ActiveCampaign

ActiveCampaign integration allows you to sync your email marketing data with SegMetrics, providing comprehensive insights into your customer journey from lead generation through conversion. This guide will walk you through connecting your ActiveCampaign account and utilizing the synchronized data within SegMetrics.

Note: This integration provides tag dates, so SegMetrics can accurately record when each tag was applied to a contact.

Step 1: Access Integrations in SegMetrics

1. Log in to your SegMetrics account.
2. From your dashboard, click Settings.
3. Navigate to Integrations.

Step 2: Select the ActiveCampaign Integration

1. Browse or search for ActiveCampaign in the integrations list.
2. Click on the ActiveCampaign Integration.
3. Give your integration a clear name.

Step 3: Retrieve Your API Credentials from ActiveCampaign

1. Log in to your ActiveCampaign account.
2. Click the gear icon in the top right corner to open Settings.
3. From the Settings menu, click Developer in the left-hand navigation.
4. Your API URL and API Key will be displayed under the API Access section.
5. Copy both values and store them somewhere safe before navigating away.

Note: Each user in an ActiveCampaign account has their own unique API URL and Key. If the credentials used to connect SegMetrics belong to a user who is later deleted, the integration will break. Make sure to use credentials from a permanent user or admin account.

Step 4: Add Your API Credentials to SegMetrics

1. Return to SegMetrics and enter your API URL and API Key into the corresponding fields.
2. Click Connect ActiveCampaign to finalize the setup.

3. Your ActiveCampaign data will not begin to upload. It will take a few hours.

**Import note. Contact must be in at least one list in order to be imported into SegMetrics**

Using ActiveCampaign Data in SegMetrics

Finding Tags in SegMetrics

Once your ActiveCampaign integration is active, tags will appear throughout your SegMetrics dashboard:

1. Contact Profiles: View all ActiveCampaign tags assigned to individual contacts

• Navigate to Contacts → Select a contact → View Tags section

2. Segmentation: Use ActiveCampaign tags to create custom segments

• Go to Segments → Create New Segment → Filter by ActiveCampaign Tags

3. Funnel Analysis: Filter funnel steps by specific tags

• In any funnel report, use the Filter option → Tags → Select ActiveCampaign tags

4. Campaign Reports: Analyze performance based on tag-based segments

• Access Reports → Choose report type → Select tag filter and choose your tag

Viewing Pipeline Information

ActiveCampaign pipeline data integrates seamlessly with SegMetrics deal tracking:

1. Deal Dashboard: View all ActiveCampaign deals and their stages

• Navigate to Deals → ActiveCampaign Deals

2. Pipeline Reports: Analyze conversion rates by pipeline stage

• Go to Reports → Pipeline Analysis → Select ActiveCampaign pipelines

3. Deal Attribution: See which marketing efforts contribute to deal progression

• View individual deals to see full customer journey and touchpoints

4. Stage Conversion: Track how contacts move through your ActiveCampaign sales pipeline

• Access Analytics → Pipeline Conversion for stage-by-stage metrics

Accessing Custom Fields

ActiveCampaign custom fields provide additional contact insights in SegMetrics:

1. Contact Details: View custom field data in individual contact profiles

• Go to Contacts → Select contact → Custom Fields tab

2. Advanced Filtering: Use custom fields to create detailed segments

• Navigate to Segments → Advanced Filters → Custom Fields

3. Reporting: Include custom field data in your analytics

• Access Reports → Select report → Add Filter→ Choose ActiveCampaign custom fields under contact filter

Frequently Asked Questions

Q: How long does the initial sync take?

A: The initial synchronization typically takes 15-30 minutes for accounts with under 10,000 contacts. Larger databases may take several hours. You'll receive an email notification when the sync is complete.

Q: Can I sync historical data?

A: Yes, SegMetrics imports historical tags and contacts. Pending on your settings, we can also bring in historical payments.

Q: What happens if I change tags in ActiveCampaign?

A: Changes made in ActiveCampaign sync to SegMetrics based on your configured sync frequency. Real-time sync will reflect changes during the next sync. All tag history is preserved in SegMetrics for reporting purposes.

Q: Why don't I see all my ActiveCampaign custom fields?

A: Only custom fields with data in at least one contact will appear in SegMetrics. Empty custom fields are filtered out to keep your interface clean. If you need to track a specific field, ensure it has values assigned to contacts in ActiveCampaign.

Q: Does SegMetrics bring in revenue data from ActiveCampaign?

A: It depends on how your ActiveCampaign is configured but yes it is possible. If your accoutn doesn't currently show revenue then it will not show in SegMetrics. But if it does have invoices assocaited with your contacts SegMetrics can bring that in. There is a flag in the beginning connection you may choose to bring revenue in.