Active Campaign is one of the major integration tools on EasyWebinar. We will discuss creating tags, and fields, and the process of syncing Active Campaign data to EasyWebinar.
Ensure you have logged into your Active Campaign account.
How to create lists on Active Campaign and integrate them with EasyWebinar?
How to create lists on Active Campaign and integrate them with EasyWebinar?
Video Explanation :
Step-1 Once you log in to your Active Campaign account, click on contacts as depicted in the image.
Step -2 On the left panel, click on the lists tab. The page will load the list page. The 'Master List' is a default list. To create a new list, click on the 'Add List' in the right top corner.
Step -3 Once you click on the 'Add List', a window will pop up asking basic details required to create a list. Ensure you give the naming and description of the list as per your requirement.
Once you have filled the required details, click on save.
We have successfully created a list on the Active Campaign. You can view the created list in the list menu.
Now, let's get into the important part of the integration. We will learn how to integrate Active Campaign into EasyWebinar.
To begin with, ensure you are logged into your EasyWebinar account and Active Campaign account.
Step-1 Open your EasyWebinar account and click on the integration tab.
Step-2 In the available app list, select Active Campaign and click on Authenticate. As shown in the below image.
Step- 3 You will be redirected to a page that requires the API URL and API key to authenticate Active Campaign.
Step-4 To fetch the API key and URL, open your Active Campaign account and click on the settings option on the left panel.
Step-5 Select the 'Developer' from the settings menu.
Step-6 Once we click on the developer tab, on the center window screen you can see the API URL and API key. We need to copy the API URL from Active Campaign and paste it into the EasyWebinar authentication page.
Step-7 Click on add to initiate the authentication process. To verify if the process is successful, you will get a notification confirming the same.
You have integrated Active Campaign to EasyWebinar!!!
How to create tags on Active Campaign and integrate with EasyWebinar?
How to create tags on Active Campaign and integrate with EasyWebinar?
Ensure you are logged into your Active Campaign account.
Tags are the best place to store information that's a result of an action your contact takes (or doesn't take). Tags can be used to trigger automation, show/hide content, and quickly segment lists.
Step-1 To create tags, click on the 'Tags' tab on the left panel and the page will display 'Add Tag' on the right top corner. Click on 'Add Tag'.
Step-2 Once you click on add tag, a window will pop up to collect the required tag input. Before you proceed to add the tags, we recommend taking the tag quiz. This quiz will help in better segmentation of the data.
The quiz consists of three questions. The suggested answers for the quiz are given in the image. Request you to select accordingly and proceed to click on continue.
After completing the quiz, a window with the option to create a tag and create a field will be displayed. Click on Create Tags.
Add the required tags in the given box. Ensure the tags are one per line or separated by a comma. You can refer to the image for reference. You can customize the tags as per your requirements. However, the popularly used tags are listed in the image.
Once you have added all the necessary tags. Click on save.
The tags are successfully created on Active Campaign.
As the tags are created on Active Campaign, they should be integrated into EasyWebinar.
To check if the tags are reflecting properly on EasyWebinar. While doing the Authentication process of Active Campaign to EasyWebinar, you get an option to view the list of tags we have created in Active Campaign.
If you are unable to view the tags. Click on the Reload tag button and wait for a minute to sync the data. If all the tags are shown in the dropdown. Click on update.
