Advanced Analytics for ActiveCampaign

The Advanced Analytics connector for ActiveCampaign simplifies the integration of your email marketing and automation data, delivering rich insights into campaign performance, deliverability, subscriber engagement, and sender reputation. By consolidating metrics such as delivery rates, opens, clicks, bounces, and spam complaints into interactive dashboards and reports, marketing and operations teams can monitor the health and effectiveness of their email program in real time.

Setting up the Integration

A user with administrator privileges (Account Admin and Organization Admin) can configure the integration.

Prerequisites

Before setting up the connector in Zoho Analytics, copy the Base URL and API key from your ActiveCampaign account:

Sign in to your ActiveCampaign account.
Click the Settings icon at the top right corner.
In the Settings page, navigate to the Developer section. Here
you can find the API URL and API Key.
Copy these credentials to setup the Advanced Analytics connector for Active Campaigns.

Import your ActiveCampaign data into Zoho Analytics

Follow the below steps to import your ActiveCampaign data into Zoho Analytics seamlessly:

On the Zoho Analytics home page, click Import Your Data.
Navigate to the Marketing tab and select ActiveCampaign from the available data sources.
In the Step 1: Import From ActiveCampaign dialog, enter the Workspace Name and Workspace Description (optional).
Enter the Base URL and API Key you copied from your ActiveCampaign account.
Click Authenticate ActiveCampaign to validate.
In the Step 2: Import From ActiveCampaign dialog, select the Modules and Fields you want to analyze.
Select the Data Timezone in which the date and time values should be interpreted.
From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
Click Create. Import will be initiated.

Note:

The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent once the initial fetch is complete.
The setup process can sometimes fail for a variety of reasons. In this case, we request you to access the Data Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.

Modules & Fields

The below table lists the modules and fields that will be synced to Zoho Analytics.

Modules	Fields
Email Campaigns	Id, User ID, Segment ID, Type, Source, Name, Created Date, Modified Date, Send Date, Last Date, Total Amount, Send Amount, Opens, Unique Opens, Verified Opens, Verified Unique Opens, Link Clicks, Unique Link Clicks, Subscriber Clicks, Forwards, Unique Forwards, Hard Bounces, Soft Bounces, Unsubscribes, Unsubscribe Reasons, Updates, Social Shares, Replies, Unique Replies, Tweet, Facebook, Screenshot, Type Text
Automations	Id, Name, User Id, Status, Entered, Exited, Hidden, Screenshot, Created Date, Modified Date
Accounts	Id, Name, Account URL, Contact Count, Deal Count, Created Date, Updated Date, Description, Address 1, Address 2, City, State/Province, Postal Code, Country, Number of Employees, Annual Revenue, Industry/Vertical, Phone Number
Contacts	Id, Organization, Email, Phone, First Name, Last Name, Bounced Hard, Bounced Soft, Bounced Date, Sent Count, Created Time, Updated Time, Deleted At, Preferred Language, contacts custom fiels 1, contact field 2
Account Contact Association	Id, Account, Contact, Job Title
Lists	Id, String Id, User Id, Name, To Name, Sender URL, Sender Reminder, Channel, Description, Non Deleted Subscribers, Active Subscribers, Created Time, Updated Time
Campaign Lists	Id, Campaign Id, List Id, Name
Segments	Id, Name, Logic, Segment Id V2, Created Time, Updated Time
Users	Id, Username, First Name, Last Name, Email, Phone
SMS Broadcasts	Id, Name, Subscriber Count, Send Count, Delivery Count, Reply Count, Failure Count, Optout Count, Click Count
Deals	Id, Account, Owner, Contact, Group, Stage, Title, Description, Is Disabled, Next Task Id, Value, Currency, Win Probability, Win Probability Modified Date, Status, Activity Count, Next Deal Id, Created Date, Modified Date, End Date, Forecasted Close Date
Deal Activities	Id, Deal, Stage, User, Automation, Deal Id, Deal Stage Id, User Id, Data Id, Data Type, Data Action, Data Old Value, Created Date, Is Add Task, Series Id
Pipelines	Id, Title, All Groups, All Users, Auto Assign, Currency, Created Date, Updated Date
Stages	Id, Title, Deal Order, Group, Order, Created Date, Updated Date
Tasks	Id, Status, Title, Note, Relation Type, User, Assignee, Owner Type, Owner Id, Outcome Id, Outcome Info, Created Date, Updated Date, Due Date
Task Outcomes	Id, Title, Sentiment, Disabled, Created By, Updated By, Created Time, Updated Time
Connections	Id, Service, Service Name, External Id, Name, Connection Type, Is Internal, Status, Sync Status, Last Sync, Logo URL, Link URL, Created Date, Updated Date
Ecom Customers	Id, Connection Id, External Id, Email, Total Revenue, Total Orders, Total Products, Average Revenue Per Order, Average Product Category
Ecom Orders	Id, External Id, Source, Email, Currency, Connection Id, Customer Id, Order URL, Shipping Method, Total Price, Shipping Amount, Tax Amount, Discount Amount, External Created Date, Total Products, Created Date, Updated Date, State, Order Date
Ecom Order Products Line Items	Id, Ecom Order, Connection Id, External Id, SKU, Name, Description, Price, Quantity, Category, Image URL, Product URL, Created Date, Updated Date

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.

1 Hour (Enterprise plan)
3 Hours (Standard plan and above)
6 Hours (Standard plan and above)
12 Hours (Standard plan and above)
Daily (Basic plan and above)

Handling Data Synchronization Failure

Data synchronization can fail if,

Authentication to the ActiveCampaign account has expired or was revoked.
The data type of a field is changed in the ActiveCampaign application.
The Modules and Fields selected for analysis are deleted in the source application.
The user who configured the integration no longer has permission to access the modules.

In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in-app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.

Once you have made the changes, click the Sync now option to resume the data sync. If the issue persists, mail us at support@zohoanalytics.com.

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.

Edit Setup: The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
Click Data Sources > Edit Setup.
1. The Edit Setup - ActiveCampaign dialog will open.
2. Modify the settings as needed and click Save.
Re-Authenticate: Re-authentication will be helpful when the API key or credentials are changed. In this case, the data sync will be paused, and the administrator who configured the connector must re-authenticate to resume the data sync.
To re-authenticate,
1. Click Data Sources > Re-Authenticate.
2. The Re-Authenticate ActiveCampaign dialog will open. Enter the credentials and click Authenticate ActiveCampaign.
Audit History: Use Audit History to review user actions and system events recorded for the ActiveCampaign data source. Learn more.
Sync History: Use Sync History to review data sync activity for the last 45 days, including sync time, status, and failure details. Learn more.
Data Source URL: Use the Data Source URL to open the Data Sources tab and view sync status, last sync time, and next scheduled sync. Learn more.
Remove Data Source: Use Remove Data Source to stop sync and delete the ActiveCampaign tables, reports, and dashboards associated with the integration. Learn more.

Transferring ActiveCampaign Connector to Another Admin

If the user who configured the ActiveCampaign connector leaves the organization or hands over administration responsibilities, ownership of the connector can be transferred to another administrator. This ensures uninterrupted data sync and continued access to the workspace.

For detailed steps on transferring connector ownership, refer here.

Data Modeling & Preparation

Zoho Analytics lets you prepare and model your ActiveCampaign data for analysis. Join tables using lookup columns or query tables, create formulas, and clean or transform data as needed. For more context on data modeling and preparation, see Data Modeling & Preparation.

Formulas

Zoho Analytics provides a set of pre-built formulas along with the connector. To access these formulas, open your ActiveCampaign Advanced Analytics workspace, click Data from the side panel, and click Unified Metrics. This lists all the prebuilt formulas and other formulas available across the workspace.

You can also create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to Formulas (Calculations).

How can you visualize and analyze ActiveCampaign data?

Zoho Analytics allows you to create a wide range of visualizations to analyze ActiveCampaign data and gain actionable insights into your email program. You can build reports and dashboards to track delivery and bounce rates, monitor open and click engagement, analyze spam reports and unsubscribes, evaluate sender reputation, and measure overall email performance across campaigns and recipients.

Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more. The chart type primer lists all the viz types available in Zoho Analytics.
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Sharing & Collaboration

Use fine-grained permission control over your shared data and reports, while collaborating with your colleagues & friends.
Efficiently collaborate with your users by setting up real-time commenting on a shared view.
Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
Export, email, and print reports in a variety of formats.
Use Zoho Analytics mobile apps (optimized for both iOS and Android platforms) and access data, reports, and dashboards on the go.

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance, kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.

United States: +1 (888) 900 9646

United Kingdom: +44 (20) 35647890

Australia: +61-2-80662898

India: +91 44 6965 6060