ActiveCampaign

Author: Nasir Ahmed 210 views

Overview

Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the ActiveCampaign CRM. When a visitor fills a form on your website, the plugin will automatically send the data to selected ActiveCampaign account and create a contact, deal or note.

Supported Features

  • Create Contact, Deal & Note
  • Add Contact to Account, List & Automation

  • Update Contact  Pro

  • Add tags Pro

  • Custom Fields Pro

How To Setup

Authentication

At first, you are required to activate and authorize your ActiveCampaign account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark ActiveCampaign and hit the Save Changes button at the bottom.

The ActiveCampaign tab will appear at the top, select it. Here you need to save ActiveCampaign URL and API Key. Log in to your ActiveCampaign account, then go to Settings > Developer. You will find the credentials there, copy both, and then hit the Save Changes button.

Create New Integration

When the credentials are saved on the settings page, you can start creating new integration. Click on Add New under the AFI menu. The New Integration page will appear.

Title
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.
Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select ActiveCampaign in the Platform dropdown. In the Pro version of this plugin, you’ll get another option called ActiveCampaign [PRO]. The Pro one contains advanced features like sending tags and custom fields. We have kept both for some technical and compatibility reasons. Select ActiveCampaign [PRO]  if you are using the Pro plugin. Then select Add Contact/Deal/Note in the Task dropdown.

Map Fields

Now you need to select and map the necessary form fields that you want to send to ActiveCampaign.

Account, List and Automation

Available Accounts, Lists and Automations names will be auto-populated in these three drop-downs. These are optional fields, select if needed. For example, if you create a contact and select an account or a list when the form will be submitted, the contact will be automatically added to that account/list. 

Contact

You will see several input fields for Contact. Like Email, First Name, Last Name, Phone, etc. Select the same form field from the right-side drop-down. In the Pro plugin, tags and custom fields will appear below the regular fields. Fill the necessary ones and leave the other fields vacant.

Deal

You will also see the fields for deals below the contact fields. The deal title field is the required field. So if you need to create a deal along with the contact, you must fill this one. Fill the necessary fields and leave other blank.

Note

You can also add a note by filling the Note input field. 

Save Integration

Finally, click the Save Integration button and you are done. You can start testing now.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs. 

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