Use the native ActiveCampaign app integration

Learn how to set up the Survicate and ActiveCampaign integration without leaving ActiveCampaign's UI.

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

We're introducing a Survicate & ActiveCampaign native app.

You can use this integration without leaving ActiveCampaign User Interface to:

  • Access a list of Survicate surveys without leaving ActiveCampaign;

  • Select which AC fields you'd like to flow survey responses into directly in ActiveCampaign;

  • Create a new contact in ActiveCampaign when someone fills out a Contact Form survey.

In this article, you will learn how to connect integration step-by-step directly via a built-in app, so the connection between ActiveCampaign and Survicate is seamless.

If you wish to connect and set the integration inside Survicate's dashboard, you can check our guide about default, direct integration.

📌 Before connecting the integration, make sure your respondents will be recognized. It's necessary to collect respondents' information in order to pass data to the correct ActiveCampaign contact.

How to set up the Survicate native app

1. Log in to ActiveCampaign and go to Apps. Search for Survicate and select the app.

2. Click on Add an account and select Survicate workspace that you'd like to connect with ActiveCampaign via a native app.

3. Then, click on Allow.

4. That's it! The integrated workspace should appear under Connected Accounts in the native app.

How to use the Survicate native app

1. Each survey available on the integrated Survicate workspace is available in ActiveCampaign as a resource. Select the survey you'd like to configure by clicking on its name.

2. Now, you need to set up the required field so Survicate can send survey responses into ActiveCampaign.

❗️Please always set up the required field as email -> email. Otherwise, the integration won't work.

3. Now, for every question, decide which fields you'd like to be sending survey responses to. Click on "Add field mapping".

In the example below, we'll be sending survey responses like this:

  • Answer to NPS® question  <will be sent to> NPS field  in ActiveCampaign

  • Answer to Text NPS question <will be sent to> NPS descriptive field  in ActiveCampaign

Mapping the Contact Form question

If your survey has the Contact form question, you can feed respondents' details into ActiveCampaign fields. Make sure you follow the setup below. Survicate email field should always be mapped into the ActiveCampaign email field under the required fields. The rest of the details should be mapped into the corresponding ActiveCampaign fields under additional fields.

If an existing user answers your survey and provides new contact details, we'll update their ActiveCampaign profile. If a new user answers your survey, we'll create a new contact in ActiveCampaign.

📞 If you have any questions about setting up ActiveCampaign integration - 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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