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Active Campaign

Installation

You can install the Active campaign plugin using 2 different ways:

  1. Automatic Installation: You can install a plugin from the backend of your WordPress. Click Here to see how you can do an automatic installation.
  2. Manual Installation: You can install the plugin manually using SFTP or FTP tool as well. Click Here to see how you can do a manual installation.

Obtaining Active campaign API keys

To obtain your ActiveCampaign API URL and Key, follow these steps:

After logging in to your Active campaign account, https://www.activecampaign.com/login

    1. Click the “Settings” option located in the left-side navigation menu.
    2. The Account Settings menu will appear. Click the “Developer” option.

Obtaining Active campaign API keys

  1. The Developer Settings page will load and will display your ActiveCampaign API URL and Key.

Integrating API keys with WordPress at Admin panel

    1. Go to Admin >> Event Manager >> Active Campaign

Obtaining Active campaign API keys

    1. Copy the API key from the Active campaign account and paste it to the WordPress dashboard.
    2. Add the Client Secret key.
    3. Click on save settings.

Obtaining Active campaign API keys

Your Active campaign account is synced with the WordPress website.

Active campaign Settings at Admin Panel

After the keys are connected, certain settings need to be performed in order to enable the functioning of Active Campaign.

    1. Audience List Type selection:

Here the admin gets an opportunity to select upon the list of contacts(audience list that has already been created in your Active campaign account).

Obtaining Active campaign API keys

This type can be either on the basis of events or one list that syncs all the data and lists both.

    1. Select Active campaign sync Type:
      • Auto – When you select the Auto-sync type, the data gets synced automatically.

Obtaining Active campaign API keys

When you select auto sync type, we offer you further 2 options:

1. When New Created: As soon as a new user is registered, it is automatically synced to the Active campaign list.

2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

 

  • Manual – When you select the Manual sync type, the data gets synced only after the Admin manually syncs the data.

 

Obtaining Active campaign API keys

Note: Only after the Admin tick the checkbox to Enable registration sync with Active Campaign, then the data get synced.

  1. Field Mapping with Active Campaign
  • Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (Wp Admin >> Event Registrations >> Registration forms >> form fields).

Obtaining Active campaign API keys

The right-hand side fields are associated fields in the Active campaign form.

Please associate correct attributes that you want to sync from Registration form fields to Active campaign form fields.

How To Manually Sync the Data at Admin panel

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Active campaign plugin.

Manually Sync Registration Data

    1. Go to WP-admin >> event registrations >> All registrations
    2. Select the events/ and checkmark the audience to be synced. (the registrations received for the event)
    3. Click on Bulk Action.
    4. Click on Sync with Active campaign.

Obtaining Active campaign API keys

  1. Check Active campaign account.
  2. All the data will be synced.

Also, the status of the user synced can be seen in the Active campaign column, as subscribed, just before the user status on the same dashboard.

Integrating API keys at Frontend for Organizers

The organizers can sync their user’s data from the frontend in their Active campaign account.

    1. Go to the Event dashboard >> Active campaign >> Settings.
    2. Copy the API key from the Active campaign account and paste it into the box asked.
    3. Click on save settings.

Obtaining Active campaign API keys

Active campaign settings at Frontend

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

    1. Audience List Type selection:

Here the organizer gets an opportunity to select upon the list of contacts(audience list that has already been created in your Active campaign account) or do a syncing type based on Events.

Obtaining Active campaign API keys

This type can be either on the basis of events or one list that syncs all the data.

    1. Select Active campaign sync Type:
      • Auto- When you select the Auto-sync type, the data gets synced automatically.

Obtaining Active campaign API keys

When you select auto sync type, we offer you further 2 options:

1. When New Created: As soon as a new user is registered, it is automatically synced to the Active campaign list.

2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

      • Manual- When you select the Manual sync type, the data gets synced only after the Organizer manually syncs the data.

Obtaining Active campaign API keys

  1. Select Custom Fields to be synced
    • Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (WP Admin >> Event Registrations >> Registration forms >> form fields).

Obtaining Active campaign API keys

The right-hand side fields are associated fields in the Active campaign form.

Please associate correct attributes that you want to sync from Registration form fields to Active campaign form fields.

How To Manually Sync the Data at Frontend

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Active campaign plugin in the event dashboard.

Manually Sync Registration Data

    1. Go to Event Dashboard >> Active Campaign >> Sync Registrations
    2. Select the event, and press the filter.

Obtaining Active campaign API keys

    1. Tick mark the attendees to be synced.
    2. Click on Sync.

Obtaining Active campaign API keys

  1. Check Active campaign account.
  2. All the data will be synced.

Also, the status of the user synced can be seen in the Active campaign column, as subscribed.

How To Sync Data on the basis of Event from frontend?

In order to sync the data on the basis of the events, the author has to select Event-based selection in the Audience list type, while setting up the Active campaign on the event dashboard.

    1. Go to Event Dashboard >> Active campaign>> settings.
    2. Click on the Event-based selection in the audience list type.

Obtaining Active campaign API keys

    1. Go to the Event dashboard >> Events.
    2. Select the event and expand it by clicking on the three lines.
    3. In the Active campaign section, select the list that you want these event registrations to be synced in.

Obtaining Active campaign API keys

Note: By default, the sync for all the events will be disabled, hence the organizer needs to select the audience list for particular events from this section. 

    1. Similarly, select the list for all the events individually.
    2. Now, these lists are saved for particular events.

Now depending upon your sync type, Auto or manual, the lists will be synced. In case it’s auto, the registrations will be synced automatically either when the user is registered or on the basis of Cron job, and if the settings are manual, you need to manually sync the attendees from the Event dashboard>> Active campaign>> Sync registrations.

 

  1. Check Active campaign account.
  2. All the data will be synced.
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