Active Campaign is a powerful marketing automation platform that lets you seamlessly sync your school’s users and leads with your email lists. By leveraging its robust email marketing capabilities, you can boost your school's conversion rates and enhance your marketing efforts.
In this article, we will learn how to integrate Active Campaign with your LearnWorlds school.
Set up your Active Campaign account
1. Login to your Active Campaign account or sign up if you are new to Active Campaign.
Learnworlds lets you sync to Active Campaign, two distinct LearnWorlds groups: registered Users and Leads. For that reason, it provides you with the option to sync them to different Active Campaign lists.
An optional step is to add Custom Fields to your Lists to make your campaigns even more targeted. Check this article for the detailed process. You can find out more about Custom Fields below:
A. User Custom Fields: Υou can sync with Active Campaign the following user information stored in LearnWorlds:
- General custom fields are populated as a result of the user’s activity.
- Custom sign-up fields are collected upon the user’s registration.
- UTM parameters.
B. Leads Custom Fields: LearnWorlds allows syncing the information set for each lead with Active Campaign. This information is a mix of activity and systemic fields, populated as a result of the lead’s activity while subscribing from within email grabbers.
Notes:
- To sync any of these fields, you must first create the corresponding custom fields in the selected lists to sync your users and leads with Active Campaign.
- The fields should be in text format, and they should NOT be set to required.
- New custom fields/Merge tags will appear after creating Custom Sign up fields and tags created from a Newsletter section (email grabber section).
Connect your Active Campaign account
1. Click on Settings → Integrations → Email integrations.
2. Click on Active Campaign and check the Activate box. Two new fields will appear under the ActiveCampaign API key and ActiveCampaign API Url.
3. To fill these fields, go to your ActiveCampaign account and navigate to Settings → Developer. Copy the API key and API Url.
4. Return to your school, paste the key and URL to the respective field, and click Save.
Select your Active Campaign lists
You can select the Active Campaign lists created for your users and leads captured on your pages (through email grabbers sections).
Sync your contacts with Active Campaign
As soon as you have selected your lists, all you need to do is click on Sync your contacts with Active Campaign. Use the Sync your contacts to Active Campaign button every time you select a new list to sync your school’s Users and/or leads.
Use the Update Lists button every time you need to make available the latest list changes in LearnWorlds.
Your users and the changes in their data are synchronized automatically in real time. However, if you add tags via an excel file, as shown in our respective article, if you add tags after a mass import of users to your online school, or if users already had tags before the first sync, then the user tags will not be synced with your Active Campaign account.Auto-tagging
When a user (or you, on behalf of the user), performs an action in LearnWorlds, the latter will automatically apply an action-specific tag to that user in Active Campaign.
Auto-tagging is available for the following actions:
- User enrolls to a product: A product can be any course (paid, free, or with a payment plan), bundle, or subscription. The action will also be triggered by manual enrollments.
- User previews a free section of a paid course.
- User is awarded a certificate.
- User completes a course.
- User is a paying customer: The lw-paying-customer tag is applied to any user who has purchased at least one course.
Tags are synced automatically in real-time, but only when the tag is added to the user in LearnWorlds and the Auto-tagging feature is already enabled. Any tags assigned to a user before Auto-tagging is activated will not be synced.Glossary
You can review the terminology mentioned in Active Campaign's glossary.
You can integrate with multiple email marketing platforms, each supporting different forms and campaigns!