Active Campaign
Active Campaign is a Customer Experience automation software that offers marketing automation and a CRM. Active Campaign allows businesses of any size/mission to optimize their customer (or in this case, donor) experiences.
Anedot's integration with ActiveCampaign passes along donor's contact information to the Active Campaign system.
Connect Anedot to Active Campaign
To connect Anedot to Active Campaign, follow the steps below:
-
Access the Settings > Integrations > Directory tab within your fundraising account.
-
Click the blue + New Connection button in the upper right corner of the Directory.
-
Select Active Campaign from the Directory list.
-
Select the Action Pages you would like synced with Active Campaign. The default is All Pages.
- To exclude pages, enter a comma separated list of the Action Page IDs
- Optionally, you can scope the integration to only send team-specific data to Active Campaign.
-
Enter your Active Campaign URL .
-
Enter your Active Campaign List ID .
-
Enter your Active Campaign API Key .
-
Once you Save the credentials, you are all set!
The Action Pages, Team, and credentials can be modified at any time post-setup.
Data Relays
-
Anedot sends relays for financial and non-financial pages.
- Custom field data is not relayed at this time.
-
If there are 5 failed relay attempts in a row, the integration is marked "inactive" and no longer attempts relays.
-
When a relay is passed successfully, a new contact (or updated contact) will be created in the corresponding Active Campaign list and in the Contacts tab.
Data In Active Campaign
List View in Active Campaign
Contacts View in Active Campaign
Field Mapping
List Payload
| Anedot Field | Active Campaign Field |
|---|---|
| list_id (see step 5 from setup instructions) | list |
| "1" | status |
| contact_id (from Active Campaign) | contact |
Contact Payload
| Anedot Field | Active Campaign Field |
|---|---|
| phone | phone |
| lastName | lastName |
| firstName | firstName |
Payload Data
Request Headers
`{``}`
Request Body
`{`
"list_payload": `{`
"contactList": `{`
"list": "1",
"status": 1,
"contact": "25"
`}`
`}`,
"contact_payload": `{`
"contact": `{`
"email": "[[email protected]](/cdn-cgi/l/email-protection)",
"phone": "2252501301",
"lastName": "Dot",
"firstName": "Annie"
`}`
`}`
`}`
Response Body
`{`
"contactList": `{`
"id": "25",
"form": null,
"list": "1",
"sync": "0",
"links": `{`
"form": "https://anedot.activehosted.com/api/3/contactLists/25/form",
"list": "https://anedot.activehosted.com/api/3/contactLists/25/list",
"contact": "https://anedot.activehosted.com/api/3/contactLists/25/contact",
"message": "https://anedot.activehosted.com/api/3/contactLists/25/message",
"campaign": "https://anedot.activehosted.com/api/3/contactLists/25/campaign",
"automation": "https://anedot.activehosted.com/api/3/contactLists/25/automation",
"autosyncLog": "https://anedot.activehosted.com/api/3/contactLists/25/autosyncLog",
"unsubscribeAutomation": "https://anedot.activehosted.com/api/3/contactLists/25/unsubscribeAutomation"
`}`,
"sdate": "2019-07-01T13:24:24-05:00",
"udate": null,
"ip4Sub": "0",
"status": 1,
"contact": "25",
"message": null,
"campaign": null,
"ip4Unsub": "0",
"ip4_last": "0",
"seriesid": "0",
"sourceid": "3",
"last_name": "Dot",
"responder": "1",
"automation": null,
"created_by": "0",
"first_name": "Annie",
"updated_by": "0",
"autosyncLog": null,
"unsubreason": "",
"created_timestamp": "2019-08-31 11:58:14",
"updated_timestamp": "2019-08-31 11:58:14",
"unsubscribeAutomation": null
`}`
`}`
Response Status
200
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