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.
- Installing Addon and Initial Setup
- Adding ActiveCampaign Integration to Forms
- (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.
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.
After clicking this button, a list of fields should appear.
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).
An additional menu should appear in the sidebar. Within this menu, click on Developer.
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.
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.
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:
Within this text, copy only the numbers. This value will need to be pasted into the Event Tracking Key field in your WPForms settings.
When you’re ready, click the Connect to ActiveCampaign button to save the connection.
Once these fields are saved, you should see a green box that says 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.
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).
After naming the connection, additional settings will appear.
- 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):
- 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 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.
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.
This action should only be used if your form is specifically intended to allow subscribers to delete themselves completely from your ActiveCampaign account.
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 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.
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.
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.
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.
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.
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.