How to Install and Use the ActiveCampaign Addon with WPForms

Would you like to automatically grow your mailing list anytime your form is submitted? With the ActiveCampaign addon for WPForms, you can easily send data from your form submissions to your ActiveCampaign account.

In this tutorial, we’ll show you how to install and set up the ActiveCampaign addon for WPForms.

  1. Installing Addon and Initial Setup
  2. Adding ActiveCampaign Integration to Forms
  3. (Optional) Setting Up Conditional Logic for ActiveCampaign

Requirements: You will need an Elite license to access the ActiveCampaign addon.

1. Installing Addon and Initial Setup

Before we get started, be sure to install and activate WPForms on your WordPress site.

Once you’ve installed WPForms and your license is verified, you’ll be able to quickly install and activate the ActiveCampaign addon.

After the ActiveCampaign addon is installed, the next step is to connect to your ActiveCampaign account. To do this, you’ll need to go to WPForms » Settings and then click on the Integrations tab.

Go ahead and click the ActiveCampaign section to open it. Then, click the + Add New Account button to see more details.

Open integrations tab in WPForms settings

After clicking this button, a list of fields should appear.

Add ActiveCampaign account details to WPForms

Below, we’ll share exactly how to complete each of these fields.

ActiveCampaign Account Name

In this field, you can add any name you’d like. This is for your internal use only, and will be helpful if you add more than one ActiveCampaign account.

ActiveCampaign API URL and Key

Each ActiveCampaign account will have its own unique API values. To locate these values, you’ll first need to log in to your ActiveCampaign account.

After logging into your account, click on the Settings option (this is near the bottom of the left sidebar).

Open the Settings page in ActiveCampaign account

An additional menu should appear in the sidebar. Within this menu, click on Developer.

Open Developer page and then copy ActiveCampaign API values

Be sure to copy both the URL and Key values into your WPForms settings.

Event Tracking Account ID and Key

Note: Event Tracking is completely optional. For more details on how this feature can be used, check out ActiveCampaign’s Event Tracking overview.

If you’d like to use Event Tracking, you’ll need to copy a couple of values from your ActiveCampaign account.

Still within the Settings menu of your ActiveCampaign account, click on the Tracking option. In the Event Tracking section towards the bottom of this page, you can switch the Status toggle to ON.

Enable Event Tracking in ActiveCampaign account

In the additional details that appear, you can now copy the Event Key into your WPForms settings.

Next, you’ll need to click the Event Tracking API link.

Copy Event Key from ActiveCampaign account

An overlay will appear with details on the Event Tracking API. Within the actid bullet point, you should see some text that looks something like this:

<span class="trackId">00000000</span>

Within this text, copy only the numbers. This value will need to be pasted into the Event Tracking Key field in your WPForms settings.

Copy Event Tracking Account ID

When you’re ready, click the Connect to ActiveCampaign button to save the connection.

Save connection to ActiveCampaign

Once these fields are saved, you should see a green box that says Connected.

ActiveCampaign account is connected

2. Adding ActiveCampaign Integration to Forms

Now that your ActiveCampaign account is connected, the next step is to add this integration to your forms. To do this, you’ll need to create a form or edit an existing form.

After opening the form builder, go to Marketing » ActiveCampaign and click the Add New Connection button.

Open Marketing tab and click Add New Connection button

When you click this button, an overlay will appear. In this overlay, you’ll need to enter a nickname for the connection. This is useful if you plan to connect this form to more than one mailing list, however it’s only for internal use (your users will never see it).

Add nickname for connection

After naming the connection, additional settings will appear.

Select account and choose an action

  • Select Account: Choose from any of the ActiveCampaign accounts you’ve connected.
  • Action to Perform: Select the action you want taken when a user fills out this form. The option selected here will also determine which additional settings are displayed.

We’ll cover each of the available actions, and their related options, in more detail below.

Subscriber: Create or Update

This action will simply add a new subscriber to an ActiveCampaign list, or allow you to update an existing subscriber.

Below is a list of all options available for this action (anything marked with an asterisk * is required):

Create or Update ActiveCampaign subscriber

  • ActiveCampaign List*: Choose from your available mailing lists. If you don’t have a list yet, check out ActiveCampaign’s doc on how to create one.
  • Subscriber Email*: Choose an Email field from your form. If you’re updating an existing subscriber, then this should be their old email address.
  • New Subscriber Email: (Only use if updating an existing subscriber) Choose the Email field from your form that includes the updated email address.
  • Subscriber Status: This status will be automatically assigned to all subscribers from this form. For more details, please see ActiveCampaign’s tutorial on status options.

Tags and notes for new or updated subscribers

  • Tags To Add: Add any tag(s) from your ActiveCampaign account to this subscriber. Please see ActiveCampaign’s tutorial for more details on using tags.
  • Tags To Delete: Remove any default tags, or (if updating an existing subscriber), remove specific existing tags.
  • Note: Automatically add a note to the subscriber.
Subscriber: Unsubscribe

This action will allow your subscribers to remove themselves from your ActiveCampaign list. However, their user record will still be available within your ActiveCampaign account.

Unsubscribe from ActiveCampaign

Subscriber: Delete

This action should only be used if your form is specifically intended to allow subscribers to delete themselves completely from your ActiveCampaign account.

Delete a subscriber from ActiveCampaign

Note: If you’re setting up this option to help comply with GDPR, be sure to disable entry storage for this form (in the form builder under Settings » General). This will allow you to avoid storing additional records related to the user.

Event Tracking

Event Tracking allows you to record data about the behavior of your contacts. For example, you may want to trigger an automation within your ActiveCampaign account for any user who submits a specific form.

Event Tracking with ActiveCampaign

3. (Optional) Setting Up Conditional Logic for ActiveCampaign

Conditional logic allows you to change what will happen depending on a user’s selections in a form.

As an example, we’ll show how conditional logic can be used to let users choose if they’d like to be added to your ActiveCampaign mailing list.

To set this up, you’ll first need to add a Checkboxes field to your form. For our example, we’ll only need a single checkbox, so we can remove the extra checkboxes by clicking the – (minus) icon.

Remove extra options from checkboxes field

Then, you’ll need to adjust the text for this field. For our example, the text will read Please keep me updated with weekly newsletters.

Set up newsletter signup checkbox

Next, you’ll need to configure your conditional logic. At the bottom of your ActiveCampaign settings, checking the box labeled Enable conditional logic will display additional options.

Enable conditional logic for ActiveCampaign addon in WPForms

Finally, you’ll need to set up your rules for your conditional logic. For this example, our logic will be: Process this connection if Newsletter Signup is Please keep me updated with weekly newsletters.

Set up ActiveCampaign conditional logic for signup checkbox

Now you just need to save your form, and the logic will be all set.

That’s it! You can now set up ActiveCampaign integration with any forms on your site.

Would you like ideas on how to encourage more users to subscribe? Check out our tutorial on leveraging lead magnets for details on how to offer incentives to tempt potential subscribers.