ActiveCampaign

ActiveCampaign is a popular marketing automation platform utilized by various individuals and organizations. It is primarily used by marketers, sales teams, and small to medium-sized businesses to effectively manage and enhance their customer engagement and communication efforts.

What you can do with the ActiveCampaign connector:

  • Ingest Contacts Data: Use contact data from ActiveCampaign to send promotional offers and other updates to your customers on popular channels such as Email, SMS, and WhatsApp.

  • Automation: Use flows to automate different business processes using triggers and actions, such as deal updates.

How to install ActiveCampaign

Step-by-step instructions

  1. Go to Connectors > Marketplace and select ActiveCampaign.

  2. Click the Install ActiveCampaign button.

  3. Give your ActiveCampaign connector a recognizable name, and enter your Account ID and Token.

  4. Click the Install button.

That's it! You've installed ActiveCampaign!

ActiveCampaign triggers and actions in Flows

Once installed, you can use more than 30+ triggers and actions in Flows like deal task added, create list and more.

For a complete list of available triggers and actions, go to Automate Work > Connectors > Marketplace and find ActiveCampaign.

ActiveCampaign data synchronization

Once installed, the ActiveCampaign connector will regularly sync the following data:

  • Contacts

After installation, under the "Data Sync" tab, you can choose the contact attributes and the frequency of the data sync you want to import from ActiveCampaign into MessageBird.

Next steps

Visit the “Health” tab to assess the connector’s health.

  • Data Fetching: Responsible for gathering data from third-party platforms. It generally requires valid credentials or API keys. If its health is compromised, there could be problems with credentials or permissions.

  • Data Capture: Manages incoming data and events, mainly through webhooks. A non-healthy status typically indicates difficulties with the connector's webhook setup.

  • Engagements: Handles the processing and ingestion of data into our platform. An unhealthy state might mean the data isn't in the anticipated format.

Use ActiveCampaign

Once you've successfully installed the ActiveCampaign connector, you can incorporate its functionalities in various areas of the platform:

Audiences

  • Purpose: Build dynamic audiences using contact data imported from ActiveCampaign. These audiences can be harnessed for broadcast marketing campaigns or omnichannel marketing journeys.

  • How to access:

    1. Go to Grow customers > All contacts.

    2. Click Create Audience. Here, you'll notice ActiveCampaign variables listed under attributes. The same variables are also accessible under the attributes tab.

    3. Use these attributes to segment your contacts and create an audience or list. These audiences and lists can be used to send marketing campaigns.

Flows:

  • Purpose: Incorporate ActiveCampaign triggers and actions in Flows to automate business processes, such as contact and task updates

  • How to access:

    1. Proceed to Flows located under Automate Work.

    2. Initiate a new flow or modify an existing one.

    3. For invoking a flow using ActiveCampaign triggers, set the Trigger to "Connector" and the Connector to "ActiveCampaign", and then pick the relevant ActiveCampaign instance (if you have multiple installations).

    4. Here, you can opt for any triggers the ActiveCampaign connector supports.

    5. Select ActiveCampaign from the "Connector actions" dropdown to integrate ActiveCampaign actions into your flows.

FAQs

I don’t see the Connectors/Automate Work option. What am I missing?

Please verify your Access role under 'Organization Settings'. If it's not present there, contact your admin for assistance.

As an ActiveCampaign admin with multiple ActiveCampaign instances, can I connect each one to MessageBird?

Absolutely! Install the MessageBird app for each instance as required. After installation, view all the instances under 'Your Connectors'. Remember, each installation is unique to one store, so you must install it for each instance individually.

What should I do if my Data sync displays a "Failed" status?

Please contact our support team for assistance.

Is it possible to restore a deleted connector?

No, once you delete a connector, it's irreversible. However, you can always create a new connector to replace the one you deleted.

What should I do if I notice errors in the Health status of my connector?

It's crucial to address any errors promptly. If you're unable to resolve the connector errors yourself, our dedicated support team is here to help.

What happens with my audiences if my connector becomes defunct or is deleted?

Your audience will still function but won't receive new updates.

What will happen to my flows if my connector is removed or becomes defunct?

While the flows will remain intact, they will no longer be influenced by the connector or be able to execute actions via the connector. You would need to manually adjust the flows to use new connector instances.

How can I delete the connector?

  1. Go to Automate Work > Connectors > Your Connectors.

  2. Search for ActiveCampaign.

  3. From the results, select the connector you want to delete and click Delete connector in the top right corner.

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