ActiveCampaign Integration

  • Integration Setup
    • 1. Access Integrations
    • Navigate to Integrations in the Chat360 dashboard.
    • Search for ActiveCampaign.

    2. Connect Account
    • Under the Accounts tab, click Connect Account (or select an existing entry).
    ActiveCampaign API Key Screenshot

    • Retrieve your API Key from ActiveCampaign:
      1. Log in to ActiveCampaign and go to Settings → Developer.
      2. Copy the API Key.
    • Paste the API Key into Chat360’s Auth Key field.
    • Click Save. A confirmation message indicates a successful connection.



  • Creating an Automation Template
    • 1. Start in ActiveCampaign
    • In ActiveCampaign, go to Automations → Create Automation.
    • Choose Start from Scratch; optionally select a trigger or click Start Without Trigger.

    2. Add Chat360 Action
    • On the automation canvas, click the + icon and select Action.
    • Choose CX App → Chat360 Send Campaign.


    3. Configure Campaign Action
    • Connect: Ensure your ActiveCampaign account is selected.
    • Template Selection: From the dropdown, pick a Chat360 template:

    • To view parameter schema, go in Chat360 to Campaigns → (â‹®) View Code and copy the param_data and button_param_data JSON structure.
            
        {
            param_data:{},
            button_param_data:{}
        }

  • Map Fields: Map contact attributes (e.g., first_name, email) to template parameters. Add additional field mappings as needed.

    • 4. Activate Automation
    • Rename the automation for clarity.
    • Toggle Inactive → Active on the right panel.
    • Click Save.

  • Sending Campaign
    • 1. Create or Select a Contact
    • In Chat360, go to Contacts → Add New Contact.
    • Enter and save contact details.

    2. Trigger Automation
    • Open the saved contact’s detail page.
    • Click Automations and select the ActiveCampaign automation you configured.
    • The Chat360 template will be sent to the contact via ActiveCampaign.

  • Key Benefits
    • Seamless Two-Way Sync: Automatically push Chat360 templates into ActiveCampaign workflows without manual export/import.
    • Dynamic Personalization: Leverage mapped fields to deliver fully personalized WhatsApp messages at scale.
    • Unified Campaign Management: Run and monitor multi-channel campaigns from within familiar ActiveCampaign automations.
    • Reduced Time to Market: Quickly onboard new automations by reusing existing Chat360 templates.
    • Improved Engagement: Combine email, SMS, and WhatsApp outreach in a single, cohesive journey.

  • Real-World Use Cases
      • 1. Welcome Series Automation
      • Scenario: A new lead is added in ActiveCampaign.
      • Outcome: Immediately triggers a WhatsApp welcome message from Chat360, providing onboarding links and next steps.
      2. Abandoned Cart Recovery
      • Scenario: A contact’s status changes to “Cart Abandoned.”
      • Outcome: ActiveCampaign workflows send a Chat360 template reminding the user of items left in their cart, boosting recovery rates.
      3. Event Reminder Campaign
      • Scenario: An event registration date approaches.
      • Outcome: ActiveCampaign sends SMS, email, and a Chat360 WhatsApp reminder 24 hours prior, increasing attendance.
      4. Feedback Collection
      • Scenario: After purchase confirmation, a “Closed Won” tag is applied.
      • Outcome: Triggers a Chat360 template via WhatsApp, asking for a product review and CSAT feedback, streamlining post-sale insights.
      5. Subscription Renewal Alerts
      • Scenario: Subscription expiry date nears.
      • Outcome: Automation sends a personalized WhatsApp template reminding the user to renew, improving retention.

    By following these steps, teams can harness the combined power of ActiveCampaign’s automation engine and Chat360’s messaging templates to create engaging, data-driven customer journeys.

Up Next

Campaigns - Scheduled Campaign