ActiveCampaign

ActiveCampaign is an email marketing app with built-in marketing automation for small businesses. This integration will enable you to create newsletters from customizable templates and follow up on incoming leads using reporting and analytics tools. 

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 →  Connect ActiveCampaign to OnePageCRM, enter your ActiveCampaign Account name and click 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 MailChimp under Communication Apps 
2
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 wish to import contacts to 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 are imported and synced, you can 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 sent to ActiveCampaign (Custom fields are not).

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