In this short tutorial, you'll learn how to connect Voucherify and ActiveCampaign accounts. This integration enables you to sync customers and exchange data between both accounts.
In this section:
Integrate Voucherify & ActiveCampaign
Firstly, open your Integrations Directory and expand ActiveCampaign integration.
Now, copy your API key and URL address (the endpoint) from ActiveCampaign settings.
Paste copied data into Voucherify.
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.
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.
Before you create Voucherify Distribution and map codes, you need to add needed custom fields to ActiveCampaign profiles. The fields will represent codes attributes.
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. To map codes attributes, choose the fields added to the ActiveCampaign. If you can't choose ActiveCampaign as a channel, check if you added your custom fields to ActiveCampaign profiles. Go to ActiveCampaign dashboard and choose Lists > Manage Fields and Add 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.
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).
- Select the purpose of distribution (send codes from the campaign).
- Build a segment of message receivers (to attach code to every new customer in ActiveCampaign create a segment with filter Source is ActiveCampaign).
- Choose marketing permissions or disable consent verification.
Finally, in the third step, select the delivery channel – ActiveCampaign.
Enable ActiveCampaign as your distribution channel and proceed to map fields.
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 a 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.
Please follow this tutorial to learn how to combine a referral campaign with ActiveCampaign.