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How to Connect ActiveCampaign to WordPress (Beginner’s Tutorial)
ActiveCampaign is a popular automation platform that offers tools for marketing automation, email marketing, CRM, sales automation, and much more. Connecting ActiveCampaign to WordPress will help you to create better email campaigns, maintain customer profiles, and improve customer experience.
Uncanny Automator is the no-code automation tool that can connect ActiveCampaign and WordPress. And we’re not just talking about core WordPress here. You can use our automation tool to connect ActiveCampaign to 80+ WordPress plugins and third-party web apps to automate important tasks.
In this article, we’ll show how you can easily connect ActiveCampaign to WordPress with the help of the Uncanny Automator plugin. We’ll also discuss some use cases for connecting WordPress and ActiveCampaign. Let’s dive in.
How to Connect ActiveCampaign to WordPress
In this section, we’ll show you how you can easily connect ActiveCampaign to WordPress with the help of an example – adding a tag to a user in ActiveCampaign for passing a quiz.
We’ll be using LearnDash as the LMS plugin for the sake of this tutorial. However, you can use any other LMS plugin of your choice as Uncanny Automator supports popular LMS plugins like LearnPress, Tutor LMS, LifterLMS, MasterStudy LMS, and more.
Now, you’ll have to create a recipe with at least one trigger and one action for automating any task in Uncanny Automator. In our case, the trigger is someone passing a LearnDash quiz, and the action is adding a tag to that user in ActiveCampaign (more on that later).
Without any further ado, let’s get started with the actual tutorial to connect ActiveCampaign and WordPress.
Note: You can use the free version of Uncanny Automator to follow this tutorial. However, you’ll have to upgrade to the premium version for unlimited usage.
Step 1: Create a New Recipe
The first step is to create a new recipe in Uncanny Automator. To do that, you need to head over to Automator -> Add new from the left sidebar of your admin panel.
This will open a new page and will ask you to select the recipe type. Since a user needs a WordPress account for completing the LearnDash quiz, select Logged-in users and click on Confirm to proceed.
Next, you should add a recipe name in the Add title box. This can be any name you want as it is just for future reference. You can also add a recipe category and recipe tags if you want.
Step 2: Configure the Trigger for Our Recipe
It’s time to set up the trigger for our recipe.
Here we want “a user passing a LearnDash quiz” as our trigger. So you need to select LearnDash from the list of available integrations to get started.
You’ll now see some trigger options to choose from. Go ahead to select “A user passes a quiz”.
Uncanny Automator will now ask you to choose a quiz from the Quiz dropdown. You can also select “Any quiz” to trigger the recipe when students complete any quiz on your eLearning site. For the sake of this tutorial, let’s choose a specific quiz from the dropdown.
Finally, you need to click on the Save button to make your trigger live. Let’s proceed to the next step now.
Step 3: Set Up the Action for Our Recipe
In this step, we’ll be configuring the action for our recipe – adding a tag to the user in ActiveCampaign.
One thing to understand here is you need to add contacts to ActiveCampaign first before adding tags to them or adding them to your ActiveCampaign lists. If you’re not sure whether a contact is already present in your ActiveCampaign account, you can first add an action to your recipe for adding contacts to ActiveCampaign. Then, you can add a second action for adding tags to the contacts or adding the contacts to a list.
So we’ll be adding the following two actions to our recipe (Uncanny Automator supports the use of multiple triggers and actions):
- Add the Contact to ActiveCampaign
- Add a tag to the Contact
Adding a Contact to ActiveCampaign
You’ll have to click on the Add action button to get started. This will open a list of integrations to choose from. Go ahead to select ActiveCampaign from the list.
If you’re using the ActiveCampaign integration for the first time, a modal window will open up and will ask you to complete the following 2 steps:
- Create a free Uncanny Automator account if you’re a free user or activate your license if you’re a premium user
- Connect your ActiveCampaign account to Uncanny Automator
After completing the above two steps, you should close the modal window. Your recipe page will automatically reload after that. Now, you’ll see the list of options to choose from. Go ahead to select “Add a contact to ActiveCampaign”:
Clicking on that option will open up some new fields like email address, first name, last name, and phone number. We’ll be adding dynamic tokens to these fields. In case you’re not aware, dynamic tokens, in Uncanny Automator, are variables that can retrieve data from the WordPress database.
In the Email address field, click on the Asterisk icon and add the User email token to that field.
Similarly, you should add the User first name and User last name tokens to the First name and Last name fields. The Phone number field is optional, so you can leave it blank.
Lastly, you need to check the option – “If the contact already exists, update their info”. This option is useful to check if a contact is already present in your ActiveCampaign account.
After that, you need to click on Save to make this action live.
Adding a Tag to an ActiveCampaign Contact
Let’s click on the Add another action button for adding our second action. Next, select ActiveCampaign from the list of integrations to proceed.
Now, you need to choose the option – “Add a tag to a contact”:
Selecting that option will open up 2 new fields – Tag and Email.
First, you need to choose the tag from the Tag dropdown. In case a tag is missing, you need to go to the Automator -> Settings page, and then click on the “Refresh available tags, lists, and custom fields” button, present in the ActiveCampaign tab. Now, on refreshing the recipe page, you’ll find the tag in the Tag dropdown.
Next, in the Email field, you need to click on the Asterisk icon to add the User email token.
Finally, you should click on the Save button to make your action live.
Step 4: Make Your Recipe Live
The final step is to publish our recipe. To do that, all you need to do is change the toggle option, present in the Recipe box, from Draft to Live.
Congratulations! Your recipe is live now. From now on, Uncanny Automator will automatically add a tag to a user for successfully passing a quiz on your eLearning site.
Use Cases for Connecting ActiveCampaign and WordPress
The above tutorial was just a starting point. You can automate different tasks by connecting ActiveCampaign to 80+ WordPress plugins and 3rd-party web apps.
Uncanny Automator offers useful triggers and actions for ActiveCampaign. You can use them to perform email marketing and CRM automation based on e-commerce orders, form submissions, donations, event registrations, and much more.
For example, you can use ActiveCampaign actions like adding a tag to users or adding them to a list when the following conditions are triggered:
- A user joins a BuddyBoss or BuddyPress group
- Users record a Passed verb in Storyline (via Tin Canny Reporting)
- Students completing a course and submitting a course evaluation form
- Someone purchases a product (via Easy Digital Downloads or WooCommerce)
- A person making a donation via GiveWP
- A person registers for an event via The Events Calendar, Events Manager, or Modern Events Calendar
- Someone submits a form (built using WPForms, Formidable Forms, Fluent Forms, Ninja Forms, or Gravity Forms)
You can also create useful workflows by using ActiveCampaign triggers like a tag is added to a contact or a tag is removed from a contact. However, you’ll have to enable triggers in the Settings area (Automator -> Settings) first to use them in a recipe.
Uncanny Automator makes it really easy to connect ActiveCampaign to WordPress. The best part is you can use the free version of our automation plugin to automate important ActiveCampaign tasks easily.
Note that the free version offers 250 app credits to try out app integrations like ActiveCampaign, Slack, HubSpot, Facebook, Twitter, and more. Once you use up the free credits, you can upgrade to Uncanny Automator Pro for unlimited usage, or you can keep using the free version without app integrations.
Of course, the Pro version allows you to use all the available triggers and actions, and you get to use premium features like scheduled actions and filtered actions.
If you found this article helpful, then please share it on Twitter and Facebook. Also, feel free to comment below if you’ve any questions.
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