coreFORCE integrates with ActiveCampaign for CRM and email marketing. *
1. Get the connection information from ActiveCampaign
Once you have an ActiveCampaign account, you can set up the integration on the coreFORCE side. You will need the URL and Key from the API Access page which is found in Settings > Developer in your ActiveCampaign site. (screenshot below)
2. Enter ActiveCampaign connection information in coreFORCE
In coreFORCE, go to Orders > Settings and choose the ActiveCampaign tab. Enter the API key and URL from the ActiveCampaign site on this tab and click save. If the first part of your ActiveCampaign URL is the same as your client code in coreFORCE (e.g. MYSTORE and mystore.api-us1.com), you can leave URL blank.
3. Install ActiveCampaign site tracking
When the API key and URL are set in Orders > Settings, click the ActiveCampaign Sync link on that page. (If this link does not work, contact Coreware support to set up the page).
The top part of this page will show the lists which are set up in ActiveCampaign and which coreFORCE contacts match those lists. That will be explained below. On the bottom half of the page, under ActiveCampaign Analytics, select the template used for pages in your lives site. The Analytics Code box will be updated to show the name of the Analytics Code Chunk currently used in that Template. Click "Install Analytics" to add your ActiveCampaign site tracking code to your site template.
4. Set up ActiveCampaign lists to sync with coreFORCE contacts
The list sync function will sync lists created in ActiveCampaign with contacts in coreFORCE. The name of the list in ActiveCampaign must match the contact set exactly. If there is a mismatch, you will see the message "No matching set of contacts in coreFORCE" in ActiveCampaign sync.
Set of Contacts
ActiveCampaign list name (example)
coreFORCE contacts who are a part of a particular mailing list
coreFORCE contacts who are in a particular contact category
coreFORCE contacts who have made a donation to a particular designation
Designations:Wounded Warrior Project
coreFORCE contacts who have made a donation to a designation within a particular designation group
coreFORCE contacts who have filled out a particular form
coreFORCE contacts who have a user account in a particular group
coreFORCE contacts who have purchased a particular product (matching the product description)
Products:Wounded Warrior T-Shirt Black
coreFORCE contacts who have purchased a product in a particular product category
5. Automatically sync coreFORCE contacts with ActiveCampaign
There is a background process in coreFORCE which will sync contacts with ActiveCampaign. Contact Coreware support to make sure that this is enabled and to understand the options for how often it can run on your system.
6. Metrics tracked in ActiveCampaign
Once ActiveCampaign is set up in coreFORCE, the following actions will be tracked in ActiveCampaign, allowing automations to be triggered:
- Browsing your site (site analytics)
- Viewing a product, adding a product to the cart, and beginning checkout
- Making a purchase
* The ActiveCampaign integration was previously called coreILLA. As of 2022, coreILLA (v2) is a different product and the coreILLA branding has been removed from the ActiveCampaign integration.
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