How to integrate ActiveCampaign
Learn how to connect ActiveCampaign to B2CORE
Use integration with ActiveCampaign 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.
How to configure a connection to ActiveCampaign
To configure a connection to ActiveCampaign in the B2CORE Back Office:
Navigate to System > External connections.
Click +Create in the upper-right page corner.
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.
Click Save to create the connection.
The ActiveCampaign connection will appear in the list of external connections.
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.
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.
Click Save to apply the changes.
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:
Sign in to your ActiveCampaign account.
Go to Contacts > Fields.
On the Contacts tab, Click Add Field.
Enter the field name, select the appropriate field type, and specify other parameters.
Click Save to add a new field in your ActiveCampaign account.
The image below shows the added Country, Client type, and Status fields in ActiveCampaign:
In the B2CORE Back Office, set up field mapping:
Navigate to System > External connections.
Find the connection configured for ActiveCampaign and click Edit to open the connection details.
Set up the field mapping by selecting the corresponding fields created in ActiveCampaign for Status, Country, and Client type.
Click Save to apply the changes.
Once the fields are added and mapped, the client’s Status, Country, and Client type 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:
Sign in to your ActiveCampaign account.
Go to Contacts > Lists.
Click Add a list.
Enter the list name and specify other parameters. For the Marketing Channel, select Email, as it is the only supported channel for this integration.
Click Save to create the list.
In the B2CORE Back Office, select the list for syncing:
Sign in to the B2CORE Back Office.
Navigate to System > External connections.
Find the connection configured for ActiveCampaign and click Edit to open the connection details.
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.
Click Save to apply the changes.
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.
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