This guide explains how to install and map the ActiveCampaign app on your Organization account.
What is ActiveCampaign?
ActiveCampaign is a cloud-based platform that combines email marketing, automation, and customer relationship management (CRM). It aims to streamline and simplify marketing and sales processes, improve customer relationships, increase sales and revenue, and provide data-driven decision-making. ActiveCampaign offers paid subscriptions and a free trial.
How does the integration work?
The registrations are exported from RingCentral Events to ActiveCampaign. The integration would create a contact with the registration details and add it to the event-related registrants list in ActiveCampaign.
You can also export attendance status. In this case, the integration would add the contact to the event-related attendee list in ActiveCampaign.
Installing & mapping ActiveCampaign
To install the ActiveCampaign app on your Organization account:
- In your Organization Dashboard, go to the Apps tab.
- Click Discover More on App Store.
- In the App store, you can find ActiveCampaign under the Marketing category.
- On the ActiveCampaign page, click Install app.
✔ You will be prompted to confirm your choice. Click Install to continue.
- In the new window, click New authentication, provide the URL and API Key of your ActiveCampaign account, and click Create.
Note: To access your API Access URL and Key in your ActiveCampaign account, go to Settings > Developer.
- Once you've authenticated your account, click Next.
- On the Export Registrations page, you will see the First name, Last name, and Email fields already mapped. When someone registers for your event, this information will be populated on the Contact object in ActiveCampaign. Click Next to proceed.
- On the next page, you can map additional fields between RingCentral Events and ActiveCampaign. Click Add Custom Field Mapping, select one of the available RingCentral Events fields, and select the corresponding ActiveCampaign field. Once ready, click Next to proceed.
Note: Available RingCentral Events fields include Bio, Created at, Headline, LinkedIn, Registered through, Ticket ID, Timezone, Town, Twitter, Updated at, User ID, and Website. Custom registration form fields cannot be mapped and exported to ActiveCampaign.Tip: Corresponding fields must be created in your ActiveCampaign account Contacts > Manage Fields page. If the newly created ActiveCampaign field doesn't display on the list, click Previous to return to the previous step, refresh the window, and try again.
- On the Export Attendee Status page, select the checkbox to export participant attendee status. Click Finish.
✔ You'll receive a message confirming the integration has been completed.
Testing the integration
To verify the ActiveCampaign integration:
- Register for your event. To complete a test registration, you can open the Landing page in an Incognito/Private browsing window. This ensures that you register as a test user (rather than through your Organizer account).
- After registering, check your ActiveCampaign account to confirm the registration appears on the Contacts list.
Notes:
- If your registrant is not in ActiveCampaign yet, a new contact will be created.
- If the contact already exists, it will be updated with new details (such as any change of First name, Last name, Headline, etc) and added to the new event-related list.
- When a RingCentral Events user updates their profile details (e.g., name or headline), the contact information in ActiveCampaign will not be synced. However, when the user registers for another event you're hosting, the information will be sent to ActiveCampaign, and their existing contact information will be updated.
- The imported contact is automatically added to the Registered and Attended lists when the user registers and once they actually attend the event. The same lists will also appear under the Lists tab in ActiveCampaign (if not, you may need to be granted user permissions by the ActiveCampaign account owner to access those lists).