Distributing codes with ActiveCampaign
How does it work?
When Coupon Carrier receives a notification that a new contact has been added or assigned the tag specified in your configuration, it picks one of the available unique codes and updates the contact's custom field with the code value. You can then also choose to send out a pre-made campaign that you've created to this contact. This campaign can include a unique code using the personalization tag for the code field.
Here are the steps needed to get started:
- Create a custom field where the coupon can be stored
- [Optional] Create a new campaign that should be sent out to the contact when triggered
- Create a new Code Email configuration in Coupon Carrier and connect to your ActiveCampaign account
- Choose what type of trigger you want to use (new contact added, tag applied, etc)
- Choose which field the code should be stored in and optionally a campaign to send out
- Select which code source you'd like to use
- Activate the configuration and test it
Create a custom field
You must choose a custom text field to which we should save the unique code to. Note: Coupon Carrier will overwrite any existing data in the custom field you have selected so if you have more than one active configuration you should define a different custom field for each. Go to Forms > Manage Fields in ActiveCanpaign and create a new text field, in this example named "coupon".
[Optional] Create a new campaign that should be sent to the contact
If you want to send out an email containing the unique code to your contact when they are added to your list or when a tag is applied you need to create and design the campaign that Coupon Carrier should trigger after the code has been stored. Create a new Standard Campaign and choose your template. In the email, you can add the personalization tag for the custom field you created earlier in order to insert the unique code. Finally, at the summary page, choose to save and exit the wizard. You'll want this email to remain as a draft and allow Coupon Carrier to send this over and over to the new contacts.
- Insert the personalization tag:
- Choose to save and exit the wizard, keeping the campaign as a draft and not manually sending it:
Create a new Code Email configuration in Coupon Carrier and connect to your ActiveCampaign account
In Coupon Carrier, create a new Code Email configuration and choose to use an App Event Trigger. This allows you to choose ActiveCampaign and connect to your account.
Choose what type of trigger you want to use
You can choose to either trigger for all new contacts, only for a specific list, or when a tag has been applied. In this example, we'll choose to trigger for all new contacts added.
Choose which field the code should be stored in and optionally a campaign to send out
We can then select the newly created custom field. This field will be populated with a unique code. In this example, we will also choose to trigger a campaign to be sent, the one that we created earlier. This means that as soon as a contact is added, a code will be applied to the custom field and then the campaign will be sent out.
Select code source
You need to specify which code list you'd like to use as a source for your codes. You can either import your own codes into a code list or use an autogenerated code list (currently Shopify and Woocommerce).
Activate the configuration and test it
The final step is to save and then activate the configuration. Keep in mind that this will immediately start monitoring your ActiveCampaign account for new contacts. So you might want to do this for only a specific email list to start with before monitoring your main email list. To test the integration, go to your ActiveCampaign account and manually add a new contact. This should trigger Coupon Carrier to apply the code. This usually happens within a few seconds. Reach out to us if you need any help with getting started.