ActiveCampaign

Voucherify<>ActiveCampaign integration

In this section:

1

Integrating ActiveCampaign and Voucherify

2

Mapping Voucherify codes

3

Distribution with ActiveCampaign

In this short tutorial, you'll learn how to connect Voucherify and ActiveCampaign. This integration enables you to sync customers and exchange data between both accounts. 

You can send Voucherify codes to your ActiveCampaign account and later on share them with customers in an automated email campaign. To do so, you can use standard distribution or as a part of the referral program (distribution channel for rewards).

How to integrate Voucherify & ActiveCampaign?

Firstly, open your Integrations Directory and expand ActiveCampaign integration.

ActiveCampaign integration

Now, copy your API key and URL address (the endpoint) from ActiveCampaign settings. 

API credentials

Paste copied data into Voucherify.

Connecting Active Campaign

Click Connect and next synchronize contacts to Voucherify by mapping one of the ActiveCampaign fields (email or ID) to Voucherify customers. Confirm the mapping by clicking Enable. You can change the mapping later on.

Synchronize contacts

Source_id is a unique identifier for a customer in the Voucherify database. When you use validation rules that require customer verification, for example, "one redemption per customer," each time someone tries to redeem the code, Voucherify verifies if the source_id attached to this customer wasn't already used to redeem code in this campaign.

When the mapping is ready, and API access data are in place, you can confirm integration. From now on, you can use ActiveCampaign as a channel in Voucherify distributions and as a channel for automatic delivery of referral rewards.

You can test the integration by adding a new contact to your ActiveCampaign account and then checking whether the new contact appeared in Voucherify. 

Adding contacts

The integration will only synchronize the contacts added  after the integration is confirmed. It will not automatically map old contacts. You can upload your ActiveCampaign contacts by a CSV import.

Mapping Voucherify codes

In the Distribution Manager, you can choose ActiveCampaign as a distribution channel. As a result, Voucherify will deliver codes to customer profiles in your ActiveCampaign account. Then, you can send these codes to your customers using ActiveCampaign email templates. 

After choosing the channel, you can see the voucher attributes such as publication (sending) date, balance (value) of the code, and finally, the code itself. For now, the fields are going to be empty as you need to set them up in ActiveCampaign first. Go to Lists and Manage Fields and add a new field. 

Add Field

Active Campaign field

You can add more fields that are going to represent:

  • Code of the published voucher (already added). 
  • Publication date. 
  • Value of voucher. 
  • Customer cockpit URL.
  • Customer cockpit Preference Center URL.
Please visit this tutorial to learn more about fields in ActiveCampaign.

Distribution with ActiveCampaign

After adding the field, you can use it in Voucherify Distribution

Let's create a distribution of 25$ discount codes for all new customers via ActiveCampaign. 

  • Choose distribution trigger (customer entering segment – New Customers).
  • Select the purpose of distribution (send codes from the campaign).
  • Build a segment for ActiveCampaign users (source is ActiveCampaign).

Customer segment

  • Choose marketing permissions or disable consent verification. 

Finally, in the third step, select the delivery channel – ActiveCampaign. 

ActiveCampaign as distributionchannel

Enable ActiveCampaign as your distribution channel and proceed to map fields. 

Fields mapping

Now, Voucherify codes from the given campaign will be published (assigned) to a single customer profile the moment he/she enters the predefined customer segment.

You can also use ActiveCampaign as a channel that delivers rewards to referrers. In the 6th stage of a referral program set up, you can choose ActiveCampaign as notifications channel and send rewards to customer profiles in ActiveCampaign. Same as before, a code will be presented in the customer profile as a custom field.

ActiveCampaign 3

Please follow this tutorial to learn how to combine a referral campaign with ActiveCampaign. 

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