign.
Read guideAd Campaign Creation and Management
Create custom audiences in Ad Manager
In this article we will be elaborating on the steps one needs to take to create Custom Audiences and how to use it during the campaign creation process in…
Read guideGeneral
Email AI - Smart Countdown Timer Creation
Email AI recognizes when your email campaigns would benefit from a live countdown timer and guides you through adding one during template creation or layout…
Read guideStatistics
Email Statistics
This article explains how to access and understand email statistics across Adaptive AI, helping you monitor campaign performance and improve engagement.
Read guideStatistics
Email Statistics – Summary Page
This article explains how to access the Summary page, what each metric means, and how to interpret your campaign’s performance data.
Read guidePhone numbers
Enhanced Number Pool Management for Visitor Activity Tracking
Take control of your visitor tracking campaigns with Adaptive AI’s enhanced Number Pool Management features.
Read guideMarketing & Lead Generation
Getting Started - Setup Facebook and Instagram Lead Ads
directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in…
Read guideCountdown Timer
How to Add a Countdown Timer in WhatsApp Templates
Add real urgency to WhatsApp campaigns by attaching live countdown timers to your message templates.
Read guideManaging Affiliates
How to Automatically Level Up Affiliates Based on Performance
This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in Adaptive AI.
Read guideAd Campaign Creation and Management
How to create a conversation form in Ad Manager
A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging.
Read guideAd Campaign Creation and Management
How to create a Facebook form in Ad Manager
In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads.
Read guideAd Campaign Creation and Management
How to create Customer List Custom Audience
This article explains the steps to create a Customer List Custom Audience in Ad Manager and how to use it during campaign creation, including the option to…
Read guideAffiliate Campaigns
How to Use Commission Length & Variable Commissions in Affiliate Manager
Commission Length limits how many recurring transactions earn commission, while Variable Commissions can change the rate over time.
Read guideAd Manager
How to Use Opportunity Score in Ad Manager
Opportunity Score helps you review your Meta campaign setup in Adaptive AI Ad Manager before publishing.
Read guideCountdown Timer
How to Use the "Copy Code" Feature in Countdown Timers
Countdown timers are a powerful tool for adding urgency to your website or email campaigns.
Read guideAd Campaign Creation and Management
Instagram Ads: Overview
In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional…
Read guideBlog
RSS Feed for Blogs
This article shows how to generate an RSS feed from your Adaptive AI blog, enabling you to automatically distribute your latest posts via email campaigns or…
Read guideMessaging
Shortened URLs and SMS Deliverability
Shortened URLs are often used in SMS campaigns for link tracking (which helps measure the success of text message campaigns) and to save character space.
Read guideA2P registration
What is Message Throughput (MPS)?
A2P 10DLC message throughput is the speed at which SMS message segments can be sent through an approved Campaign using registered 10-digit numbers in the…
Read guideCalling
Why doesn’t my Business Name display after CNAM registration?
CNAM (Caller ID Name), short for Caller Name Presentation, is a legacy technology from the 1990s that allows the display of a caller’s name, whether…
Read guide