The Active Campaign Integration/addon allows Quiz and Survey Master to integrate with the Active Campaign service.
Table of Contents
Once you have purchased the addon, you will have access to download the addon. You need to install and upload the addon as a normal WordPress plugin. To do so, go to the Plugins page and click Add New. Then, click Upload.
From there, upload the zip file that you downloaded when downloading the addon. Once the addon has been uploaded, you should now have the plugin QSM – ActiveCampaign Integration listed in your list of plugins. Activate that plugin. Once activated, the addon will add a new tab in the Addon Settings labeled “ActiveCampaign Integration”.
Before you can use the Campaign Monitor addon, we must first enter the Addon license key, Active Campaign API Key, Active Campaign API URL, Active Campaign Event Tracking Key, Active Campaign Event Tracking ID & Active Campaign Event Name.
Adding Your License Key
Enter your license key from your account into the “Addon License Key” field on the “Active Campaign Integration” tab of the “Addon Settings”.
Adding Your API URL and KEY
To get the API Access (API URL and Key) of Active Campaign you need to login to your Active Campaign Account. Goto to Account Settings > Developer > API Access.
Copy the API URL and key and paste it into the Your Active Campaign URL and Key field respectively in the “Addon Settings” page.
Adding the Event Tracking Key
To add the Active Campaign Tracking Key & ID from your Active Campaign account go to Settings > Tracking and Enable the Site Tracking Feature.
Whitelist your website by adding the URL in the “Add Website URL” field and hitting the “Add” button.
After whitelisting, Enable the “Event Tracking” feature which will generate a unique Event Key, Copy the Event Key and paste it in the Active Campaign Addon Settings page.
Adding Active Campaign Event Tracking Name & ID
On the Active Campaign Settings > Tracking page. You need to add a new event, give the event any name, and hit the Add button.
Now, to get the Tracking ID, click on the blue link that says “Event Tracking API”. Clicking on it will open up a popup with the Event Tracking API that houses the Event Tracking ID. Copy the ID and paste it into the Addon Settings Page.
Once you have entered all the required data in the Addon Settings Page make sure to click the “Save Changes” button. If all goes well you will be notified with an integration success message.
ActiveCampaign Integration Setup
Once you are done with the addon settings, you can use the new “Active Campaign” tab when editing your quiz or survey.
First select the list you want to add the user email to, in the “Subscribe user to list:” option.
Next, if you want this quiz or survey to be integrated with Active Campaign, then set the “Enable Active Campaign Integration for this quiz” to “Yes”.
You can allow the user to choose to subscribe by checking a checkbox or you can have the user automatically be subscribed to the email list.
To allow the user to opt-in manually, set the “Subscription Mode” to “Optional” this will Display the checkbox for optional subscribing and you can set the display text in the corresponding field.
Else, If you want the user to be automatically subscribed to the email list, then simply set the previous option to “Automatic”.
In the option that says “Minimum Score” you can Enforce a minimum score for subscription for that you need to enter the minimum score, so if the user’s minimum score matches with the set score then the user will get subscribed.
Using the “Select Question” dropdown the selected question will be used to create a unique tag for emails in your list. The tag is generated based on the response to the selected question by the user. Learn more about this feature in the Get all the answers as tags section below.
Next, in the option “Map Quiz Score” you can add an Active Campaign tag to a minimum and maximum Active Campaign score.
Enabling the “Send question and answer option” will allow you to send the question and answer attempted by the user to the Active Campaign Subscription list.
Enabling the “Send quiz score” option lets you send the quiz score to the active campaign.
Also, If you want to track the URL (UTM) Parameters passed with the quiz you can do so by enabling the “Send request parameters” option.
Get All the Answers as Tags
QSM Active Campaign Integration addon has this amazing feature to get all the answers submitted by the user as Active Campaign Tags.
To put this function to use, you first need to select the questions for which you want the tags to be generated. From the Active Campaign Addon goto “Select Questions” and select the required questions for the drop-down. Hit “Save Settings” to save your changes.
Once the user attempts the quiz and answers the questions, the submitted answers automatically get generated as tags in Active Campaign. You can verify this by navigating to your Active Campaign Account > Contacts > Individual Contact > Tags.
The length of the generated tags totally depend on the answers submitted by the user. If you have a question with a “short answer/paragraph” then the length of generated tags may increase as per the submitted answers.
Note: For this feature to work successfully, you must allow the user to check the Newsletter Subscription checkbox manually and for that, you must set the Subscription Mode to “Optional” from the Active Campaign Integration settings.
Active Campaign Custom Fields
Active Campaign addon now lets you map custom fields with your ActiveCampaign Account fields via. the “Active Campaign Custom Fields” Tab.
To use this feature, you first need to enable the “Use custom fields for question and answer” option. After enabling this option you can now select any question from your quiz and pair them with the custom fields of your Active Campaign Subscription.
However, this requires you to first have a few custom fields created in your Active Campaign account. If you haven’t created then, from your Active Campaign account navigate to Contacts > Edit the Preferred Contact > Manage Fields > Add Field. Follow this document to create custom fields.
Once you are done creating custom fields, get back to the Active Campaign Addon. On the “Active Campaign Custom Fields” Tab you will see a list of all the custom fields and you can select the corresponding questions from the dropdown and associate it with each other.
Once you are done setting all the options, go ahead and hit the “Save Settings” button to save all the settings. Next, go to your Active Campaign account and view the collected user emails for that quiz.
Email Opt-in Status in Quiz Results
If you have enabled the Active Campaign subscription mode to Automatic or Manual opt-in then you can now see the user email subscription status inside the quiz results too.
Once the user’s email is successfully added to the contact list. The text “ActiveCampaign Subscribed” will be visible inside the User Details section of the Results. This can be verified by navigating to QSM > Results > Quiz Results > User Details.
Note: This works in both the subscription methods Automatic and Manual.
If you have any trouble implementing the Active Campaign Integration Addon or have more questions about the process, please fill out a support ticket and our support guru will be able to help you.