The Active Campaign add-on lets users manage attendee data seamlessly, and it automates the entire email marketing system that bridges the gap between users and customers.

Installation                                                                                          

The installation process is the same for all the add-ons offered by WP Event Manager. They can be installed both automatically and manually.

1. Automatic Installation: You can install the plugin from the backend of your WordPress. Click here to see how you can install the plugin automatically.

2. Manual Installation: You can also install the plugin manually using SFTP or FTP tools. Click here to see how you can install the plugin manually.

Obtaining the ActiveCampaign API Keys                                        

To obtain your ActiveCampaign API URL and Key, follow these steps:

First, you need to log in to your ActiveCampaign account from here.

Then follow the below mentioned steps:

1. Click on the “Settings” option located in the left-side navigation menu.

2. The Account Settings menu will appear. Select the “Developer” option.

3. The Developer Settings page will load and will display your ActiveCampaign API URL and Key.

Note: Do not copy the entire URL from the API access section. Remove https:// and .api-us1.com from the URL and copy the rest to paste it into the ActiveCampaign API URL.

Integrating the API Keys with WordPress in the Admin Panel                

To integrate the API keys with WordPress in the Admin Panel, take the following steps:

1. Copy the API key from the ActiveCampaign account and paste it into the WordPress dashboard.

2. Add the Client Secret key.

3. Click on Save settings.

Your Active Campaign account is now synced with the WordPress website.

ActiveCampaign Settings in the Admin Panel                     

After the keys are connected, certain settings need to be performed to enable the functioning of the ActiveCampaign plugin.

1. Audience List Type Selection: Here, the admin gets an opportunity to select the list of contacts (audience list that has already been created in your ActiveCampaign account).

• There are mainly two types of audience lists: one is an event-based list, and another is a list that syncs all the data.

2. Select Active Campaign Sync Type: There are mainly two types of Active Campaign Sync Type – Manual and Auto.

• Manual: When you select the Manual sync type, the data gets synced only after the Admin manually syncs it.

• Auto: When you select the Auto sync type, the data gets synced automatically.

3. When you select the Auto sync type, we offer you 2 further options:

1. When Newly Created: As soon as a new user completes registration, the data gets automatically synced to the Active Campaign list.

2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.

Note: Only after the Admin ticks the checkbox to enable the registration sync with ActiveCampaign option, the data gets synced.

3. Field Mapping with Active Campaign

1. Registration Fields

4. The Left-hand fields show you all the fields you generate from the registration form fields. (WP Admin >> Event Registrations >> Registration forms >> form fields).

5. The right-hand side fields are related to the Active Campaign form.

6. Please add the right attributes that you want to sync from Registration form fields to Active Campaign form fields.

How to Manually Sync the Data at the Admin Panel?             

In order to manually sync the data, the user has to select the Manual option in the Sync type while setting up the ActiveCampaign plugin.

How to Manually Sync the Data at the Backend

Here are the steps you need to take to manually sync the registration data:

1. Go to WP-admin >> Event registrations >> All registrations.

2. Select the events/ and check the audience to be synced (the registrations received for the event).

3. Click on Bulk Action.

4. Click on Sync with ActiveCampaign.

5. Click on the Apply Button.

6. Check your ActiveCampaign account.

7. All the data will be synced.

Also, the status of the synced user can be seen in the ActiveCampaign column, as subscribed, just before the user status on the same dashboard.

Integrating API Keys at the Frontend for Organizers

The organizers can sync the registered user data from the frontend in their ActiveCampaign account.

Here are the steps you need to take to integrate the API keys at the frontend:

1. Go to the Event Dashboard >> ActiveCampaign >> Settings.

2. Copy the API key from the ActiveCampaign account and paste it into the box asked.

3. Click on Save settings.

ActiveCampaign Settings at the Frontend                                        

After the keys are connected, certain settings need to be performed to determine the way the registered user data will be synced.

Here, the organizer gets an opportunity to select the list of contacts (audience list that has already been created in your ActiveCampaign account).

• There are mainly two types of audience lists: one is an event-based list, and another is the list that syncs all the data.

Select ActiveCampaign Sync Type

There are mainly two types of ActiveCampaign Sync Type: Manual and Auto.

• Manual: When you select the Manual sync type, the data gets synced only after the organizer manually syncs it.

• Auto: When you select the Auto sync type, the data gets synced automatically.

When you select the Auto-sync type, we offer you 2 more options:

1. When Newly Created: As soon as a new user completes registration, the data gets automatically synced to the Active Campaign list.

2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or yearly.

1. Select Custom Fields to be synced

• Registration Field

2. The Left-hand fields show you all the fields you generate from the registration form fields. (WP Admin >> Event Registrations >> Registration forms >> form fields).

3. The right-hand side fields are related to the Active Campaign form.

How to Manually Sync the Data at the Frontend

  

In order to manually sync the data, a user has to select the Manual option in the Sync type while setting up the ActiveCampaign Plugin in the event dashboard.

Manually Sync Registration Data

  

Here are the steps you need to take to manually sync the registration data:

1. Go to Event Dashboard >> ActiveCampaign >> Sync Registrations.

2. Select the event and press Filter.

3. Tick the attendees to be synced.

4. Click on Sync.

5. Check the ActiveCampaign account.

6. All the data will be synced.

Also, the status of the synced user can be seen in the ActiveCampaign column.

How to Sync Data based on Event from the Frontend?        

In order to sync the data based on the basis of events, a user has to select Event-based selection in the Audience list type while setting up the ActiveCampaign plugin, on the event dashboard.

Here are the steps you need to take the following steps:

1. Go to the Event Dashboard >> ActiveCampaign>> Settings.

2. Click on the Event-based selection in the audience list type.

3. Go to the Event Dashboard>> Events.

4. Select the event and expand it by clicking on the three lines.

5. In the Active Campaign section, select the list that you want these event registrations to be synced to.

Note: By default, the sync for all events will be disabled; hence, the organizer needs to select the audience list for particular events from this section.

6. Similarly, select the list for all the events individually.

7. Now, these lists are saved for particular events.

Now, depending on your sync type, Auto or Manual, the lists will be synced. If it’s Auto, the registrations will be synced automatically either when the user is registered or on the basis of a cron job, and if the settings are Manual, you need to manually sync the attendees from the Event dashboard >> ActiveCampaign >> Sync registrations.

1. Check your ActiveCampaign account.

2. All the data will be synced.

How to Override wpem-activecampaign Addon Templates

The wpem-activecampaign addon supports template overriding, allowing you to customize the frontend output without modifying the plugin files directly.

Steps to Override a Template:

• Go to:  wp-content/plugins/wpem-activecampaign/templates/

• Copy the template file you want to customize.

• Paste it in your active theme folder at: wp-content/themes/your-theme/wpem-activecampaign/

• Make your desired changes in the copied file.

WordPress will now use your theme's version instead of the plugin's default template.

Template Files

• wpem-activecampaign-contact-organizer-field-mapping.php: Used for mapping organizer contact fields with ActiveCampaign attributes.

• wpem-activecampaign-guest-lists-field-mapping.php: Used for mapping guest list fields with ActiveCampaign attributes.

• wpem-activecampaign-organizer-field-mapping.php: Used for mapping organizer fields with ActiveCampaign attributes.

• wpem-activecampaign-registration-field-mapping.php: Used for mapping registration fields with ActiveCampaign attributes.

• wpem-activecampaign-settings.php: Used for displaying and managing ActiveCampaign settings, including API configuration and sync options.

• wpem-activecampaign-sync-guests.php: Used for displaying the guest synchronization interface.

• wpem-activecampaign-sync-organizers.php: Used for displaying the organizer synchronization interface.

• wpem-activecampaign-sync-registrations.php: Used for displaying the registration synchronization interface.