How to Connect Convertful with ActiveCampaign
With Convertful you can easily integrate your account with ActiveCampaign and use widgets to grow and segment your mailing list. Just follow the guide below to set up ActiveCampaign integration and set up relevant actions.
Connecting Integration #
In your site’s Integrations tab, add new integration by choosing ActiveCampaign from the list. It will request your API URL and API key, which you can find in your ActiveCampaign account settings. Go to your account Settings section and choose the Developer page. Here you can see the cells where you can copy your API URL and Key from:
Fill in the credentials and press the Connect button.
Default Settings #
Once ActiveCampaign is connected, by default, each widget will automatically add subscribers with the default settings that you specify in the integrations’ settings.
Note, that default settings are not mandatory and you can always specify custom lists and tags manually for each specific widget while editing its button's actions.
Mapping Custom Fields #
We try to find the most relevant ActiveCampaign custom field for every Convertful field automatically. But if you need to fine-tune which fields we should use, you can do this in the integration settings, by editing Custom Fields list:
You can find these custom fields in your ActiveCampaign account. Press the Lists tab -> Manage Fields:
When editing your widget's button, inside its settings you can see “On Submit Actions” / “On Click Actions” which you can use to perform actions provided by ActiveCampaign integration:
- Add contact with default settings
- Add new tag to a contact
- Remove tag from a contact
- Add contact to list
- Remove contact from list
- Add contact via form
- Make a deal with contact
- Set current deal stage
- Add contact to automation
- Remove contact from automation
- Update custom field
- Add note to a contact
When updating custom fields you can send the dynamic data to the integration:
Widgets Display Rules #
Once the integration is connected you’ll be able to use the new Show If targeting options in the widgets’ Display Rules:
When specifying custom fields, be sure to use the exact ActiveCampaign’s fields format (as described above).
Identifying Visitors #
To target widgets by the integration’s data, Convertful needs to identify a visitor. This happens when either:
- The visitor submits his/her email address via one of your widgets.
- The visitor opens your site with the special conv_email tracking parameter that contains his/her email address.
So you can add the:
to your ActiveCampaign emails’ links, and when your subscribers open these links, they will be properly identified for targeting rules:
In Convertful, Site > Subscribers section, you can view the synchronized custom fields for each of the identified subscribers.
This may be useful for the in-depth understanding of how your widget campaigns work.