Full ActiveCampaign Walkthrough

1. Go to the Account Dashboard and select Integrations from the left-hand menu. Scroll down until you see the ActiveCampaign option and then click on it.

2. This will open and you’ll see two boxes you need to fill out. To find the information for these, log into your ActiveCampaign account in a different web browser tab.

3. Then click on the ActiveCampaign Account Settings link in the blue box in Convertri.

4. This will take you to your account settings in ActiveCampaign and if you scroll to the bottom you will see the API Token and API Secret which you can copy and paste back into Convertri. Once you have entered these three fields, click Save.

5. Once you’ve done this, there will be a green tick next to the ActiveCampaign integration option, showing the integration was successful.

6. Go back to your tab where you logged into ActiveCampaign and go back to the Main Account Dashboard. To edit the different lists which you will be able to select as targets within Convertri, click on Lists from the left-hand toolbar. You’ll get a page which looks like the one below:  

7. Here you will able to see the Lists in your account, these are different places where you can categorise your subscribers based on what they signed up for. You could have one list for those interested in dog products, and one list for those interested in cat products, for example. Here you can manage your lists and create new ones using the icon labelled ‘Add a list’.

8. Once you have made the lists you need, go back to Convertri and open the Funnel and then Page where you wish to add the form to.

9. The minimum two elements you will need to create a form is an Email Input Box and a Submit Button. You can add these to the page by going to the Elements tray and clicking on Form Elements. In here is an Email element and Submit element you can add to the page.

10. Once you have these, select Forms from the top menu bar. Next, select Autoresponders and then ActiveCampaign. You will see the box below:  

11. You can see the Fields which you added in on your page, such as Email and First Name. At the top you have the option to select one of the Lists which you set up earlier, to decide where these email addresses will be stored in ActiveCampaign.

12. Here you need to map the Form Fields which you added on the page. This ensures that your autoresponder service understands the information which the user is giving it. This means using the dropdown next to the Form Fields to select the kind of information they are, such as the respondent's First Name. For more information on this, go here. When you are happy with this, click  Next.

13. You will be taken to this box where you can decide if you want the user to be sent to a Thank You page when they have filled in your form. If you don’t want this, toggle on the ‘Stay On Page’ option. If you do want this, enter the URL of a Thank You page you have made so they can be taken there.

14. Click Done and a red tick will appear near to the Forms icon, showing you that y our form with ActiveCampaign is set up and ready to be published.