Active Campaign

All things regarding Active Campaign and its use with AEvent

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Written by AEvent
Updated yesterday

New leads generated for your AEvent timelines can be sent via API to your Active Campaign account at the time of registration.

Then, through AEvent, you can initiate timeline actions, triggering the right message for the right audience at the right time, with your email sequences fully customized and dynamic, unlocking full evergreen automation potential.


Timeline Actions:

Adding your Active Campaign Account to AEvent

In order to add your Active Campaign Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select Active Campaign.

Then, name your integration as you see fit, and click 'Add.'


Once here, open a secondary tab and navigate to your Active Campaign Account.

Select Settings, then Developer. Here, you will find both your API URL and your API Key. Copy and paste these into the AEvent Pop-up, then select Continue.

Once your Active Campaign account has been successfully added, you will see its Connected state, and you will be able to click on 'Test.'

A successful connection will yield a positive test result. Congratulations, your Active Campaign account is now successfully connected to AEvent!

Configuring your Active Campaign Integration within a Timeline

In order to utilize your Active Campaign Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your Active Campaign Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we need to select the list we want to add the registrants to (when they register). We can also select either a Tag to be added on registration or automatically add the registrant to an automation.

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.) and are sent along with the new subscriber information to Active Campaign.

We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within Active Campaign the needed Custom Fields, while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within Active Campaign. OR you can manually create fields / use pre-created fields. If you manually create a new field within your Active Campaign integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your Active Campaign integration within THIS AEvent timeline is now complete!


Creating a Timeline Action to Add (or Remove) an Active Campaign Tag

Setting up a timeline action to Add or Remove a tag from a contact within Active Campaign is Easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Active Campaign Integration, and Add (or remove) Tag.

If you have already created the tag within your Active Campaign account, you can select it here. Otherwise, you can click on the Add Tag button to create one (This will create it within AEvent as well as Active Campaign).

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag (or Remove) Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.


Creating a Timeline Action to Add to or Remove from an Automation

Setting up a timeline action to Add to or Remove From an Automation is simple.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Active Campaign Integration, and Add to Automation (OR Remove From).


If you have created the automation since your last integration refresh, you may need to refresh your integration before finding the newly created automation. (you can do this within Integration -> Active Campaign Settings.

Once you've selected the Active Campaign Automation that you wish to Add To Or Remove From, just click on Create.


Your Automation Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected will now be added to this automation.

Creating a Timeline Action to Move a Subscriber to another list

Creating a timeline action to move a subscriber to a different list at a set time before or after your Event is easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Active Campaign Integration and Subscriber Move List.

After clicking on Create, your action will be created and viewable on your timeline

When this action occurs, it will now move all registrants that are matching the Non-Attendee Audience from the original list they were added to (at time of registration), to the new list.

Creating a Timeline Action to Delete a Subscriber

If you wish an automation action to occur that will delete a certain audience at a certain time from your Active Campaign account, these are the steps.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Active Campaign Integration and Delete Subscriber.

After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will delete all subscribers matching the audience selection from your Active Campaign Account. DO NOTE: This does not remove the registrants from your AEvent account.

Using AEvent Custom Fields as Personalization values inside your Emails

When registrant information is sent to Active Campaign on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Personalization Tags'. You can use these dynamic tags to not only populate the normal fields like First Name but also Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

You can also use these values within your email editor as hyper-links (Join US button)

When you highlight a word, such as "example" in the image above, and then click the hyperlink button, you'll see the window on the right appear.

There, you can choose the 'Other - Personalization Links' in the 'Link' field.

Then simply enter the Personalization Tag you wish to use.

How to reconnect your Active Campaign Integration

If you are encountering issues with your Active Campaign integration, it is possible that the API key issued from Active Campaign has been reset or changed. If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.

By clicking Re-Connect, you will be prompted to re-enter your API URL and API Key.

(You can obtain these values by logging into your Active Campaign account and then navigating to your Settings -> Developer).

Once you re-enter and save your new credentials, your integration will show as Connected, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Active Campaign account is now successfully Re-connected to AEvent!


How to remove your Active Campaign Integration from AEvent

If you want to remove your Active Campaign integration from AEvent, you need to navigate to Integrations, locate your Active Campaign integration, and click on the trashcan icon.

You then will be prompted to confirm deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.

Need some help creating your Email Campaign?
Snag our entire sequence, pre-built inside Active Campaign!

Simply copy the link & follow the instructions.

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