Connect ActiveCampaign to use donation activity in your marketing automation. You can build audiences, trigger journeys, and track deals against supporters.
Before you start
You need the Integrations permission. Go to Settings → Integrations.
You need an ActiveCampaign account and its API credentials.
Connect ActiveCampaign
Go to Settings → Integrations and find the CRM Integrations section.
Click Connect on the ActiveCampaign card.
Enter your ActiveCampaign API Key and API URL, and Save.
Once you've entered the API credentials, the Field Mappings tab becomes available.
Click Save.
Field mapping configuration
Map your Amanahfy donor and donation fields to ActiveCampaign contact and deal fields. This determines how your data syncs to ActiveCampaign.
Required fields carry an asterisk. Email mapping is essential for contact matching.
Contact Fields include Donor Email, Donor First Name, Donor Last Name, Donor Phone, Donor City, Donor Country, Donor Address, and Donor Postcode. Map these to ActiveCampaign standard or custom fields.
Deal Fields include Donation Number, Donation Amount, Base Amount, Currency, Donation Date, Donation URL, Campaign Name, Campaign URL, Campaign ID, Payment Method, Donation Status, Source, Source URL, Gift Aid, Anonymous Donation, Is Recurring, and Frequency. Map these to ActiveCampaign deal fields.
Check the sync status
The Sync Center shows records sent to ActiveCampaign. Look at the Sync section on individual payment records to view the sync status.
Good to know
Marketing preferences still apply. Check donor consent before adding them to a marketing journey. See Donors.
Related
Salesforce (NPSP) · Mailchimp · N30 · Donors