Survicate and ActiveCampaign integration allow you to send survey replies to ActiveCampaign as tags or contact fields. You’ll be able to create automated campaigns based on survey responses as well as segment your email audience more effectively. The setup is easy and can be finished in less than 5 minutes.

The benefits:

  • Create automated campaigns based on survey responses
  • Build and send more targeted, segmented emails
  • Create news leads/contacts based on the survey submission
  • Push new leads/contacts straight to your marketing automation
  • Track and maintain customer data for full context

How does it work?

  • The integration works on a per-question basis - you get to decide whether you want to push responses to a given question to ActiveCampaign or not
  • You can flow survey responses into AC as tags or contact fields. Choose from existing contact fields or create a new ActiveCampaign contact field directly in Survicate
  • Responses are sent to ActiveCampaign in real time
  • Even if a user doesn’t complete the entire survey, we’ll still send the responses they do give
  • You can create new leads in ActiveCampaign based on ‘Contact Form’ survey submission
  • You can push new contacts created via surveys straight to your marketing automation - to further engage with them

Not ready with your survey yet? Create a survey in Survicate to send via ActiveCampaign

🛠 Enable ActiveCampaign integration

1. To enable ActiveCampaign integration, go to the Connect tab of your survey, find, and pick ActiveCampaign from the list of integrations.

2. Click the Connect button to set up the authorization.

3. A pop-up window will appear for you to authorize your ActiveCampaign account. Provide your credentials that you've grabbed from ActiveCampaign > Settings > Developer and click Authorize. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.

4. Now the integration is ready to use! See the features we offer for ActiveCampaign integration under the settings:

Jump to section:

2. Sending answers to ActiveCampaign as tags

3. Sending answers to ActiveCampaign as Contact Fields

5. Creating new Contacts with Survicate contact forms

4. Testing the integration

Sending answers to ActiveCampaign as tags

1. Move on the Settings tab of ActiveCampaign Integration, and select Send tags

2. Select the question you wish the pass the tags to ActiveCampaign.

📌Please note that in case of text answer questions it's not possible to send tags, consider using contact fields instead.

3. Assign tags to each answer using the tags field - you can use tags you already created or create new ones. You can assign multiple tags to your answers.

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Sending answers to ActiveCampaign as Contact Fields

1. Move on the Settings tab of ActiveCampaign Integration, and select update contact fields

2. Select the question you wish the update the fields from. To avoid flooding your ActiveCampaign user profiles with data, we enable you to decide on a question level whether or not to send responses to ActiveCampaign.

3. Select the prospect field you want to integrate with from the list or add a new one by writing the name of new the new field:

📌Note: By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Creating new Contacts with Survicate contact forms

1. To create a new contact in ActiveCampaign from Survicate, add a contact form question to your survey with a required email field.

2. Under the Settings tab of ActiveCampaign Integration, and select Create new contacts and select the question you wish to create the new contact from.

3. Enable "Create new contact in ActiveCampaign" toggle.

There are two options to choose from:

  1. When a new contact is created, automatically add it to a specific ActiveCampaign list - contact will be added to any contact list of your choice.
  2. When a new contact is created, automatically add it to a specific ActiveCampaign automation - contact will be added straight to a marketing automation you already have in place. As an example, you could have new leads receive a welcome message right away.

4. Pick contact or automation list you wish to add the contact to

If there are existing contacts, we'll simply update them instead of creating a new contact.

Testing the integration

Once you have your survey ready and integration set up, you can test it without leaving Survicate - simply click Test Integration button next to any attribute or tag you've created, and we will create a test user and send question answers in the format you selected.

You can view it by clicking Go to ActiveCampaign:

You should see any responses pushed to ActiveCampaign on the user profile:

📞 If you have any questions about the setup, best practices, and use cases, contact us at support@survicate.com, or strike up a chat conversation 👉

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