ActiveCampaign loader

Prerequisites for setting up ActiveCampaign loader

The first step is to set up the loader within Meiro Integration by following the instructions given in the article.

After you finalize the first steps, you can proceed with the following:

2. Set up the loader as a destination in CDP. This step is described below in this article.

3. Export segmented customer profiles to the destination. Refer to this article.

Setting up ActiveCampaign loader in CDP

The destination can be set in the Meiro Business Explorer in the Administration/Entities/Destination tab. The setup is usually done by the Meiro technical consultant.

Destination ID

(required, not editable)

"The Destination ID" is a numeric value that analysts will refer to within the Meiro Integrations environment. After you choose the ID, it will not be possible to change it later on.

Find the right workspace in Meiro Integrations, ~~with~~ with the CDP component responsible for the data load:

Check Destination ID in Meiro Integrations:

destination ID MI.png

Insert Destination ID in the Meiro Business Explorer.

Name

(required)

The name will be visible across the Meiro Business Explorer for the users (Data Library/ Destination tab, segment detail)

Description

(optional)

It is possible to add a description to the destination. The description will be displayed for use in the Data Library/ Destination tab.

Icon

(required)

The icon will be visible across the Meiro Business Explorer for the users (insights, Data Library/ Attributes, Sources and Destinations tabs, segments, and customer profiles).

Exported & Mandatory attributes

(required)

"Exported attributes" - values of exported attributes will be sent to the dedicated Meiro Integrations workspace, then to the destination.
"Mandatory attributes" all customers in the export must have those attributes' values known.

For this destination:
Exported Attributes: Email is required. First Name, Last Name, Phone attributes can also be exported optionally, depending on the use case.
Mandatory Attributes: Email

Meiro Integrations

(required)

"MI workspace" refers to the workspace in Meiro Integration which will be executed when the segment is exported.

To run exports you need to know the name of the workspace. You should get the name of the respective workspace from the Meiro data analyst.

Meiro data analyst takes care of the Meiro Integration's workspace preparation, and data transformation for a specific destination (e.g. Facebook, Twitter, Google Analytics). Each destination requires a different (very specific) data structure.

Parameters:

Meiro Integration key: contact-list-id (optional)

If contact-list-id is provided, the component will expect the list already exists and will update the contacts in it
If it is not provided, the component will create the list with name from contact-list-name and populate it

Name: Contact List ID

The name will be displayed for the user in the segments export parameter section.

Required field: non ticked

This field is not required to be filled.

Value from list: non ticked

Ticked makes a possible selection from the value drop-down list. Unticked - disables a drop-down list.

User Input: ticked

This field is required to be filled in by the user doing the export.

Meiro Integration key: contact-list-name (required)

Name: Contact List Name

The name will be displayed for the user in the segments export parameter section.

Required field: ticked

This field is required

Value from list: unticked

Ticked makes a possible selection from the value drop-down list. Unticked - disables a drop-down list.

User Input: ticked

This field is required to be filled in by the user doing the export.

Meiro Integration key: user-group-id (required)

Name: User Group ID

The name will be displayed for the user in the segments export parameter section.

Required field: ticked

This field is ~~required~~ required

Value from list: unticked

Ticked makes a possible selection from the value drop-down list. Unticked - disables a drop-down list.

User Input: ticked

This field must be filled in by the user doing the export.

Export segment to ActiveCampaign

Exports tab setting

After segmenting the audience, go to the Exports section, where you should be able to find to which destination it is currently possible to export the segment (It is possible to set more exports, but it requires the help of the Meiro team).

Exportable

Exportable shows how many customer profiles will be exported to your destination.
This number is defined by the conditions you choose to segment the audience but also by mandatory attributes set up by the administrator (that must be present to export to your destination).

For example, if you segment 1000 profiles, but only 10 have mandatory attributes present, only those ten will be exported to your destination.

Mandatory attributes are visible in the Data Library/ Destinations tab.

For exports to ActiveCampaign, the mandatory attribute is: “Email”. Customers who we do not know the “Email” for will not be exported to ActiveCampaign.

Parameters

Contact List ID (optional, user input)
Contact List ID is an optional field, when left empty, it creates a new audience upon export, with the name defined in Contact List Name. If filled, it adds new users to an existing audience upon export, but it won't modify the Audience Name.

Contact List Name (required, user input)

The audience name that will be visible in ActiveCampaign

User Group ID (required, user input)
Enable the ActiveCampaign user group to see the contact list in the UI.

Active Campaign environment

You can see the exported audience on https://<your-ActiveCampaign-domain>.activehosted.com/app/lists

FAQs

What are the mandatory attributes for this destination?	To export to this destination, the email of the customer needs to be known.
What are the exported attributes/ values for this destination?	Email values, phone numbers, first names and last names can be exported to this destination.