Connect Acuity to ActiveCampaign

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Connect Acuity to ActiveCampaign

Integrating Acuity Scheduling with ActiveCampaign allows users to seamlessly sync contacts and appointment details, ensuring that no marketing or communication opportunities are missed with individuals who have booked meetings. This feature is essential for businesses that rely on client appointments, as it provides a one-way sync that enhances customer relationship management by automatically capturing valuable data.

How to Access This Feature

To access the Acuity Scheduling integration within ActiveCampaign: 1. Navigate to the Apps section in the left menu. 2. Search for "Acuity" in the search bar.

Step-by-step Instructions

Follow these instructions to successfully connect Acuity to your ActiveCampaign account:

1. **Click** the “Add an account” button. 2. A modal window will appear:

  - **Click** "Connect".
  - Follow the authorization instructions, then **click** "Continue".
  - On the next screen, select the Acuity appointment type from which you wish to sync contacts.
  - **Click** "Continue".
  - A new screen will display all objects and associated fields that will sync to your ActiveCampaign account; **click** "Continue".
  - Next, map the list of Acuity fields to ActiveCampaign fields. The Email address field is required.
  - To map additional fields, **click** "Add field mapping".
  - Finally, **click** the "Finish" button.

Field Mapping Recommendations

It is advisable to map the following information to ensure comprehensive data capture:

• Email address
• First name
• Last name
• Phone
• Address
• Additional questions from your Acuity Intake Form

For optimal results, map every Appointment Event to receive updates related to changes (rescheduled, changed, or canceled).

Configuration Options and Settings

The integration has several configurations available to optimize your workflow. Below are critical components to consider: - An Acuity account and an ActiveCampaign account on the **Plus, Pro, or Enterprise** plans are required. - A minimum of one appointment type must be set up in Acuity for data to sync. - It is recommended to create a custom field group in Acuity for each of your Acuity Intake Forms to enhance data organization and segmentation. - Keep in mind that this is a one-way sync from Acuity Scheduling to ActiveCampaign.

Best Practices and Tips

- Regularly review your field mappings to ensure they adequately capture the most relevant data. - Use tags effectively to segment and trigger automations based on Acuity scheduling events. - Familiarize yourself with the different triggers available through this integration to pinpoint customer behavior accurately. - Consider enabling Add-ons or Coupons in Acuity to effectively manage the financial components tied to appointments.

Common Use Cases with Examples

The Acuity to ActiveCampaign integration can dramatically improve client management processes in several ways: - A coaching business can automatically sync new clients who book consultations, ensuring timely follow-up emails are sent post-appointment. - A therapist may track cancellations or reschedules to adjust availability dynamically, ensuring they maximize their schedule. - A fitness trainer can leverage appointment data to segment clients into specific groups for personalized email campaigns, such as wellness tips or promotional offers.

Troubleshooting Section

If you experience issues with the Acuity integration, consider the following: - Verify that your Acuity account and ActiveCampaign account are active and correctly set up. - Ensure that all data fields are accurately mapped in the integration settings. - Consult the appointment submission logs by clicking on the “View logs” button found on the Acuity Apps page. This log will provide insights into successful and failed submissions.

Related Features

- For more details about automations, visit Automation. - Explore additional integrations under Apps. - Learn about tagging contacts in ActiveCampaign in the Tags section.

FAQ

1. What types of ActiveCampaign accounts support the Acuity integration?

This integration is available for the **Plus, Pro, and Enterprise** plans of ActiveCampaign.

2. Can I add contacts to lists automatically?

No, this integration does not directly add contacts to lists. However, you can use automation with the “Subscribe to List” action block to achieve this.

3. Is it possible to manually edit records after integration?

While possible, it is not recommended as changes will not sync back to the Acuity platform.

4. What data gets synced from Acuity to ActiveCampaign?

Data such as contact name, email address, appointment type, date and time, and price will be synced.

5. Are there any limitations on data syncing?

Yes, this integration does not support passing data from Gift Certificates, Packages, and Subscriptions.

6. Will Acuity tags show on the contacts' records?

Yes, contacts synced from Acuity will receive specific tags corresponding to various appointment events.

7. How can I personalize emails based on Acuity data?

Use the data collected in Acuity custom fields to personalize emails in automation campaigns.

By following the steps and guidelines outlined in this article, users can effectively connect their Acuity accounts to ActiveCampaign, enhancing their contact management and marketing capabilities. ```