Active Campaign Integration With Evalinator – Better Automation. Faster Growth.

Active Campaign is an excellent digital marketing product that offers email automation, websites, and commerce.

You still need to address these challenges:

• Getting new customers into your contacts database in Active Campaign
• Building more context to personalize your lead nurturing automations

That’s where Evalinator comes in!

It generates new leads for you, engages existing contacts, and sends valuable zero party data into Active Campaign to really personalize your communications.

How to Integrate Your Active Campaign Automations with Evalinator

In just a couple of minutes you will be ready to send prospects who take an assessment on Evalinator to Active Campaign. Custom fields will be flagged so you can then define the automation you like.

For example, you can create a series of emails with helpful information about the topic your assessment covers.

At a high level, the steps are:

• Step 1: Retrieve your API Key and Account URL in Active Campaign
• Step 2: Set up the integration in Evalinator
• Step 3: Optionally map detailed personalization fields

Step1: Retrieve your API Key and Account URL in Active Campaign

Active Campaign has a robust partner ecosystem. It provides an API Key and Account URL that you can use to integrate 3rd party platforms such as Evalinator.

Here’s how you access the API key and URL.

Note: Be sure to keep the API key safe and not share with anyone (e.g.  on your video webinars!). If you feel it has been publicly disclosed, just reset it.

1. Access the settings menu on the bottom left
2. Then click on the Developer tab.
3. Copy the API Key and the API URL

Step 2: Set up the integration in Evalinator

Now for the second step.

Log into Evalinator, click on the assessment you are setting this up for, and then click on the “gear” icon to access the settings. Then click on the “Integrations” tab.

Scroll to Active Campaign and click on “Set as Provider”.

 

Enter the API URL and API Key, and click Save Credentials.

 

And that’s all!

Your Active Campaign instance has been integrated with Evalinator. Every time a new respondent takes your assessment, we will send that contact over to Active Campaign for you to nurture then as you see appropriate. If a contact already exists in Active Campaign, it will not be recreated so you don’t have to worry about duplication!

We also create a custom field automatically for you. This field is called the “integration_source”. We automatically put your assessment name in it so you can take the appropriate actions.

Example automations:

1. If new contact has been created and if “integration_source” contains “Business Assessment”, then send the welcome email titled “Thanks for taking the Business Assessment”.
2. If new contact has been created and if “integration_source” contains “Business Assessment”, then move the contact to the nurturing sequence “Business Assessment Follow Ups”.
3. If “assessment_score is between 50 and 80”, then send the email “We’ve got work to do”.
4. and so on.

 

Step 3: Optionally map detailed personalization fields

For most of us, this level of automation is good enough to start with.

But your automations can be even more personalized. You can map individual questions, dimensions, or profile fields!

Here’s what that mapping section looks like. And y

Quick note on GDPR Compliance

If you currently have a process in Active Campaign to manage GDPR regulations, then you can easily include Evalinator in it. Compliance is easy. Just log on to Evalinator, and let us know which contact to remove. We’ll keep the aggregated data and summary statistics the same, but enable you to comply with the regulations.

Good luck with your lead generation and customer engagement. For any questions, please get in touch with us.

Other Readings:

• Our guide on improving the effectiveness of sales follow ups.
• Our guide on creating a story-based 6-part email sequence

If you haven’t signed up yet for Evalinator, then sign up now – there’s no risk with a 3 week free trial!