ActiveCampaign 

ActiveCampaign is a marketing automation software used to send contextual messages and emails to create meaningful connection with your customers. Marketing automation is possible when you have ample data points about your customer. This will invariably help in segmenting your customers and targeting them better. More the data and parameters you have on ActiveCampaign about your customers, better the intelligence you can provide for automation.

Chargebee's integration with ActiveCampaign will sync your customer and subscription information to ActiveCampaign. This way, you can create specialized marketing automation workflows and engage with customers in a more personalized way.

Note

Contact [email protected]  to enable this feature for your site.

Sync Overview 

This is a one way sync, and hence, data flows only from Chargebee to ActiveCampaign.

"
Note

  • Sync is automatic and is done only once in every 6 hours. In case you want to manually sync data, turn off autosync.

  • Chargebee automatically creates additional fields required to synchronize data to ActiveCampaign, if they are not already present in your ActiveCampaign account.

Prerequisites 

  • ActiveCampaign is available only on select plans. To know more, visit our Plans and Pricing  page.
  • You must have an ActiveCampaign account and Chargebee account.
  • Lists must be created in ActiveCampaign.

Integration 

CONNECTING ACTIVE CAMPAIGN

  1. Select ActiveCampaign from the list of third-party integrations available in your Chargebee user interface under Settings > Third-party Integrations .
  2. Copy the API Key and Base URL under Settings > Developer in your ActiveCampaign site, and paste it in the corresponding text fields provided in your Chargebee user interface. Click Connect.

CONFIGURING SYNC PREFERENCES

"
  1. Select the List in ActiveCampaign to which you need the Contacts saved.
  2. Set the course of action to happen when a customer is deleted in Chargebee.
  3. In case you want to sync customers who purchased a gift subscription for someone else, toggle the setting.
  4. Chargebee automatically maps 18 fields from your Chargebee user interface to ActiveCampaign. You can map more fields by toggling the Map more fields setting and selecting the fields you want to map.
  5. Click Proceed when you are done with the settings.

INITIAL SYNC

Initial run will sync 10 latest customers from your Chargebee site and display errors if any from the sync.

  1. Click Run Initial Sync.
"

  1. Errors if any will be displayed. You can click Retry Initial Sync after addressing the errors or go forward by Syncing all records. However, syncing all records without addressing the errors will carry the unaddressed errors along with the integration.

  2. Syncing all records will complete the integration and take you to ActiveCampaign's Integration page in Chargebee.

Note

Email IDs are unique in ActiveCampaign and hence, the same email ID cannot be present for more than one account in ActiveCampaign.

"

You can find the entire errors listed under the Sync errors tab. Functions such as Disabling auto sync and Managing sync rules can be done from the ActiveCampaign Integration overview page.

You can disconnect the integration using Unlink Integration option. This stops any further sync from Chargebee side.

The table below lists the fields mapped between Chargebee and ActiveCampaign.

Field name Field in Chargebee Field in ActiveCampaign
Customer Email ID email email
Customer First Name

first_name

first_name
Customer Last Name

last_name

last_name
Customer Status

deleted

Cb_chargebeeCustomerStatus
Customer Company Name

company

Cb_orgName
Subscription ID

id

Cb_subscriptionID
Plan ID

plan_id

Cb_subscriptionPlanName
Subscription Status

status

Cb_subscriptionStatus
Trial Start Date

trial_start

Cb_subscriptionTrialStartDate
Trial End Date

trial_end

Cb_subscriptionTrialEndDate
Next Billing at Date

next_billing_at

Cb_subscriptionNextBillingDate
Subscription Created at Date

created_at

Cb_subscriptionCreatedOn
Subscription Started at Date

start_at

Cb_subscriptionStartsOn
Subscription Cancelled at Date

cancelled_at

Cb_subscriptionCancelledOn
Currency Code

currency_code

Cb_currency
Cancellation Reason

cancel_reason

Cb_subscriptionCancellationReason
Subscription MRR

mrr

Cb_subscriptionMRR
Was this article helpful?
Loading…