You can add participants automatically to your ActiveCampaign lists using the native ActiveCampaign integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on ActiveCampaign's card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your ActiveCampaign API Key and URL.
Once you have connected integration, you'll be able to see the name of your connection and the email of the ActiveCampaign account you're using.
List ID and Form ID
If you go to ActiveCampaign's integration settings, you can select the List ID to which you want to add your participants and also enter your Form ID (optional).
If no Form ID is specified, by default the new Contacts will be automatically subscribed to your list.
See how to find your Form ID below.
How to find your ActiveCampaign Form ID (optional):
Click on Forms in the Dashboard menu.
Select the Form you wan't to link.
The Form ID number is displayed inside the page URL after "/forms/"
Data mapping for the ActiveCampaign integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in ActiveCampaign accordingly.
Default custom fields that are already predefined by ActiveCampaign:
Email
First Name
Last Name
Phone
Job Title
Default custom fields that need to be created beforehand:
You need to create the fields in ActiveCampaign and they should look exactly as shown below in the column "ActiveCampaign Fields". The % signs are automatically added by ActiveCampaign, so you don't need to input them.
involve.me Fields | ActiveCampaign Fields | Type |
Outcome | %OUTCOME% | Text Input |
Project | %PROJECTNAME% | Text Input |
Title | %TITLE% | Text Input |
Gender | %GENDER% | Text Input |
Organization name | %COMPANY% | Text Input |
Full birthday with year | %BIRTHDATE% | Date |
Street | %ADDRESS% | Text Input |
Zip | %ZIP% | Text Input |
City | %CITY% | Text Input |
State | %STATE% | Text Input |
Country Code | %COUNTRY_CODE% | Text Input |
Country | %COUNTRY% | Text Input |
Mobile Phone | %MOBILE% | Text Input |
Fax | %FAX% | Text Input |
Website | %WEBSITE% | Text Input |
Correctly answered questions | %CORRECT% | Text Input |
Quiz score of values | %SCORE% | Text Input |
Total points for the determining outcome | %OUTCOMEPOINTS% | Text Input |
Calculator Result* | %CALCULATOR% | Text Input |
Calculators by ID (eg. ca_xxxxxxx)** | %CAXXXXXXX% | Text Input |
Url for the website where the project was embedded | %EMBEDURL% | Text Input |
%FACEBOOK% | Text Input | |
%TWITTER% | Text Input | |
%INSTAGRAM% | Text Input | |
%LINKEDIN% | Text Input |
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data from question elements:
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to know
Make sure you choose the right field names & types or your integration may not work!
If the subscriber is in an inactive state or has previously been unsubscribed or added to the suppression list, they will be re-added to the list. Also custom fields on existing contacts on the list will be updated.
If you have configured an ActiveCampaign integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.
ActiveCampaign Advanced - Set up list segmentation or add Tags with ActiveCampaign automation
You can automatically assign your participants to an ActiveCampaign list or add a tag, based on any information collected in your project (email, name, country or any element from the form element, or any answer, outcome, score, etc.)
In ActiveCampaign, navigate to Automation / Create an Automation.
Create a new Automation from the list you are using with involve.me (trigger) and based on the criteria you need. In the example below, we are creating a new list for all the participants reaching "Outcome #2, and we are also adding a Tag "Outcome #2".
