Send campaigns to Active Campaign

Active Campaign is an automation platform for ecommerce, business-to-consumer, and business-to-business that helps you use email and SMS marketing to reach, nurture, convert, and grow your customer base.

Note

This destination uses the Active Campaign REST API .

Changes to audience lists are not immediately available in Active Campaign. Allow for up to 24 hours after the point at which Amperity has finished sending audience updates for them to be available.

This topic describes the steps that are required to send audience lists to Active Campaign.

  1. Build a segment

  2. Build campaign

Note

Ask your DataGrid Operator or your Amperity representative to configure Active Campaign as a channel to which you can send campaigns.

Build segment

Use the visual editor in the Segments tab to easily build a segment from a series of drop-downs and picklists. As you build the attribute profile refresh segment insights to see how many customers match and to see how much value they bring to your business. When the segment is ready, activate it, and then use it to initiate marketing campaigns.

To build a segment for use with campaigns

  1. From the Campaigns tab, click Create Campaign. This opens the New Campaign page.

  2. Give your segment a name.

  3. Select a table that contains the attributes you want to use, and then use the drop-downs, picklists, conditions, and values to define the attribute profile.

    Note

    The Customer_360 table is the default. For many segments it’s the only table you will need.

  4. When more than one attribute is present within an attribute group use AND or OR to filter values on more than one condition.

  5. Click Add section to add additional attribute groups.

    Each attribute group has the same requirement for using AND or OR to filter values. There is another AND versus OR choice that must be made in-between each each attribute group.

  6. For each attribute group that is added to the segment, select the database table that contains the attributes, and then select attributes.

    Tip

    Any table that is listed in the lower right may be used to build the attribute profile. Open the Data Explorer to learn more about the individual attributes within these tables.

  7. To view updated segment insights based on the currently-defined attributes, click REFRESH. This will validate the segment, after which segment insights are updated to match the condition-value pairs associated to all of the attributes in the segment.

  8. When the segment returns the parameters that meets the goals for your campaign, click ACTIVATE.

Build campaign

Use the campaign editor to build campaigns that send data to Active Campaign. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to Active Campaign.

To build a campaign

  1. From the Campaigns tab, click Create Campaign. This opens the New Campaign page.

  2. Give your campaign a name.

  3. Choose the segment that represents the audience to use for this campaign.

  4. Optional. Choose a segment that contains a list of customers to exclude from this campaign.

  5. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

    Tip

    A campaign may have many control group/recipient group sets and each set may have more than one recipient group. Click Add recipient group to add another recipient group. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

  6. For each control group/recipient group set, configure the percentages for each group, and then select a destination that is configured to send campaigns from Amperity to Active Campaign.

    Important

    Do not assign Active Campaign to the control group!

  7. Click Edit attributes to review the attributes that Amperity will send to Active Campaign.

    Active Campaign requires only email addresses. There are no optional fields.

    Amperity pre-selects the list of attributes that may be sent to Active Campaign. When you open the Edit attributes page for Active Campaign, it will be similar to:

    Campaigns that send only email addresses.

    Note

    The Merged_Customers table is the default table from which data is sent to Active Campaign, even though your segments were built against the Customer_360 table. This is by design. The Merged_Customers table is the underlying table for customer profile data and is the source for customer profile data that exists in the Customer_360 table.

  8. Specify if this campaign is a one-time or recurring campaign, define the delivery schedule, and then define the campaign launch date. (Amperity uses the campaign launch date internally to improve results tracking for campaigns.)

  9. Click Schedule.

    Note

    Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to configured destinations. Please allow for enough time for Amperity to complete this process before kicking off a campaign in your downstream systems.