Active Campaign
Getting setup with the ActiveCampaign integration is easy and you will be connected in less than a minute!
Firstly from within EventsFrame head to:
Settings >> Integrations >> ActiveCampaign
Clicking on ActiveCampaign to will be presented with a window similar to below:
The API URL and API Key can both be found in your ActiveCampaign account. Login to your Active Campaign account and head to:
Settings >> Developer
Copy these two fields into the EventsFrame Active Campaign window - and click Authorise.
ActiveCampaign is now connected and ready to start syncing your attendees.
We now need to setup events to sync with ActiveCampaign
Head over to any event:
<strong>Event >> Registrations >> Integrations</strong>
And select the Contacts / Lists / Automatons that you want to sync to.
ActiveCampaign Custom Fields
- to create contacts with more information than the bare minimum, we can send extra information if you have created Custom Fields matching the expected name.
Create Custom Field as follow:
<code>Lists >> Manage Fields >> Contacts >> [Add Field]
Available Field Names
attendee_id - unique Attendee ID
order_id - unique Order ID
event_id - unique Event ID
coupon_code - used discount code (if applied)
currency - order currency (if applied)
full_price - total order price (including refund protection and VAT)
price - order price
payment_method - used payment method for given Order
tickets - comma separated name of tickets for given attendee
vat_rate - order VAT rate (if applied)
vat_tax - order VAT tax (if applied)
Tags...optional but so important!
Whilst you can go ahead and add new registrations to a list specific to that event, you might want to think again.
As soon as an event is complete you can go ahead and merge lists together or merge a list with your contacts...as soon as you do this you are likely to lose the event the attendee was a part of.
Tags allow you to tag a participant with the event name, and then you can sync the event with the main contacts list. This way you keep all your contacts in one place, but the tags will differentiate where they came from.
To learn more about tags please see this excellent resource from ActiveCampaign.
Important
- Please mote that is very important to not use complex characters in your tags. It is best practice to only use alphanumeric characters and no special symbols.
- It is much more robust to create the tag in EventsFrame and have it sync to ActiveCampaign, this ensures that the tag is created correctly and the ID for the tag (not visible to the user) is synced correctly
Troubleshooting
If you are not seeing your users being synced to ActiveCampaign, go to you:
Event > Orders > Attendees
Click on any attendee and look to see if there is any error message underneath the integration header - this will help you troubleshoot with your ActiveCampaign account.