ActiveCampaign

ActiveCampaign is an email marketing app with built-in marketing automation for small businesses. With the ActiveCampaign integration, you can sync your OnePageCRM contacts to ActiveCampaigns to help you keep your ActiveCampaign List updated. This integration will enable you to newsletters from customizable templates and follow up on incoming leads using reporting and analytics tools using the contacts you sync from OnePageCRM. 

In this article:
Install & connect ActiveCampaign integration
Create a list in ActiveCampaign
Import contacts from OnePageCRM

How to install & connect ActiveCampaign integration

1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations 
2
Click on Active Campaign under Communication Apps and Install.
3
In the  Configuration tab →  enter your ActiveCampaign Account name →  Save .

How to create a list in ActiveCampaign

1
Log in to your ActiveCampaign account→ go to Lists → click on  Add New List button . 
2
Click on ActiveCampaign under Communication Apps 
3
Complete the Create New List form and click Create List.

How to import contacts from OnePageCRM into Active Campaign

1
You will be directed to Lists page where you can directly Import contacts or alternatively go to contacts →  import.
2
In the  Import Contacts page, you can Import from file or  Connect with other services to have new contacts added automatically → select OnePageCRM and click Next.
3
Click Allow to give OnePageCRM access to ActiveCampaign.
4
Choose the list you to which you wish to import contacts and click next.
5
In the pop-up, enter Sync Name, set your sync configuration and click Next to save your preferences.
6
The import will commence and once your OnePageCRM contacts will be imported and synced, and you can now start creating campaigns for them in ActiveCampaign.
NOTES
  • ActiveCampaign integration can be enabled and configured by the Account Owner or Administrator user.
  • Organization name, background, lead source, address, status and tags are synced to ActiveCampaign (Custom fields are not).