ActiveCampaign components and fields

```mediawiki Navigation: Main_Page > Salesforce > ActiveCampaign components and fields

How to add ActiveCampaign components and fields to Salesforce

ActiveCampaign is a powerful tool integrated with Salesforce that enhances your CRM capabilities. By adding **ActiveCampaign** components and fields to your Salesforce pages, you can streamline your customer relationship management. This integration enables you to manage and view ActiveCampaign-related information for your synced leads and contacts directly from your Salesforce account. This is critical for improving efficiency in handling marketing automation and customer outreach.

This feature is available only for the **Enterprise** plan of ActiveCampaign. While it is optional, it is highly recommended to optimize your use of the ActiveCampaign integration within Salesforce.

How to Access This Feature

To utilize the integration effectively, you must first have completed the ActiveCampaign Salesforce integration setup steps. Once the setup is complete, you can proceed to add components and fields to your desired Salesforce pages.

Step-by-Step Instructions

1. 1. 1. Adding the ActiveCampaign CXA Activities Component to Page Layouts in Salesforce

The **CXA Activities** box provides a list of the most recent CXA activities (up to 20) for any synced lead or contact. Here's how to add this component:

1. Open any lead or contact record in your Salesforce account.
2. Click the gear icon at the top right.
3. Select Edit Page.
4. In the Lightning Components column, scroll to locate **Custom Components**.
5. Drag the **Marketing Activities** component to your desired page layout.
6. Click Save, then click the Activation button.
7. In the **Activation modal**, select Org Default, App Default, or App, Record Type, and Profile. Click the Assign as button.

You will now be redirected back to the lead or contact record page within the Lightning App Builder.

1. 1. 1. Adding the ActiveCampaign CX Automation Component

The **CX Automation** component enables you to initiate campaigns and add leads or contacts to automation directly from their profile records. Here's how to add this component:

1. Access any lead or contact record in your Salesforce.
2. Click the gear icon on the top right.
3. Select Edit Page.
4. Locate **Custom Components** in the Lightning Components column.
5. Drag the **ActiveCampaign CXA** component to your page layout.
6. Click Save, followed by the Activation button:

  * If you are adding this component to the Contact Layout, the **Activation: Contact Record Page** modal will open.
  * If it is for the Lead Layout, the **Activation: Lead Record Page** modal will appear.

1. Choose Org Default, App Default, or App, Record Type, and Profile, then click either Close or the Assign as button.

1. 1. 1. Adding ActiveCampaign Fields to Salesforce Pages

ActiveCampaign fields can be added to page layouts for both Leads and Contacts within Salesforce, specifically within the **Record Details** component. Follow these steps:

1. Within either the Lead or Contact Record Page in the Lightning App Builder, click on the Details tab.
2. Select the **Record Details** component.
3. Choose the page layout you want to modify from the right-side menu and navigate to the Object Manager.
4. Drag the **ActiveCampaign Sync Status** field onto the layout under Housing Detail or Contact Detail.
5. Click the wrench icon that appears when you hover over the field.
6. Check the Read-Only box to prevent edits and click OK.
7. Repeat steps 4-6 to add the **ActiveCampaign ID** field and the **ActiveCampaign Relation Sync Status** field to the selected layouts.
8. Once done, click the Save button.

ActiveCampaign Field Descriptions

- ActiveCampaign Sync Status field: Indicates if the contact or lead was synced to ActiveCampaign. Displays "Successfully Synced" if created in ActiveCampaign, otherwise is left blank. - ActiveCampaign ID field: Stores the ActiveCampaign ID number of the contact or lead. - ActiveCampaign Relation Sync Status: Provides information on account relationships and sync status.

Configuration Options and Settings

- **Components**: CXA Activities and CX Automation components. - **Fields**: ActiveCampaign Sync Status, ActiveCampaign ID, ActiveCampaign Relation Sync Status. - The components only function with synced leads and contacts and are compatible with Salesforce Lightning. Note that CX Components are not available for Person Accounts or Opportunities.

Best Practices and Tips

- Ensure that any campaigns or automations you intend to utilize with the CX Automation component have the label '**Salesforce**' created in ActiveCampaign. This label is not case-sensitive. Refer to these guides for further information: [Campaign labels](https://help.activecampaign.com/hc/en-us/articles/115001050370) and [Automation labels](https://help.activecampaign.com/hc/en-us/articles/360000374170). - Utilize the CXA Activities component to stay informed of all interactions with leads and contacts by regularly keeping the component visible on their record pages. - Regularly review and update your field layouts to ensure that the most relevant ActiveCampaign information is displayed for users.

Troubleshooting

- If you do not see the ActiveCampaign components in the Lightning App Builder, verify that the integration setup was performed correctly and that you have access permissions. - Ensure that the component has been added to the correct page layout and activated for the appropriate user profiles. - Check that the synced leads and contacts have the necessary data reflected in ActiveCampaign for accurate display.

FAQ

1. What plans support the ActiveCampaign components and fields?

Only the **Enterprise** plan supports this feature.

2. Can I use the ActiveCampaign components on Person Accounts?

No, CX Components are not available on Person Accounts or Opportunities.

3. What is the maximum number of recent activities displayed in the CXA Activities box?

The box displays up to 20 recent CXA activities.

4. How can I make the ActiveCampaign fields read-only in Salesforce?

You can make the fields read-only by checking the Read-Only option after clicking the wrench icon in the field settings.

5. Do I need to create labels in ActiveCampaign for campaigns or automations?

Yes, you need to label any campaigns or automations that you wish to use with the CX Automation component with the label '**Salesforce**'.

6. Where do I find the ActiveCampaign field IDs and statuses?

These fields need to be added to the **Record Details** component of the Salesforce page layouts for both leads and contacts.

7. How does the Salesforce integration enhance interaction management?

The integration facilitates the management and tracking of marketing automation activities directly from the Salesforce interface, providing seamless access to lead and contact engagement data. ```