Active Campaign
Installation
Navigate to the Zoho Cliq Marketplace.
Upon successful installation, a bot message will be posted.
API token authentication
Click Get started in the bot message to grant permission for Zoho OAuth account access.
Enter the API token and click Save Details.
Connect your account
Once you have authenticated your API token, click Connect your account.
Enter the URL to connect your account and click Submit.
Note:
To copy the API URL and token, in your Active Campaigns account, go to Settings and click the Developer tab.
Under API access, you will find the URL and API token.
Bot
The Active Campaign bot offers three actions: alerts, auto-reports, and help.
Alerts
Enable
Modify
Using the modify option, you can update your alert notifications for the events.
Disable
Using the Disable option, you can disable alert notifications in Cliq.
Auto Reports
With the Auto Reports bot action, you can generate and share campaign reports in designated channels.
The bot action provides two key options: Create and View.
Create
View
Help
By selecting the Help bot action, the bot will post a message to guide you through what the integration offers.
Widget
The Active Campaign widget has four tabs: Campaigns, Pipeline and Deals, and Contacts and Help.
Campaigns
This section shows a complete list of your campaigns, including their status and creation date.
- View Campaigns: This directs you to a detailed page to explore and review specific information about the selected campaign.
- Report and Engagement: Access insightful reports showcasing various metrics related to the campaign, presented in both tabular columns and pie charts, for a comprehensive understanding.
Pipelines and Deals
This section shows the list of all your pipelines, where you will be able to see the stages of your pipelines and details.
For each pipeline, two options are available:
View pipelines: This directs you to a detailed page to explore and review specific information about the selected pipeline.
Stages: You gain access to a comprehensive list of various pipeline stages and detailed deal information.
Contacts
Help
This section provides an overview of some tricks and tips that will guide you with the integration.
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