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Active Campaign Integration

This article is for: Legacy WebinarJam Users (Customers who joined prior to Sept 2017)

This will cover the basics of integrating ActiveCampaign with WebinarJam or EverWebinar, so that when people register for your webinar, they will also be added to your ActiveCampaign Autoresponder.
 

Simple Integration


Creating Your List on ActiveCampaign

  1. In your account, to create a list, click on the Lists tab along the top. Then click the “Add” button at the bottom, or, the “Add New List” on the right.  See image above
  2. In the popup that appears, enter the name of your list You would also need to fill up your company details, the URL of your website, and a description of your list. See image below.
  3. Click the Create List button  See image below
 

How To Add a Phone Field

1. Click on Lists tab at the top, and make sure you've selected your list.
2. Click on the Fields button
3. Click on the Add A New Custom Field button
4. From the popup box, select Text input, and then click on Next
5. On the next popup, enter a name for your field, say "Phone" and click the Save button
6. Make sure you click the Save Changes button as the last step
 

 

How To Create A Sign Up Form

1. Click on Lists tab at the top, and make sure you've selected your list.
2. Under Integrations, click on Form
3. Click on Create A New Form
4. In the popup that appears, enter a name for your form and click the 'Ok' button
5. If you wish to add a Phone field, click on it on the left sidebar to insert into the form
6. Click the save button at the top
 

How To Get the Active Campaign HTML Code

  • Go back to your Active Campaign account, and click on the Lists tab
  • Select your list, and the select Forms from the Integrations dropdown
  • Move your mouse over your form, and click on the 'Integrate with your site' option
 

How To Integrate Active Campaign with Webinar Jam

  • Copy the form code provided by Active Campaign and paste it into a NotePad
  • You only need the code between (and including) these lines:
     
    <form action='//xxxxx.activehosted.com/proc.php'...
     
    <<lots of other code is here>>
     
    </form>
     
    Copy that and paste it into Webinar Jam   (as marked in blue in the image below):
 

Edit Your Webinar

  1. Edit your Webinar,   
  2. Go to the Integrations tab. 
  3. Select Active Campaign from the choices 
 

Add the code to the popup

  1. Paste the form code you copied from Active Campaign (Marked #1 Below)
     
  2. OPTIONAL. If you're collecting the phone number as well, make sure you enter the name of the phone
    field in the textbox. To find that in your code, look for this line:
     
    <input type="text" name="phone" />
     
    Notice this part:  name="phone"
     Enter 'phone' in the text box.  (Marked #2 Below)
     
  3. Press Select (Marked #3 Below)
 
 
Save & Next through the remaining pages to publish your webinar!
 
 

If Active Campaign is not Getting both the Name and Email

 
Sometimes Active Campaign will not add the name and email as it should... if this is the case, add Active Campaign under "Other" ....

Edit Your Webinar

  1. Edit your Webinar,
  2. Go to the Integrations tab.
  3. Select Other from the choices
 
 

Add the code to the popup

  1. Enter the html <form.... /form> code from your NotePad (Marked #1 Below)
     
  2. Enter the name of the name field in the textbox. To find that in your code, look for this line:
     
    <input type='text' name='fullname' >​

    Notice this part: name="fullname"
    Enter 'fullname in the name text box. (Marked #2 Below)
     
  3. Enter the name of the name field in the textbox. To find that in your code, look for this line:

    <input type='email' name='email' >

    Notice this part: name="email"
    Enter 'email' in the name text box. (Marked #3 Below)
  4. Press Select
     
     
 
Save & Next through the remaining pages to publish your webinar!
 

 

Deep Integration

IMPORTANT NOTES

NOTE:  Tags are not added immediately. Tags that are based on not attending or time based tags are added 8 hours after a webinar.

 


Why does it take 8 hours 

We know 8 hours seems like a really long time to apply the tags. But, this allows for better tag application throughout the day, which means greater accuracy for you. Now let me explain the timing of the specific types of tags.

The registration tag is given top priority, which means it is added almost immediately. Attended Live, and purchase are the next highest priority.

Next Priority is Replay, which means it may take a few hours to apply, and finally the time based tags. Yes, it may take 8 hours for these tags, but this is more r
eliable, and allows for more complete and accurate data across all your webinars! :-)

 


.

Getting Your Active Campaign API Key

First you'll need to login to your Active Campaign account

  1. On the top-left click the Active Campaign logo
  2. click on Developer from the dropdown 

 

Open the API tab, it will be on the far right.

 

  1. Copy the API URL (Marked #1 Below)
  2. API Key (Marked #2 Below) from this page.

 

Adding Active Campaign Deep Integration to Webinar Jam

  1. To add those codes to your webinar, you'll need to edit your webinar (Marked #1 Below)
  2. and go to the Integrations tab. (Marked #2 Below) Click on the pencil icon for 'Email autoresponder integration'
  3. Click the Active Campaign logo from the choices (Marked #3 Below)

 

In the pop-up that appears, click 'Deep integration'

Once here, enter your api details.

  1. Enter the API URL (Marked #1 in the image)
  2. Enter the API key (Marked #2 in the image)
  3. Click Connect (Marked #4 Below)
  4. Click the List button (Marked #3 in the image)  You would now be able to choose the list you'd like to add people to from the List name dropdown

 

Click on the Tags tab and enter the tags you'd like to use.

You don't need to create these tags inside Active Campaign (though that can be done as well). You can use any tags created on the fly and Active Campaign would record them.

 

Filtering Contacts Using Tags

  • In your Active Campaign account, click on Contacts at the top

 

In the list that appears, click on the Filter by tag button, and enter the name of your tag. This would bring up a list where you can click on the tag name. You'll now be able to view all contacts that have the selected tag attached to them

 

 
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