Accessing the ActiveCampaign API URL and API Key
Step 1: Log in to your ActiveCampaign account and select Settings.
Step 2: Hit Developer and then copy your API URL and API Key. Both are required to connect your quiz to ActiveCampaign in a later step.
Creating a List in ActiveCampaign
Step 1: On the Active Campaign home page, select "Contacts."
Step 2: Hit "List" and then select "Add a List."
Step 3: We recommend creating a list for each Quiz Result. Name your list the same name as your Quiz Result Title.
Then add your company's website to the List URL
Finally add a List Description. In the List Description, remind your contacts why they are on the list. This will be viewable in emails sent to the list when using the %SENDER-LIST-REMINDER% personalization.
Hit "Save."
Connect ActiveCampaign to your Interact App
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Fields information you would like to collect from your quiz takers.
Under Form Settings, select additional settings for your Opt-in Form.
Step 2: Scroll down and customize your Opt-in Form. Then click "Save & Continue."
Step 3: Under Connect your email list, choose ActiveCampaign from the list of integrations.
Step 4: Now paste your ActiveCampaign API Key and API URL in the pop-up window and click Connect.
Map Interact Triggers to ActiveCampaign Actions
Step 1: Under "Results", click the Add Action button.
You will set a Trigger and Action for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: Under "Add to List", click the drop-down menu and select an Email list.
We recommend creating an email list for each Quiz Result in Active Campaign so that when a quiz taker receives that specific result they will be added to that specific email list in Active Campaign.
Step 3: In the slideout menu, you will see a list of other available actions to run in ActiveCampaign. The available actions are:
Add to Automation: Choose an ActiveCampaign automation from the dropdown to add new contacts to a specific ActiveCampaign automation.
Update Contact Field: Choose an ActiveCampaign contact field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the ActiveCampaign contact field "Quiz Result" from the dropdown and populate the field with the quiz result title for your quiz. Note: Our ActiveCampaign integration currently only supports "Text" contact fields.
Add Tag to Contact: Choose either to add a tag to the contact with a default value or with a custom value that you provide by selecting from the dropdown.
Step 4: When you finish the trigger/action for a Quiz Result, you can then select a different Quiz Result from the left sidebar to add more triggers and actions.
When you have set all triggers that you need for each quiz result setup, be sure to click Save & Continue.
Step 5: *Optional* You are then taken to "Answers."
If desired, repeat steps 1, 2 and 3 to set a Trigger and Action for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and continue."
Map Form Fields to ActiveCampaign Contact Fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to ActiveCampaign contact fields.
Default fields (cannot be changed): This includes Email, First Name, Last Name and Phone Number.
Step 2: For all other fields, choose one contact field from the dropdown that you would like to populate with the form value.
Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the ActiveCampaign contact field "Custom Field 1".
Our ActiveCampaign integration currently only supports "Text" contact fields.
Step 3: When finished with mapping your form fields, be sure to click Save & Continue.
If you find you need to make changes, you may edit the integration settings at any time.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after the changes have been saved.
Test your ActiveCampaign Connection
Step 1: Select Test Integration to test your Integration to Active Campaign.
This will Send test contact information to your Active Campaign account to test your integration setup.
Step 2: Once your test is successful, hit Publish on your quiz to start collecting leads.
Step 3: Under Contacts in Activecampaign, the Lead will appear in the following way:
Frequently Asked Questions
Will existing ActiveCampaign contacts be updated?
Yes, existing Active Campaign contacts will be updated with updated field values, tags, and be added to new automations.
How do I change the customize the fields that appear with my contact's information in ActiveCampaign?
Once your contacts start to load into ActiveCampaign, you can customize the fields that are displayed per contact, including the quiz result by hitting the setting icon.
