Umbraco has for a long time been in the process of expanding and improving the platform with an increased focus on integrated solutions - also referred to as DCP (Digital Experience Platform). Recently, there have been integrations for HubSpot and Microsoft Dynamics 365. And now there has also been an integration for ActiveCampaign.
The integration between ActiveCampaign and Umbraco is the latest among many new integrations that you can see on the Umbraco Marketplace.
With an integration to ActiveCampaign, you get a lot of advantages and the possibility to streamline data with your Umbraco platform. You can ensure that your e-mail marketing communicates with your CMS system. And it provides a better and more optimal user experience.
To integrate ActiveCampaign, you need at least version 10.1.0 for Umbraco CMS and Forms.
What is ActiveCampaign?
Do you know ActiveCampaign? We give you a brief overview here.
ActiveCampaign is a marketing platform and cloud software platform with many functions and features that combine email marketing, marketing, automation, sales automation, and CRM in one platform.
With ActiveCampaign you get an email system with advanced tools such as dynamic content, automated flows, lead scoring, site tracking, event tracking, nuanced segmentation, tagging, and much more.
It is your ultimate supplement to your Umbraco which constantly learns from users' data and provides both efficient and personalized options for email distribution. With an integration to ActiveCampaign you can better organize customer data, develop your communication channels, and automate your marketing processes.
If you are not already familiar with ActiveCampaign here is a sample of the many advantages of the system:
- Build effective newsletters
- Set up advanced automations
- Get unlimited customization options
- Take advantage of your tracking
- Use dynamic content
There are many very good reasons to consider ActiveCampaign for your business. If you do not already have a user in the system you can use a free trial where you can test the system for 14 days with up to 100 contacts and up to 100 e-mails sent.
The integration between Umbraco and ActiveCampaign makes it possible to synchronize contact information, see updated contact information, add contacts to accounts, and integrate the forms in Umbraco.
Does that sound interesting to you? Lean back and read here how you can get started.
Connect ActiveCampaign Forms to din Umbraco CMS
With an integration between ActiveCampaign Forms and Umbraco CMS you can build, optimize, and get the most out of your contact database. You can collect information from your forms in ActiveCampaign directly in Umbraco. In this way you always have an accurate and up-to-date overview of customers and lists, and you avoid the silo effect that can arise from working in parallel between two separate systems.
We will give you an overview of how you step by step integrate ActiveCampaign Forms into your Umbraco solution.
1. Get your API URL and key
You will find your API URL and API key under Settings > Developer
Source: Umbraco
2. Configuration
Now you need to add your API URL and key to your site's configuration.
3. Use of CMS integration
Using the ActiveCampaign Form Picker allow you to create a new data type and then add it to your desired content type.
If your configuration from step 2 is valid your forms from ActiveCampaign will be accessible by sending requests to the ActiveCampaign API using the API key. Here you will get a list of the available forms to choose from, and your forms will then be rendered to your Umbraco according to the design you have added from ActiveCampaign.
There are various options for configuring forms in ActiveCampaign e.g. embedded forms with JavaScript and CSS where the changes to the forms in ActiveCampaign are rendered immediately. Another option is full embedded form with HTML and CSS where form modification in ActiveCampaign requires re-inserting the embedded form code on the website.
Source: Umbraco
Connect ActiveCampaign Contacts to your Umbraco Forms
The next thing you can do is integrate your ActiveCampaign Contacts. And here the procedure is a bit different.
In ActiveCampaign the focal point is the contacts each with their own unique email address. And these contacts are often also your current or potential customers. Therefore it can be very valuable that these are also integrated into your Umbraco so that you can improve your data base across platforms. Contacts in ActiveCampaign can consist of only an email address without any other information but by default the following fields are configured:
- E-mail (required)
- First Name
- Last Name
- Telephone
1. Configuration
When you need to integrate contacts from ActiveCampaign you first of all need to identify the unique email addresses. You do this by inserting "AllowContactUpdate" in the configuration which identifies contacts via email where you are already guaranteed that duplicates will not be counted. And by setting "AllowContactUpdate" to True you ensure that the contact person is constantly updated with the latest information from the form.
You can use “ContactFields” to include the associated form fields which must be relevant contact information for you. That way in addition to seeing the email address you can also see what the contact has filled in the other fields of a given form. Again this can be valuable information that is worth having easy access to directly from Umbraco.
2. Setup in ActiveCampaign
The next step is to connect an ActiveCampaign Contacts Workflow to a form, configure the relation between the contact properties and the form fields, select an account and map any custom contact fields. Under each contact you can manage the fields you want to see and use yourself.
Finally, the list of user-defined fields from ActiveCampaign must be retrieved and then you can select the user-defined fields that you want to include in Umbraco.
And now you are ready to see both contacts and their information from the form fields.
Ready, Set, Go!
With this review you are one step closer to the connection between ActiveCampaign and Umbraco. And soon (hopefully) you can enjoy the many benefits it brings.
Are you still in doubt how to handle the integration MCB’s Umbraco team are ready to help you.
