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ActiveCampaign integration

Learn how to set up integration within a few clicks and send responses to ActiveCampaign as tags or contact fields

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

You can use Survicate with ActiveCampaign to:

  • Update contacts fields tag in the ActiveCampaign with the survey responses data;

  • Add new leads/contacts to the ActiveCampaign list or automation based on the survey submissions;

  • Create automated email campaigns based on survey responses;

  • Build and send more targeted, segmented emails;

  • Track and maintain customer data for full context.

In this article, you will learn how to connect ActiveCampaign integration step-by-step on a survey level to send survey responses as contact fields or tags and create new contacts when someone submits a Survicate contact form.

📌 Before connecting the integration, make sure your respondents will be recognized. Collecting respondents' information is necessary to pass data to the correct ActiveCampaign contact.

Connect 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 the 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:

Send answers to Contact Fields

1. In your survey's Connect tab, move to the Settings of ActiveCampaign integration and select Update contact fields.

2. Select the question you wish to 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 new field's name.

❗️We only support certain types of ActiveCampaign fields. Please make sure that you want to send survey responses to one of these fields:

  • Text input/area;

  • Date;

  • Dropdown.

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:

📌Note: For the NPS® question, we send the values mapped based on the response group. However, if you'd like to receive your numeric value, you can enable the "Send Answers as 0-10 values" toggle.

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

Send answers as tags

1. In your survey's Connect tab, move to the Settings of ActiveCampaign integration, and select Send tags.

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

📌 Please note that some question types do not support sending tags. In such cases, consider updating 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.

Create 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. In your survey's Connect tab, under the Settings of ActiveCampaign integration, select Create new contacts and choose Contact Form from the dropdown.

3. Enable Create a new contact in ActiveCampaign toggle.

There are two additional options to choose from:

  1. When a new contact is created, automatically add it to a specific ActiveCampaign list - the contact will be added to any contact list of your choice.

  2. When a new contact is created, automatically add it to specific ActiveCampaign automation - the contact will be added straight to the marketing automation you already have. For example, you could have new leads receive a welcome message immediately.

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

If there are existing contacts, we'll 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 - click the Test Integration button next to any attribute or tag you've created. We will create a test user and send 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 additional questions- feel free to reach out to our team via chat or email:

Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

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