Topics

Overview

ActiveCampaign is a most popular marketing automation platform (and to some degree used as CRM as well) for SaaS companies. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important actions for both contacts and accounts, upon getting B2B product-led growth signals.

Your marketeers and sales engagement teams will be able to start and exit campaigns on B2B SaaS conditions otherwise simply not possible in native ActiveCampaign.

How to connect ActiveCampaign

First, you'll need to find your URL and API keys in ActiveCampaign.

Therefore, go to ActiveCampaign, to Settings→Developers and you'll see both needed information.

Open

Keep that window open so you can easily copy-paste the 2 values.

Now, go to journy.io, to the Connections menu, and press the 'Connect' button on the ActiveCampaign panel.

Open

You will see the following window in which you can paste the URL and API Keys from ActiveCampaign.

Press 'Connect' and you'll see the ActiveCampaign panel (with 'Settings' button) on top of your window.

ActiveCampaign general settings

If you go to the 'Connections' menu and lick on 'Settings' on the ActiveCampaign panel, you'll see the general 'Connection' Tab

Here are the different settings:

• Source: If set, ActiveCampaign can be used as source.

• Destination: If set, ActiveCampaign can be used as destination.

• Name: Set/Edit a name for the connection.

ActiveCampaign source settings

In the source settings you can choose to:

• Capture mail events: If set, events will be created in journy.io when mails are bounced, opened, read, ... much the same as your native platform events. As such, you can create conditions on e.g. users opening emails

• Create users from contacts: if set, new contacts created in ActiveCampaign will result in journy.io creating corresponding new users.

In order to setup syncing for accounts, review the destination settings too. You'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts).

ActiveCampaign destination settings

If you go to the destination submenu, you can setup and map sync settings.

cont.

Using segments to limit which users and accounts will be created or updated in ActiveCampaign

When no segments are selected, journy.io will sync every user and account to ActiveCampaign. To sync only a subset of users or accounts to ActiveCampaign, you can select one or more segments that will act as a filter.

Creating or updating

By default journy.io will only update records in ActiveCampaign. You can allow journy.io to create contacts or companies in ActiveCampaign when they don't exist yet.

For contacts we'll use the email property to match with users in journy.io.

For companies you'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts). An account ID should be a robust, static, unique identifier that you recognize an account by in your own systems. Ideally, the account ID should be a database ID.

Mapping fields

For contacts we'll map the following fields automatically:

• journy.io email identifier => ActiveCampaign email property

• journy.io first_name property => ActiveCampaign firstname property

• journy.io last_name property => ActiveCampaign lastname property

• journy.io phone property => ActiveCampaign phone property

For companies we'll map the following fields automatically:

• journy.io domain identifier => ActiveCampaign domain property

• journy.io name property => ActiveCampaign name property

So you'll only need to map the extra properties you want to sync to ActiveCampaign in the settings. You can map any journy.io property to any supported property in ActiveCampaign. We'll do our best to match the types of the properties. All of the scores you created in journy.io, computed properties, stage, health, ... are mappable to ActiveCampaign.

ActiveCampaign logs

At any time, you can check the bi-directional sync logs of your ActiveCampaign↔journy.io connection by selecting the 'log' submenu.

ActiveCampaign actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user/account meeting signal conditions, following ActiveCampaign actions can be triggered:

• Add tag to a contact: Adds a tag to a contact, typically to initiate a campaign to send emails, send SMS, add tasks, add deals, etc...

• Remove tag from contact: Removes a tag from a user, typically to eject from a campaign (to e.g. stop sending emails) or starting a new one to e.g. delete tasks, delete deals, etc...