Send data 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.

Use Amperity to manage audience lists in Active Campaign.

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 from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Active Campaign requires the following configuration details:

  1. An API key.

  2. The active campaign API endpoint URL, which is similar to https://<your-account>.api-us1.com/api/3/<resource>.

  3. The list name to which the Active Campaign connector will write. This can be the name of an existing list or a new list.

  4. A query that outputs the fields that must be mapped to the Active Campaign contacts.

Note

Active Campaign API has the following limitations:

  • API access is rate limited to 5 requests per second.

Add destination

Configure Amperity to send data to Active Campaign using the Active Campaign API.

To add a destination

  1. From the Destinations tab, click Add Destination. This opens the Add Destination dialog box.

  2. Enter the name of the destination and a description. For example: “Active Campaign” and “This sends audience lists to Active Campaign”.

  3. From the Plugin drop-down, select Active Campaign.

  4. The “Active Campaign” credential type is selected automatically.

  5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  6. Enter a name for the credential along with the Active Campaign API key. Click Save.

  7. Select Allow customers to use this destination.

  8. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  9. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You have two options for setting up data templates for Active Campaign:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaigns to Active Campaign. These results are sent from the Campaigns tab. Results default to a list of email addresses, but you may configure a campaign to send additional attributes to Active Campaign.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for Active Campaign, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Active Campaign audiences” and “Send audiences to Active Campaign.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Active Campaign.

  4. Verify all template settings and make any required updates.

  5. Click Save.

for orchestrations

You can configure Amperity to send query results to Active Campaign. These results are sent using an orchestration.

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for Active Campaign, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Active Campaign customer profiles” and “Send email addresses and customer profiles to Active Campaign.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Verify all template settings and make any required updates.

  6. Click Save.