Want an easier way to manage contacts coming through your forms? Our ActiveCampaign integration could be just what you need.
Are you looking for a way to streamline customer management, marketing and sales in your business? Enlisting the help of a tool like ActiveCampaign can boost your efforts and save you valuable time when building your company.
What is ActiveCampaign?
ActiveCampaign is an email marketing and marketing automation tool with CRM and sales built in.
However, ActiveCampaign isn’t just for email marketing. You can use it with a whole host of other things such as CRM systems, sales departments and messaging. It’s a popular tool that helps many of our users. So, we thought we’d make a post about how to use ActiveCampaign with WordPress forms.
Why set up ActiveCampaign forms for your website?
Using ActiveCampaign alongside WordPress is a great way to do more with your website. But you can go even further when you use it alongside Formidable Forms.
With Formidable Forms' ActiveCampaign WordPress plugin, you can link up your ActiveCampaign account to create high-converting web forms. This will set your website apart from the rest and increase the potential that you can do with it.
ActiveCampaign is a big name in marketing and automation. There are numerous benefits to using their tool to maintain good relationships with customers. You can read about their success stories through their website if you want an idea of what the program can do. It makes sense to use it within WordPress forms.
You won’t need to log in to ActiveCampaign
One of the key benefits of using any of our integrations is that you often only need to set it up once.
Once you've set up the integration between ActiveCampaign and Formidable Forms, you can create unlimited forms. All you need to do is go through WordPress and Formidable Forms.
This saves you so much time and removes the need to have several tabs open at once to do one thing.
With that in mind, here are some simple steps to get ActiveCampaign forms set up on your WordPress website.
Step 1 - Install Formidable Forms
The very first step is to install our WordPress forms plugin, Formidable Forms.
Step 2 – Install ActiveCampaign on your WordPress website
In your WordPress dashboard, find ‘Formidable’ and ‘Add ons’. Here, you should find an option for the ActiveCampaign WordPress plugin.
Click to install and you’re ready to get started.
Step 3 – Set up the ActiveCampaign integration
Once ActiveCampaign is installed, it’s time to set up the link between it and Formidable Forms.
First of all, go to Formidable’s ‘Global Settings’ and then click on ‘ActiveCampaign’.
In another tab, go to ActiveCampaign’s website and log in to your account. In ‘Settings’ and under ‘Developer’, you should see a API URL and an API key.
Copy these and paste them into the related boxes on Formidable Forms.
These two apps should now be linked up and you're ready to start creating ActiveCampaign forms in WordPress.
Step 4 – Create an ActiveCampaign form
If you have already got a form you wish to use with ActiveCampaigns, open it with the form builder. Alternatively, create a new form for this purpose.
Once you’ve got a form ready to go, head over to ‘Settings’ at the top of the form builder.
Click on ‘Actions and Notifications’ on your left. You should see an icon for ActiveCampaign under Email Marketing. Click on that. This will add an ActiveCampaign form action to your form.
For easy reference, give your new ActiveCampaign action a Label.
Step 5 – Select your ActiveCampaign list
The next thing to do is select the ActiveCampaign list you wish to use.
Connect all the fields from your form with ActiveCampaign fields. It’s important to map all of the required ones in order for the form to work.
All that’s left to do is submit the form. This will add a new contact to ActiveCampaign.
Enjoy your new ActiveCampaign integration
That’s all there is to it. Integrating ActiveCampaign with Formidable Forms is so simple and beneficial to your website.
You’ll benefit from two powerhouse plugins working side-by-side. The benefits of Formidable Forms and ActiveCampaign will help you manage all your contacts in a much simpler way.
That way, you're free to pursue new leads or manage the accounts of current customers. You can transform your sales process, your marketing and lead capture too.
We hope you’ve found this tutorial helpful. We offer a range of different integrations with other third-party programs, from CRM systems, to sales, marketing, and payment processors. All will help you get more from your WordPress site and are simple to set up. We also offer a range of other integrations with email marketing platforms such as Infusionsoft, Constant Contact and Campaign Monitor.
Not already using Formidable Forms? We’d love to share with you all the fantastic features that make this plugin the best form builder around.