ActiveCampaign x Best Practices

See how to get the most out of ActiveCampaign using Survicate.

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

In this article, you will find the best ways to use ActiveCampaign and features you might not have been aware of.

Embed surveys to your ActiveCampaign

If you would like your respondents to be able to see the first survey message right into the email message, there is a way to do so.

When creating your email survey, you are able to decide whether you want to share your survey in a link or using the HTML code. In this case, you will need to use the HTML code to implement in your ActiveCampaign email campaign:

Once you add the HTML code to the email message, you should be instantly able to see the first question of your survey:

This question will also be displayed directly in your email message.

If you want to keep your survey clean of irrelevant responses, make sure to enable the email answers confirmation❗️

Set up ActiveCampaign integration without leaving its dashboard

Besides the traditional way of integrating Survicate and ActiveCampaign, there is also an alternative way without leaving the ActiveCampaign dashboard. This will allow you 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, and create a new contact in ActiveCampaign when someone fills out a Contact Form survey.

To do so, login to your ActiveCampaign account and click the 'apps' button:

There, search for Survicate and click to 'add an account.' You will be asked to allow for connecting Survicate:

All done, you have successfully connected Survicate with ActiveCampaign!

Send responses to Active Campaign contacts as tags or contact fields

If you want to keep track of your respondents' insights and be able to analyze the data directly in ActiveCampaign, you can send responses to the contact fields or tags.

First, make sure your integration is connected so the data can be sent to ActiveCampaign. Next, enter the survey you created, enter the 'configure' tab, and find the 'ActiveCampaign' integration.

There you will see a dashboard with the integration features:

Send answers to Contact Fields

To send responses as your contact fields, select update contact fields option.

There you, you need to match the survey question with the appropriate ActiveCampaign field. You can use any of the existing fields or create a new one without leaving Survicate:

This way, the response will be displayed in the ActiveCampaign contact field you have chosen.

Survicate supports only certain types of ActiveCampaign fields:

  • Text input/area

  • Dropdown

  • Date.

Send answers as tags

Instead of updating contact fields, you can send the response as a tag. This will enable you to easily navigate, filter and manage your contacts base.

To do so, in the connect tab, you need to select the second option- send tags.

At the beginning, you need to select which question will send tags to the ActiveCampaign:

Sending answers as tags is available only for some question types:

  • Single answer questions,

  • Multiple answer questions,

  • NPS question

  • Smiley Scale question,

  • Rating question,

  • Date question.

For the remaining questions, we suggest updating contact fields instead.

Next, match the question answer with an appropriate tag, you can also create a new tag directly in the Survicate dashboard:

Create a looping automation

If you would like to create periodic surveys sent to your users, you can create a looping automation in ActiveCampaign.

To do so, you need to create an automation, you are not obliged to add a starting trigger unless you want it to start under certain conditions.

Let's assume you would like to send a satisfaction survey once per month. Start by creating your email message with the implemented survey, and then add the delay:

Since our delay is one month, make sure to determine it in the panel as well:

Next, you need to add another action- go to action:

This will allow you to circle back to the chosen point of your automation, e.g. to the first email message. Drag the line to the step where you want your automation to start over:

This way ActiveCampaign will send a satisfaction survey to your clients once every month without your manual effort.

Keep in mind you can send survey responses as tags so that later on, you can easily find out and manage users that e.g. are not satisfied with your product/service.

Send a survey after the ActiveCampaign ticket is closed

Whenever your customer-facing team closes a ticket, ActiveCampaign can automatically send a survey to make sure your client is satisfied.

To do so, you need to add a field in your ActiveCampaign account where you will mark whether the conversation is closed or open. You will do it in deals-->fields section of ActiveCampaign:

There, click to add a field and select the field type. In this case select the 'text input' and name your fields accordingly so you won't have any issues finding it later on:

Now that you have created the ticket status field, let's create an automation and make sure it will start from a trigger:

Click to add a start trigger and select the field changes option. There, you need to determine which field change is supposed to be a start trigger for your automation. Determine the filed you created in the previous steps.

Also, you will need to define starting value and the end value. The starting value can be set to any, as it won't affect your automation at any point. However, you need to define the end value so that only the certain value will start the trigger.

For instance, you can set the end value to closed so every time you mark the ticket as closed, the trigger will activate:

Great! Now you need to add an email as the next step in your automation and implement your satisfaction survey. Every time someone from your team will mark the ticket field as closed, ActiveCampaign will send the survey.

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