Today, I have a very important announcement to share with you:

We’ve just integrated with ActiveCampaign!

The Office We Did It

In this blog post, you’ll learn how some of ActiveCampaign’s best features will help you optimize your email marketing.

Plus, I’ll show you how to integrate Sleeknote with ActiveCampaign as well as give you a few tips on how you can benefit from using custom fields when setting up an integration in Sleeknote.

Our favorite ActiveCampaign features

Before I show you how to integrate Sleeknote with ActiveCampaign, I’ll walk you through a few of our favorite ActiveCampaign features.

1. Drag-and-drop marketing automation

Many marketing automation platforms are unnecessarily confusing.

Fortunately, that is not the case with ActiveCampaign.

Their marketing automation builder uses an intuitive drag-and-drop interface which make it easier to create sophisticated automation workflows that create personalized customer journeys:

Drag-and-Drop in Active Campaign

And their best practice workflow templates makes it easy for new users to get started quickly.

With ActiveCampaign’s marketing automation features, you can follow up on your Sleeknote leads.

Insight is collected about these leads as they engage with your website and your campaigns.

This insight is then used to make sure you only send targeted emails with the most relevant content and offers.

We will only see more of this kind of personalized marketing in the future as it generates more conversions and nurtures deeper relationships between businesses and customers.

2. Sales automation CRM

Another reason we like ActiveCampaign is they make it easy for you to manage an organized sales process.

When a lead is identified, the sales process can automatically begin.

The lead can be assigned to a salesperson, tasks can be created to reach out, and messages can be sent to arrange a demo or a consultation.

Having the CRM tightly integrated with the marketing automation tools means many aspects of the sales process can be automated. Also, leads can easily be passed on from marketing to sales as needed.

Sales will be able to see which pages the lead has viewed, which campaigns they’ve opened, which forms they’ve submitted, and more.

With that knowledge, they can contact a lead with a clear overview of every previous interaction they’ve had with the company.

How to integrate Sleeknote with ActiveCampaign in 4 simple steps

Now that you know a little more about ActiveCampaign, let us discuss how to integrate it with Sleeknote.

Step 1. Find your ActiveCampaign API key and URL

Go to ActiveCampaign and log into your account.

Next, click on your username in the top right corner and, click “My Settings”:

My Settings in ActiveCampaign

Then, choose “Developer” in the navigation bar to the left:

Developer in ActiveCampaign

Step 2. Set up integration in Sleeknote

Leave the page you’re on open in your browser, open a new tab and log into your Sleeknote account.

Locate the sleeknote you want to integrate with ActiveCampaign (or create a new one).

Next, while in the editor, go to settings:

Go to Settings in Sleeknote

On the settings page, scroll down a little and click” Setup integration”:

Set Up Integration in Sleeknote

You’ll then be sent to a page where you can choose which system to integrate with. Choose ActiveCampaign:

Choose Integration in Sleeknote

Step 3. Enter API key and URL

You’ll then be asked to enter an ActiveCampaign API key and URL:

ActiveCampaign Credentials in Sleeknote

To get this information, go back to the ActiveCampaign page from before and copy the API key from the top of the page:

API Key in Active Campaign

Go back to the Sleeknote editor and insert the API key in the Sleeknote integration:

Active Campaign API Key in Sleeknote

Go back to the ActiveCampaign page and copy the URL from the top of the page:

API URL in Active Campaign

Insert it in the Sleeknote integration and click “Load integration”:
Load Integration in Sleeknote

Next, choose which list from ActiveCampaign you want to integrate with and click “Continue to mapping”:

Continue to Mapping in Sleeknote

Step 4. Map sleeknote fields to ActiveCampaign

You now need to map the fields of your sleeknote to ActiveCampaign by entering the value you want the input fields from your sleeknote to have:

Map Fields in Sleeknote

For instance, you may want the input field where the visitors enter their name to have the value “first name” or just “name.”

You also have the possibility of mapping custom fields. I’ll skip this step for now and return to it shortly.

When you’re done mapping fields, click “Save integration”:

Save Integration in Sleeknote

Your sleeknote is now integrated with ActiveCampaign and you can save and activate it when you’re done choosing your preferred settings.

All the following leads from this sleeknote will now automatically be added to your chosen list in ActiveCampaign.

How custom fields can help you segmenting your email list

Finally, let me tell you more about custom fields, as promised. This is relevant for all integrations and not only ActiveCampaign.

When setting up your integration, you’re asked if you want to map custom fields.

For instance, if you want to know when a subscriber came from a sleeknote, you need to set up a custom field.

Let me show you how it’s done.

First, you need to create the field in your email system.

When you’ve done that, enter the sleeknote you want to map custom fields for and go to settings.

Click “Setup integration” (or “Edit integration” if you already made one):

Set Up Integration in Sleeknote

If you already set up an integration for the sleeknote, you’ll be sent to the page where you can map the different fields. If not, set up your preferred integration and you’ll be sent to the same page.

Tick “Want to map custom fields?”:

Map Custom Fields in Sleeknote

Give your sleeknote a hidden value and map it to the field you created in your email system.

I’m calling the value hidden because your email subscribers won’t be able to see this anywhere.

I know this can be a little confusing (at least I thought it was when Morten first explained it to me) so I’ll give you some examples.

Source

If you want to be able to see in your email system that a subscriber signed up through a sleeknote, you’ll have to map a custom field telling the source of the subscriber.

When you’ve added the field “Source” in your email system, choose it in the right drop down menu under custom fields and give it the hidden value “Sleeknote”:

Custom Fields in Sleeknote - Source

Now you’ll know which of your subscribers signed up through a sleeknote.

I know what you might be thinking:

“But what if I have more than one sleeknote and I want to know which subscribers signed up through which sleeknote?”

If you have more than one sleeknote and you want to know which sleeknote a subscriber signed up through, you’ll have to add a hidden value that indicates which sleeknote the subscriber came from.

For instance, we have different sleeknotes for all of our blog posts and we like to know which of our subscribers signed up through which sleeknote because this gives us more possibilities for segmentation.

To make sure we know that, we added a field to our email system called “Blog post”.

When we set up the integration in a new sleeknote for a blog post, we add the name of the blog post as a hidden value:

Custom Fields in Sleeknote - Blog Post

By doing that, we know exactly which of our subscribers found this blog post and content upgrade interesting enough to sign up for our newsletter.

Gender

You can also use custom fields to tell the gender of your subscriber.

For instance, if you run an e-commerce store with clothes, you might have a product page for women and one for men.

And for these two product pages, you might have a sleeknote targeted at women and men, respectively.

When setting up or editing the integration for the sleeknote targeted at women, you can choose the field “Gender” (after creating it in your email system) and give it the hidden value, “Woman”.

Do the same for the sleeknote targeted at men and you’ll know the gender of the subscribers signing up through these sleeknotes (or at least which gender they’re interested in buying clothes for).

You can now send targeted emails to these subscribers based on gender.

As you can see, custom fields can be used for many things and they can actually be a great tool for segmentation as they give you greater insight into what your subscribers want.

Over to you

Hopefully, this blog post has taught you how to:

  1. Set up an integration with ActiveCampaign
  2. Use custom fields for segmentation

However, using custom fields—or knowing what you can use them for—can be difficult.

So if you need any help or more inspiration for what to use custom fields for, you’re more than welcome to contact us.

What is your experience with ActiveCampaign? Let us know in the comments below.

Isabella Rasmussen
Isabella is Sleeknote’s Product Marketer. When she’s not writing about our new and exciting product updates, she can be found in Spain with a sangria in one hand and some good traditional Spanish food in the other.

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