Installation & Configuration of our Active Campaign Addon (Lists Version)

« Configuring the Marketing Tab

There are two versions of ActiveCampaign integration: Lists Version and Tags Version. They cannot be used together. This document covers the Lists Version of the ActiveCampaign integration for MemberPress. Click Here for the Tags 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 (Lists 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 - Per Membership Lists (Optional, but STRONGLY recommended)

The Per-Membership lists are a great way to segment your members into different lists for marketing purposes automatically.

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 select a list that only members who purchase that Membership should be added to. Members will be automatically added to or removed from this list depending on their current Subscription status for that Membership. This list must be different from the Global list you have specified in the Options AND should be different from other Per-Membership lists as well.

To enable and set up your Per-Membership lists, simply navigate to your MemberPress -> Membership tab -> click edit on your membership -> go to the Membership Options -> Advanced tab -> and then click the checkbox for the "Active Campaign list for this Product" option. With that checked, you will be able to select a list from a drop-down of lists in your ActiveCampaign account. 

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!

Send Custom Fields to ActiveCampaign

By default, MemberPress sends email, first and last name to ActiveCampaign, as well as update global merge and per membership tags. If you want to send custom fields that you created in the MemberPress → Settings → Fields tab, you'd need to follow these steps:

  1. Go to WordPress Dashboard → MemberPress → Settings → Fields tab and create a custom field as explained in the Creating Custom Fields section of this article or just copy the slug of a custom field. In the example below the slug is mepr_company_name.

  2. Log into your ActiveCampaign account and hit the Lists icon on the left → Manage Fields → Contacts tab.

  3. Click on Add Field button on the top and you should see the modal window where you can add your custom field to ActiveCampaign list. In this example I inserted Company field:

  4. Once it's added, you need to copy the value in the Personalization Tag column:

  5. Go back to your WordPress Dashboard and insert the code below at the end of your theme's functions.php file or install Code Snippets plugin and add it there.

    add_filter('mepr-activecampaign-add-subscriber-args', function($args, $contact) {
      if(isset($_POST['mepr_company_name'])) {
        $args['field[%COMPANY%,0]'] = sanitize_text_field($_POST['mepr_company_name']);
      }
      return $args;
    }, 10, 2);
    	

    As you can see I copied personalized tag: %COMPANY% from ActiveCampaign and inserted it in the code.

When users sign up for membership, MemberPress will get the value entered into the custom field and send it to ActiveCampaign. You will see this value next to the new contact in the Contacts table of your ActiveCampaign account.

That's it. You can duplicate those steps to send as many custom fields as you want to ActiveCampaign! You need to just duplicate lines 2-4 in the code above and replace slug from MemberPress: mepr_company_name and personalized tag: %COMPANY%.

If you want to send a phone number to ActiveCampaign as well, you can use the default phone field provided by ActiveCamapaign. In that case, you don't need to create custom field on ActiveCampaign side, but create a custom field in MemberPress and insert the code below.

add_filter('mepr-activecampaign-add-subscriber-args', function($args, $contact) {
  if(isset($_POST['mepr_phone'])) {
    $args['phone'] = sanitize_text_field($_POST['mepr_phone']);
  }
  return $args;
}, 10, 2);

You can use the same steps to send address fields to ActiveCampaign. The slugs for address fields are:
mepr-address-one
mepr-address-city
-  mepr-address-country
mepr-address-state
mepr-address-zip

I'm confused; help!

Shoot us an email from our support page if you need any further assistance with this integration.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.