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Autonami

ActiveCampaign

Autonami connects seamlessly with ActiveCampaign to bring you a host of actions that you can take in your CRM like - adding a tag, removing a tag, creating contacts, adding contacts to a list, updating fields, and many more.

Autonami also receives webhooks from ActiveCampaign which allows you to perform certain actions in Autonami and share the result back in ActiveCampaign.

In this documentation, you'll learn how to receive webhooks and take multiple actions based on behavior-backed triggers.

Learn how to connect ActiveCampaign to Autonami here

Trigger

When Active Campaign sends a webhook (a packet of information/data), you can use it to take multiple actions in Autonami and share the result back.

Here I’ll show you how to create an automation so that Autonami receives a webhook from Active Campaign, creates a personalized coupon code, and shares it back with A/C.

Step 1: Create automation in Active campaign

Select “Contact submits new form” as the trigger and “Receive webhook” as an action

Your Active Campaign automation should look like this:

Automations/Webhooks in ActiveCampaign

Step 2: Create automation in Autonami

Select “Webhook Received” under Active Campaign as the event >> Select “Create Coupon” and “Update Fields” as actions 

Your workflow should look like this:

Step 3: Copy the webhook URL from Autonami and paste it in Active Campaign

When you select the “Webhook Received” event in Autonami, you’ll see a URL that is generated automatically.

See here:

So you’ll have to copy this URL and paste it in Active Campaign.

Here’s how:

Click on the pointed section as shown below:

Paste the URL into activecampaign

Then paste the copied URL and hit Save:

Click on save

Once that is done, the webhook will be received by Autonami.

Step 4: Personalize your coupon code and set expiry (optional)

Here’s how you do that:

Note: You must first create the coupon in WooCommerce to personalize it in Autonami.

Step 5: Add a coupon field in Active Campaign

Go to the “Contact” tab in Active Campaign.

Then you’ll find the “Add field” button here:

Add a coupon field in ActiveCampaign

Add the coupon field in the popup that appears:

Add the coupon field

Step 6: Sync Autonami with Active Campaign

Go to the “Connectors” tab in Autonami >> Hit the “Sync” button (as we've shown earlier).

This will sync the new field which you just created in Active Campaign, with Autonami.

Step 7: Select the “Coupon” field from the Update fields drop-down menu

Once you select the field, enter its value using merge tags and then hit the “Save” button.

Step 8: Set up a 5-minute delay in Active Campaign

This is to avoid any unnecessary delays between your events and actions, and ensure a smoother workflow.

So once all these are set, this is how your personalized coupon code will appear in the welcome email:

Actions

Once your connection is established, you'll see all these actions for Active Campaign in the drop-down:

  • Add Tags
  • Add Contact to Automation
  • Add Contact to List
  • Create Contact
  • Create Deal Note
  • Create Deal
  • Create Order
  • End Automation
  • Remove Contact from List
  • Remove Tags

and many more.

Adding a tag in ActiveCampaign when a purchase is made

Now, let's learn how to add a tag in A/C when a purchase is made on the WooCommerce store. 

This will be a dynamic tag generated on the fly for the exact item purchased.

For example - *Purchased: Natural cream(product name)*

That will be the format for our tag.

Step 1: Create an automation in Autonami

Click on "+ Add New".

Add new automation in Autonami

Enter the name of your new automation.

Click on Add.

Step 2: Select an event

Choose the “Order Created - Per Item” event:

Click on Continue.

Step 3: Define an action for the event

Click on the '+' icon to select direct action.

Now, select Add Tags under ActiveCampaign as the action.

Click on Continue.

Step 4: Customize your tag name

Select from a dynamic range of merge tags to customize the tag name.

Step 5: Make your automation live to test it out

Turn the toggle to make your automation active.

Now, let's test the automation we have created.

Go to WooCommerce and purchase a demo product

Once you purchase a product, a tag will be created in Active Campaign with the specified name.

See here:

As you can imagine, you can create tags using dynamic merge tags for anything you want. Cart abandoned, item purchased, added a review, etc are just a few suggestions. Your imagination is the limit here.

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