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Active Campaign

The Active Campaign Integration/addon allows Quiz and Survey Master to integrate with the Active Campaign service.

Installation/Setup

Once you have purchased the addon, you will have access to download the addon. You need to install and upload the addon as a normal WordPress plugin. To do so, go to the Plugins page and click Add New. Then, click Upload.

From there, upload the zip file that you downloaded when downloading the addon. Once the addon has been uploaded, you should now have the plugin QSM – ActiveCampaign Integration listed in your list of plugins. Activate that plugin. Once activated, the addon will add a new tab in the Addon Settings labeled “ActiveCampaign Integration”.

Settings/Configure

Before you can use the Campaign Monitor addon, we must first enter the license key and the Active Campaign License Key, Active Campaign API URL, and API Key.

QSM Active Campaign Intergration Addon- Addon Settings
Active Campaign Addon Settings

Adding Your License Key

Enter your license key from your account into the “Addon License Key” field on the “Active Campaign Integration” tab of the “Addon Settings”.

Adding Your API URL and KEY

To get the API Access (API URL and Key) of Active Campaign you need to login to your Active Campaign Account. Goto to Account Settings > Developer > API Access.

QSM Active Campaign Intergration Addon- Copying API Key
Copy API URL and Key

Copy the API URL and key and paste it into the Your Active Campaign URL and Key field respectively in the “Addon Settings” page.

QSM Active Campaign Intergration Addon- API Key Success
Integration Success

Once you have entered your license key and API key, be sure to click “Save Changes” to save the page. If all goes well you will be notified with an integration success message.

SETTING UP THE QUIZ INTEGRATION

Once your API key has been added in, you can use the new “Active Campaign” tab when editing your quiz or survey.

QSM Active Campaign Intergration Addon- Active Campaign Tab

First, if you want this quiz or survey to be integrated with Active Campaign, then set the “Enable Active Campaign Integration for this quiz” to “Yes”.

Next, you can allow the user to choose to subscribe by checking a checkbox or you can have the user automatically subscribed. To allow the user to choose, set the “Display checkbox for optional subscribing or hide checkbox for automatic subscribing” option to “Show” and then fill in the “Text displayed next to checkbox if shown“. If you want the user to be automatically subscribed, simply set the previous option to “Hide”.

Next, select the list you want to add the user email to, in the “Subscribe user to list:” option.

In the option that says “Enforce a minimum score for subscription:” you need to enter the minimum score, so if the user’s minimum score matches with the set score then the user will get subscribed.

Next, in the option “ActiveCampaign Tag & Quiz Score Mappings:” you can add an Active Campaign tag to a minimum and maximum Mailchimp score.

Once you are done setting all the options, go ahead and hit the “Save Settings” button to save all the settings. Next, go to your Active Campaign account and view the collected user emails for that quiz.

If you have any trouble implementing the Active Campaign Integration Addon or have more questions about the process, please fill out a support ticket and our support guru will be able to help you.