ActiveCampaign is a CRM software. Connecting WebinarGeek with ActiveCampaign means information will be synchronized, allowing you to, for example, send personalized confirmation emails or arrange your own email campaigns based on viewer behavior.

Follow these steps to connect WebinarGeek with ActiveCampaign:

Your ActiveCampaign and WebinarGeek accounts are now connected, but you still need to create triggers to make use of the connection. Read on to find out how.

Triggers are what order the integration to synchronize data between WebinarGeek and ActiveCampaign. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.

The following triggers are available for ActiveCampaign:

You can check out our ‘Triggers’ article for more information about these triggers.

Click here for more information about the ‘Contact added to a list or tagged within a list’ trigger.

Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a contact is added to a mailing list when they sign up for a webinar.

The following actions are available for ActiveCampaign:

The ‘ActiveCampaign: Contact added to a list or tagged within a list’ has different actions because it’s a trigger based on something happening in ActiveCampaign. They are:

The following information is sent to ActiveCampaign if provided on the participant’s registration form:

We also include the date and time of the webinar and the participant’s unique watch link.

If you need more data to be sent to ActiveCampaign, you can do this with our Zapier integration.

Every registration that’s added or updated in your ActiveCampaign will receive a set of WebinarGeek tags. These tags contain information about the registration that can be used in ActiveCampaign as information in emails to the contact or as a means to arrange campaigns. These fields are:

This information can be used in emails to your contacts as custom fields. For example, you can use the tag *|WDATE|* to include the date of the webinar in the email.

You can also arrange email automations and campaigns based on tags. For example, sending your own confirmation and reminder emails. Remember to turn the confirmation email off in WebinarGeek when you’re using ActiveCampaign for confirmation emails. You can read how to do this here.

The ‘Contact added to a list or tagged within a list’ trigger allows you to easily subscribe contacts from an ActiveCampaign list to your webinar.

When this trigger is set up, any contact added to the chosen list or tagged within the chosen list is automatically subscribed to your webinar. This allows you to subscribe contacts to a webinar from ActiveCampaign without needing to export/import any data. WebinarGeek checks ActiveCampaign every 5 minutes.

If you only select a list, any contact added to that ActiveCampaign list will be automatically subscribed to the webinar this trigger is configured for.

If you select a list and a tag, contacts must be in the ActiveCampaign list and have the correct tag within the list to be subscribed to the webinar.

There is a third option, ‘Which contacts should be included?’, to decide whether you want to add all existing contacts from the list or only the contacts that are added after setting up the trigger.

We take the following fields from an ActiveCampaign contact:

:contact_id maps to Subscription :integration_key field

:email

:firstname

:lastname

All subscriptions created via this trigger will receive a registration_source value of “active_campaign”.

You need to create a new email automation in order to send confirmation and/or reminder emails using ActiveCampaign. Set a trigger that sends out an email as soon as someone is added to the list. You can also use a tag as a trigger, or a field update.

It’s important to set a condition to prevent the watch link from being empty, so that people that get added to the list always receive a link. In our example, we set a ‘If/Else’ condition for the watch link to at least contain the value "https", which every link will always have. This means a watch link will always be present when an email is sent.

You can now add a (confirmation) email to the automation. Your automation will look similar to this:

In the email itself, you can use merge tags to optimize even further:

As a link for the 'View my webinar' button you can use the watch link merge tag:

If you want the link to redirect on the 'add to calendar' page, use another tag: ?add_to_calendar=1.

Which means you should link to: %WLINK%?add_to_calendar=1

When the email is actually sent from your email software, all details will be filled in automatically.

Finally, you also have the ability to see if the automation was was executed successfully in your contacts:

These automations can also be arranged or expanded to configure reminder and follow-up emails. The possibilities are practically endless!

If you create a webinar with multiple broadcasts you might want to add the registrations of each broadcast to a different list in ActiveCampaign. You’ll need to create an automation to do this. You can use the ‘WDATE’ field to filter the registrations, allowing you to add registrations from different dates to separate lists. For example, you could make an automation that if ‘WDATE’ is the 3rd of February 2021, subscribers will be added to a specific mailing list if their WDATE matches that. Other customers use ‘Goal steps’ based on “WDATE“ in ActiveCampaign automations.