Connect ActiveCampaign with SegMetrics

SegMetrics gives you the ability to analyze your ActiveCampaign campaign performance and connect it to other data sources.

With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

In this Article:

• Integration Overview
• How to connect ActiveCampaign to SegMetrics
• How to Connect Payment Information to ActiveCampaign Contacts
• How much historical data is synced when you first connect ActiveCampaign to SegMetrics?
• How to Build a Report with ActiveCampaign
• Frequently Asked Questions

Integration Overview

SegMetrics imports your contacts, custom fields, tags, orders and more directly from ActiveCampaign. SegMetrics is kept up to date with the most recent information in your ActiveCampaign account, to make sure you always have access to the information you need.

If you have a payment processor that doesn't connect with ActiveCampaign natively, we can connect that information together using the email addresses in ActiveCampaign. 

You don't need to import the orders or tag people in a special way: they just need to be in your ActiveCampaign account!

How to connect ActiveCampaign to SegMetrics

1. Head over to your Integrations page in your SegMetrics account
   

   

2. Once you're on the Integrations page, select the CRM list and click on the ActiveCampaign integration

   

3. Click Connect Active Campaign
4. This will open the  Activation window, which is where you will be prompted to ActiveCampaign URL and API Key. These can be found in ActiveCampaign by navigating to User Profile > My Settings > Developer.

You must have permissions to the following products in order to connect an ActiveCampaign Account in SegMetrics: "Lists," "Campaigns," "Automations," "Subscription Forms," "Reports," and "Deals." If permissions are missing, the ActiveCampaign Account will not successfully connect and an error message will be visible in SegMetrics.

How to Connect Payment Information to ActiveCampaign Contacts

If you're using the ActiveCampaign’s Deep Data Integration, there is nothing left to do: the payment data is integrated automatically.

But, if you do not have a payment integration with your ActiveCampaign account, you can integrate your payment processor with SegMetrics. We recommend using whichever payment processor can act as your single source of truth.

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How much historical data is synced when you first connect ActiveCampaign to SegMetrics?

When you connect a new ActiveCampaign data source, all historical data from your ActiveCampaign account is synced.

Pro Tip: Once your ActiveCampaign Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical ActiveCampaign data in your SegMetrics reports.

How to build a report using ActiveCampaign data

Once your data is imported from ActiveCampaign, you can create reports with the data to see how each touchpoint influences your sales.

1. Head over to the New Leads report

   

2. Select your desired filters based on dates, tags and touchpoints
3. Save it for later use or to use the data in a custom dashboard

   

Frequently Asked Questions

What time zone is ActiveCampaign data synced in?

ActiveCampaign data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

Why am I not seeing all my leads in SegMetrics?

ActiveCampaign doesn’t consider a contact to be marketable unless they belong to at least one list in your ActiveCampaign account.

For native ActiveCampaign forms, contacts are added automatically, but for integrations such as Deep Data, Zapier, Calendly and more, new contacts are not added to a list automatically.

In order to fix this, we'll set up an automation within ActiveCampaign to add new contacts, and then add all your existing contacts.

Adding Contacts From 3rd Party Optins (Zapier, Calendly, ClickFunnel, etc)

You'll need to start an automation when a contact opts in:

1. Create a list called "All Subscribers" (if it doesn't exist) to collect all of your contacts
2. Create a new Automation called "Opt in from Calendly"
3. In the Automation, set the Contact Created trigger
4. Create an Add to List action and have it add them to the "All Subscribers" list
5. Adding Customers From Deep Data (WooCommerce, Shopify, etc)

You'll need to start an automation when a customer makes a purchase:

1. Create a list called "Customers" (or other name) to mark these contacts as customers
2. Create a list called "All Subscribers" (if it doesn't exist) to collect all of your contacts
3. Create a new Automation called "Add Customer to List"
4. In the Automation, set the Makes a purchase trigger
5. Create an Add to List action and have it add them to the "Customer" list that we just created.
6. Then create another  Add to List action and have it add them to the "All Subscribers" list

Add Existing Contacts to a List:

1. You will also want to add your existing contacts to your list.
2. In ActiveCampaign search for all contacts who have made a purchase in the Contacts Page
3. Click the top box to select all
4. Under Actions, choose Add To List and Choose "All Subscribers"

More information can be found in ActiveCampaign's documentation.

Once you do this, your contacts will be added during the next import.

How can I set up my email links to get click rates from my ActiveCampaign emails?

Do I need the tracking pixel to get the data found in my ActiveCampaign account?

You do not need to create a Tracking Link for SegMetrics to track website visitors. Tracking Links provide a simple way to manage and monitor links that you use for ads, email broadcasts, or campaigns.

To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.

How do I create a report on my client invoices paid and cart sales found in ActiveCampaign?

We use the E-Commerce that comes through ActiveCampaign's "Deep Data Integrations".

If you're looking to use it for more invoice paid clients, using a funnel report might be preferable, as you can set out each step that a client should take through the process (sales call, signup, invoice, payments, etc). 

To learn how to quickly create a funnel report, click here to see our funnel reporting walkthrough.