How to integrate Jotform and Active Campaign

  • Profile Image
    bernhardrieder
    Asked on August 05, 2018 at 01:16 PM

    I am using Active Campaign.

    How can I integrate Jotform with Active Campaign?

    How can I make sure, entered data values are going to be sent over to Active Campaign?


    Any Tutorials how to do that?

    Any API yet?


    Thank you very much for any little help!

  • Profile Image
    Vanessa_T
    Answered on August 05, 2018 at 02:31 PM

    UPDATE (August 5, 2019): Direct integration with ActiveCampaign is available now. 

    1. Open the Form Builder and find the ActiveCampaign integration under the Settings tab and authorize it. 

    1565004618activecampaign1.gif

    2. You can add multiple actions that are triggered every time your form is submitted.

    - You can create/update contacts:

    15650047951.png

    -If you are adding or updating your ActiveCampaign contacts, you can map the fields on your form to the corresponding ActiveCampaign fields. You can also dynamically tag your contacts using  multiple-choice or single-choice fields:

    15650048112.png

    - You can add contacts to automation:

    15650048223.png

    - You can add a note to contact:

    15650048374.png

    - You can create a deal:

    15650048485.png

     

    You can also read this guide: https://www.jotform.com/help/568-How-to-integrate-ActiveCampaign-with-your-form

     

     

    The integration with Active Campaign is actually handled through Zapier:

    http://www.activecampaign.com/blog/hundreds-of-new-integrations-are-now-available/

    https://zapier.com/apps/jotform/integrations/activecampaign

    We do not have a built in integration on our end. It looks like both Zapier and Active Campaign support the integration so it should be pretty solid.

  • Profile Image
    bernhardrieder
    Answered on August 05, 2018 at 04:24 PM

    Thank you very much, appreciate your help!

    I do have another obstacle.
    I need to implement a double opt-in feature.

    Since Jotform doesn't have an integration with ActiveCampaign, I need to find a way to use Jotform with a valid double opt-in integration.

    Question:
    How to setup Jotform with ActiveCampaign and a double opt-in feature?

    Thank you so much for your help,

    appreciate it!
    Bernhard

  • Profile Image
    Welvin
    Answered on August 05, 2018 at 05:04 PM

    A double opt-in feature is available in Active Campaign. You just need to re-enable it on the selected form. Please follow their steps here:

    https://help.activecampaign.com/hc/en-us/articles/115000839230-How-do-I-enable-double-opt-in-confirmation- 

    You can do this before or after doing the integration through Zapier. 

  • Profile Image
    bernhardrieder
    Answered on August 05, 2018 at 05:53 PM

    Unfortunately, it doesn't work like that.

    1. A new subscriber runs directly through the Jotform Form
    2. That means, the ActiveCampaign Form will not be used 
    3. Therefore, the double opt-in feature can't be triggered

    I created this short Video + Audio to demonstrate the issue:
    https://www.youtube.com/watch?v=ZAZEox2qqjs

    Or did I miss something major important here?

    Thank you for your help,
    appreciate it!

    Bernhard

  • Profile Image
    Vanessa_T
    Answered on August 05, 2018 at 06:33 PM

    Upon checking, indeed the double opt-in feature of ActiveCampaign will not work with Jotform forms. However, as a workaround, you can do the following:

    1. Add a checkbox field into your form to confirm if user wants to subscribe to your newsletter.

    15335083901.png

    2. Then on your Zapier setup, add a filter to create a contact ONLY if the subscribe to newsletter checkbox is Yes.

    1533508401download.png

  • Profile Image
    bernhardrieder
    Answered on August 05, 2018 at 06:42 PM

    Thank you!


    Well, I already had a terms and condition section setup.
    Only when checking the box, the subscriber is allowed to send the form.

    However. My users are in Europe. A Double Opt-in is required by law.
    If there is no option to add that feature when using Jotform, it's a dead end.

    Game over. Jotform as much as I like it disqualifies, until ActiveCampaign can be integrated with an API that allows you to activate a double opt-in option.

    What a bummer.... 

  • Profile Image
    EltonCris
    Answered on August 05, 2018 at 07:32 PM

    According to ActiveCampaign on this thread https://community.activecampaign.com/t/double-opt-in-when-form-not-used/2384/6 about using a custom form instead of their form, the double opt-in is tied to their specific form, not on the list, unlike any other CRM.

    So they suggested using automation to simulate double opt-in option. Please check the above thread, it might help.

  • Profile Image
    nelly
    Answered on August 05, 2019 at 07:52 AM

    UPDATE (August 5, 2019): Direct integration with ActiveCampaign is available now. 

    1. Open the Form Builder and find the ActiveCampaign integration under the Settings tab and authorize it. 

    1565004618activecampaign1.gif

    2. You can add multiple actions that are triggered every time your form is submitted.

    - You can create/update contacts:

    15650047951.png

    -If you are adding or updating your ActiveCampaign contacts, you can map the fields on your form to the corresponding ActiveCampaign fields. You can also dynamically tag your contacts using  multiple-choice or single-choice fields:

    15650048112.png

    - You can add contacts to automation:

    15650048223.png

    - You can add a note to contact:

    15650048374.png

    - You can create a deal:

    15650048485.png


    You can also read this guide: https://www.jotform.com/help/568-How-to-integrate-ActiveCampaign-with-your-form