ActiveCampaignPRO

This knowledge base article relates to the WS Form ActiveCampaign add-on. Included with the Agency edition or buy separately for other editions.

The ActiveCampaign add-on lets you push new contacts using an action and create new forms from your lists in a single click on the add form page.

Installation

The ActiveCampaign plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the ActiveCampaign plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the ActiveCampaign tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to ActiveCampaign

In order to use the add-on, you need to connect it to ActiveCampaign. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the ActiveCampaign tab at the top of the page.
  4. Enter your API URL and key.

If you do not have a ActiveCampaign account, you can create a new account here.

Creating a Form for ActiveCampaign

Automatically

WS Form can create a form for any of our ActiveCampaign lists in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a ActiveCampaign form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the ActiveCampaign tab at the top of the page.
  4. Click on any of your ActiveCampaign lists to create a form.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the ActiveCampaign tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to ActiveCampaign when a user saves or submits their form.

To add a ActiveCampaign action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to a ActiveCampaign List from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The ActiveCampaign action settings are as follows:

When Should This Action Run?

You can choose to run the ActiveCampaign action when the form is saved, submitted, or both.

ActiveCampaign List

Choose the ActiveCampaign List you would like contacts to be added to. If you have created a new list since viewing this screen, you can click the refresh icon to retrieve the new list.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding custom fields in ActiveCampaign. For example you would want to map your Email field to the Email field in ActiveCampaign.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding ActiveCampaign field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.
Tag Mapping

Tag mapping tells WS Form which of your form fields relate to the tags ActiveCampaign.

To map a field:

  1. Click the Add  icon at the bottom right of the interest mapping section.
  2. Select your form field.
  3. Repeat this process for each field on your form.
  4. Click the Save button at the bottom of the sidebar to save your changes.

Tag mapped fields need to be a choice field, such as Select, Checkbox, or Radio fields. The value of the submitted value should be the tag ID.

If you use the automatic method above, WS Form PRO will automatically build tag mapping options for you.

Automation Mapping

Automation mapping tells WS Form which active ActiveCampaign automations you would like newly subscribed contacts to be assigned to.

To add a new automation assignment:

  1. Click the Add  icon at the bottom right of the interest mapping section.
  2. Select an active automation (inactive automations are not shown).
  3. Repeat this process for each automation you want to assign.
  4. Click the Save button at the bottom of the sidebar to save your changes.