Installation & Configuration of our Active Campaign Addon (Tags Version)
There are two versions of ActiveCampaign integration: Lists Version and Tags Version. They cannot be used together. This document covers the Tags Version of the ActiveCampaign integration for MemberPress. Click Here for the Lists Version documentation.
This add-on is included with your purchase of the Plus or Pro edition of MemberPress.
Step 1 - Install ActiveCampaign Add-on
In your dashboard, head to MemberPress -> Add-ons and click to install the ActiveCampaign (Tags Version) add-on. Once it's installed, it will be automatically activated as well, and you'll then see the ActiveCampaign integration available in the "Marketing" tab of the MemberPress Settings page.
Step 2 - Get ActiveCampaign Account ID
Login to ActiveCampaign.com to get your Account ID (it looks like 1234567890123). Then paste it into the Active Campaign Account field shown below.
Please note that after you input the Account ID that looks like 1234567890123, and MemberPress does not populate your Active Campaign List, it may be because you have a newer Active Campaign account. In this case, the ID may be your username. Normally, it's the bold part in the URL you use to access Active Campaign like so: http://username.activehosted.com/admin/. This is how it would look like:
The "Account name" value is what you need to enter into the Active Campaign Account field on this screen.
Step 3 - Get ActiveCampaign API Key
Login to ActiveCampaign.com, then click on your profile to expand the menu list and click on Settings.
Then click on the Developer option to find your API Key.
Step 4 - Paste ActiveCampaign API Key in MemberPress
Copy The API Key from Step 2 into the ActiveCampaign API Key field, as shown below.
Step 5 - Select ActiveCampaign list
Once MemberPress has established a connection, select your ActiveCampaign List from the drop-down option. All users (paid or not) will be added to this list when they signup.
Step 6 - Select a Form (Optional)
If you need/want to enable Double Opt-In's (user must confirm email by clicking the link) and have a Form set up in ActiveCampaign that requires a Double-Opt-In, then you can choose that form in order to require a Double-Opt-In for your joining members.
Step 7 - Enter Global Tag(s)
Enter in the tag(s) you wish (comma separated) all users to get when they signup for your site. Note: ALL users will get this tag, whether they pay or not. For more granular control over your tags, we recommend Step 8 below.
Step 8 - Per Membership Tags (Optional, but STRONGLY recommended)
The Per-Membership tags are a great way to automatically segment your members into different lists for marketing purposes.
Once you have ActiveCampaign enabled, a new option becomes available under the "Advanced" tab of the Membership Options on the membership edit pages. This option allows you to enter tag(s) that only members who purchase that Membership should receive. Members will automatically have the tags applied or removed depending on their current Subscription status (when active, the tag is added, when inactive, the tag is removed) for that Membership. These tag(s) must be different from the Global tag(s) you have specified in the Options AND should be different from other Per-Membership tags as well.
To enable and set up your Per-Membership tags, simply navigate to your MemberPress > Memberships page > click edit on your Membership > go to the Advanced tab > and then click the checkbox for the "Active Campaign tags for this Product" option. With that checked, you will be able to enter the tag(s) you want active members of this Membership to have.
And you're done!
Now just configure MemberPress to use the correct Campaign(s) as described on our Marketing page, and you're all set!
I'm confused; help!
Shoot us an email from our support page if you need any further assistance with this integration.