ActiveCampaign is a wonderful email marketing and sales CRM system combined – a great match for Evalinator.
You will turbo charge your ActiveCampaign investment by using Evalinator because you can build exceptional context into your nurturing flows set up in ActiveCampaign.
Integration is simple.
You will need:
- Account URL: This is for the account that you have with ActiveCampaign.
- API Key – The API key will authenticate Evalinator to your account so it can add contacts and assign them to lists.
- List Id (optional)– You may want to create a new list of ActiveCampaign to so all your contacts using Evalinator are segmented and separate. This will be useful to generate communications as you work with the Evalinator users on their goals. The list id can be found by clicking on your lists in ActiveCampaign, then clicking on the list name. You will see the “listid” in the URL that shows in the browser. Copy the listid – it should be numeric.
Both the account URL and API key can be found on the Settings -> Developer section of your ActiveCampaign account. See screenshot below. The account name will be of the format: <<account name>>.api-us1.com, or something like that.
Once you have this information, there are 2 simple steps on Evalinator:
Step 1: Login to Evalinator, and then go the Manage Profile section from the top of the home page. Scroll down to the integrations sections, select “ActiveCampaign” from the drop down menu, and enter the account name and API key from ActiveCampaign in the input boxes displayed.
Step 2: The final step of the integration is from the assessment you have created. Edit your assessment, then scroll down to the integrations section, select ActiveCampaign, click on “Show Settings”, and then enter the ListId in the input box displayed. Finally, click on “Set as Provider” to make ActiveCampaign your designated email provider for the assessment.
That’s all! All respondents to your Evalinator will automatically be sent to ActiveCampaign. Depending on your settings, a second confirmation email may be sent from ActiveCampaign, although Evalinator has already validated the email addresss by sending the user a confirmation code before accepting the email address.