# How to integrate ActiveCampaign

Use integration with [ActiveCampaign](https://www.activecampaign.com/) to streamline your marketing efforts by automatically syncing client data from B2CORE to ActiveCampaign, managing targeted email campaigns, sending notifications, and enhancing client engagement.

Follow the instructions below to configure the ActiveCampaign connection in the B2CORE Back Office and set up the required parameters.

{% hint style="info" %}
Before proceeding with the instructions, you must have signed up for ActiveCampaign and have an active account.
{% endhint %}

## How to configure a connection to ActiveCampaign

To configure a connection to ActiveCampaign in the B2CORE Back Office:

{% stepper %}
{% step %}
Navigate to **System** > **External connections**.
{% endstep %}

{% step %}
Click **+Create** in the upper-right page corner.
{% endstep %}

{% step %}
On the **Create connection** page, fill in the following fields:

* In the **Name** field, enter a name for the connection. The name must be unique.
* In the **Caption** field, enter a caption that will be applied to the connection in the Back Office.
* In the **Provider** dropdown, select **ActiveCampaign**.
  {% endstep %}

{% step %}
Click **Save** to create the connection.

The **ActiveCampaign** connection will appear in the list of external connections.
{% endstep %}

{% step %}
Click **Edit** to enter the connection details and complete the following fields:

* In the **API URL** field, provide the API URL as specified in your ActiveCampaign account.
* In the **API Token** field, specify your ActiveCampaign API key.

Both the API URL and key can be found in your ActiveCampaign account under **Settings** > **Developer**.

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-85063044658780252f9ee5d35b70bbde858827e4%2FactiveCampaign-settings-developer.png?alt=media" alt="Locate the URL and Key fields in ActiveCampaign"><figcaption><p>Locate the URL and Key fields in ActiveCampaign</p></figcaption></figure>
{% endstep %}

{% step %}
Check the connection status.

If the connection is inactive (**No** is displayed in the **Enabled** field), activate it by setting the **Enabled** dropdown to **Yes**.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

After configuring the connection, all clients listed under **Clients** > **General** in the B2CORE Back Office will be synced with ActiveCampaign and displayed in the **Contacts** section of your ActiveCampaign account.

## Overview of client data synced with ActiveCampaign

The following required client fields are always synced from B2CORE to ActiveCampaign:

* **First name**
* **Last name**
* **Email**
* **Phone**

When the ActiveCampaign external connection is enabled in the B2CORE Back Office, any new client registration or update to an existing client's details (such as first name, last name, email, or phone number) will be automatically synced with ActiveCampaign.

## How to add more fields for syncing from B2CORE to ActiveCampaign

You can sync additional fields from B2CORE to ActiveCampaign, such as a client’s **Status**, **Country**, and **Client type**, to support client segmentation and targeted email marketing.

In **ActiveCampaign**, add these fields:

{% stepper %}
{% step %}
Sign in to your ActiveCampaign account.
{% endstep %}

{% step %}
Go to **Contacts** > **Fields**.
{% endstep %}

{% step %}
On the **Contacts** tab, Click **Add Field**.
{% endstep %}

{% step %}
Enter the field name, select the appropriate field type, and specify other parameters.
{% endstep %}

{% step %}
Click **Save** to add a new field in your ActiveCampaign account.

The image below shows the added Status, Country, Client type, Jurisdiction, and Verification level fields in ActiveCampaign:

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-87e8526eec5acd333e3e71d070bec409bdbad96b%2FactiveCampaign-add-fields.png?alt=media" alt="Added fields in ActiveCampaign"><figcaption><p>Added fields in ActiveCampaign</p></figcaption></figure>
{% endstep %}
{% endstepper %}

In the **B2CORE Back Office**, set up field mapping:

{% stepper %}
{% step %}
Navigate to **System** > **External connections**.
{% endstep %}

{% step %}
Find the connection configured for ActiveCampaign and click **Edit** to open the connection details.
{% endstep %}

{% step %}
Set up the field mapping by selecting the corresponding fields created in ActiveCampaign for **Status**, **Country**, **Client type**, **Jurisdiction**, and **Verification level**.

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-06ffc725f52727fd54a7f4c85384858f1e950d24%2FactiveCampaign-set-up-field-mapping.png?alt=media" alt="Set up field mapping"><figcaption><p>Set up field mapping</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

Once the fields are added and mapped, the client’s **Status**, **Country**, **Client type**, **Jurisdiction**, and **Verification level** are automatically synced from B2CORE and shown in the client details in ActiveCampaign.

## How to sync clients from B2CORE to specific lists in ActiveCampaign

Lists in ActiveCampaign help you organize contacts so you can send them relevant information. By assigning clients to specific lists, you can target your email campaigns more effectively and deliver personalized messages to the right audience.

In **ActiveCampaign**, create one or more lists:

{% stepper %}
{% step %}
Sign in to your ActiveCampaign account.
{% endstep %}

{% step %}
Go to **Contacts** > **Lists**.
{% endstep %}

{% step %}
Click **Add a list**.
{% endstep %}

{% step %}
Enter the list name and specify other parameters. For the **Marketing Channel**, select **Email**, as it is the only supported channel for this integration.
{% endstep %}

{% step %}
Click **Save** to create the list.
{% endstep %}
{% endstepper %}

In the **B2CORE Back Office**, select the list for syncing:

{% stepper %}
{% step %}
Sign in to the B2CORE Back Office.
{% endstep %}

{% step %}
Navigate to **System** > **External connections**.
{% endstep %}

{% step %}
Find the connection configured for ActiveCampaign and click **Edit** to open the connection details.
{% endstep %}

{% step %}
In the **List** dropdown, select the desired list created in your ActiveCampaign account. This will ensure all synced clients from B2CORE are added to that list.

If no list is selected, synced clients won't be added to any list.

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-3a93a18f88483db20b7f9731b31d4357b10db660%2FactiveCampaign-manage-lists.png?alt=media" alt="Select the ActiveCampaign list to sync clients from B2CORE"><figcaption><p>Select the ActiveCampaign list to sync clients from B2CORE</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

Once the list is selected and saved, all clients from B2CORE will be automatically synced to the specified list in ActiveCampaign. Any new registrations or updates to existing clients will also reflect in the same list.