Active Campaign

Active Campaign

Active Campaign is a marketing and sales automation platform that includes a CRM built for small-to-medium-sized businesses. By integrating Active Campaign with Zoho Cliq, you can monitor campaigns, automation, contacts, and deals and get notifications on various activities within Cliq.

Installation 

  1. Navigate to the Zoho Cliq Marketplace.

      2. Search for and install "Active Campaign" or click on the provided link.

  1. Upon successful installation, a bot message will be posted.

API token authentication 

  1. Click Get started in the bot message to grant permission for Zoho OAuth account access. 

  1. Enter the API token and click Save Details.

Connect your account 

  1. Once you have authenticated your API token, click Connect your account.

  1. 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 

Using the enable bot action, you can enable or disable a range of notifications for different events from Active Campaigns within Cliq. The Alert bot action provides the following options for managing these notifications: enable, modify, and disable.

Enable 

Using the enable option, you can set which event you want alert notifications for and the channel you want to post the alerts in.

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 

To receive campaign reports, you will have to create them. Select the specific campaign for the report, set the frequency for report notifications, and decide whether to configure the report to be posted to a bot or a channel.

View 

For immediate access to all configured campaign reports, click the View option. This allows you to view, edit, and delete the reports configured.

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.

For each campaign, two options are available:
  • 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 

This section displays all your contact lists. By clicking Contacts, you gain instant access to a comprehensive view of all your contacts, where details like contact name, phone number, and email address will be displayed.

Help 

This section provides an overview of some tricks and tips that will guide you with the integration.