Connect DocuSign to ActiveCampaign

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Connect DocuSign to ActiveCampaign

Introduction

The Connect DocuSign to ActiveCampaign feature enables users to sync envelope records between DocuSign and ActiveCampaign. This integration is essential for organizations looking to streamline their customer experience by automating communication related to document signing. By leveraging this integration, businesses can create and update contacts based on DocuSign actions, view related activities directly on contact records, trigger automations according to these actions, and even draft documents within DocuSign based on ActiveCampaign automations. This powerful linkage helps ensure that teams can efficiently manage their leads and clients throughout the signing process.

How to Access This Feature

To access the DocuSign integration setup, follow these steps: 1. Log into your ActiveCampaign account. 2. Navigate to the Apps section from the left menu.

Step-by-Step Instructions

Below are the detailed steps for configuring the DocuSign integration within ActiveCampaign:

1. In your ActiveCampaign account, click on the Apps option.
2. Use the search bar within the Apps section to locate and select the DocuSign integration.
3. Click on the Add an account button.
4. A modal window will pop up; click the Connect button.
5. You will be redirected to your DocuSign account. Follow the prompts to log in and grant ActiveCampaign access.
6. Once access is granted, you will be redirected back to ActiveCampaign. A new modal window will appear; click the Continue button.
7. On the next screen, find the Recipient Actions dropdown. Select the specific DocuSign actions you wish to subscribe to. Important: Tags generated from this integration will be displayed at the bottom of the modal. You will repeat this for each action you want to subscribe to.
8. After selecting the desired actions, click the Continue button.
9. The upcoming screen will show the DocuSign objects and fields that will be created in ActiveCampaign when an action takes place.
10. Click the Continue button.
11. Now, map DocuSign fields to corresponding ActiveCampaign fields. It’s crucial to note that the email address field is required. If you wish to map additional fields, click the Add Field button.
12. After all desired fields have been mapped, click the Finish button.

Configuration Options and Settings

While configuring the DocuSign integration, there are several important features and settings to pay attention to:

• **DocuSign Account Requirements**: Ensure that you have a DocuSign account plan which includes the Connect feature. Only Business Pro plans and above can perform these configurations through the eSignature System Administration application or through the eSignature REST API.
• **Field Mapping**: You must create all DocuSign fields and corresponding ActiveCampaign contact custom fields before setting up the integration. You can only map existing DocuSign fields to existing contact fields in ActiveCampaign; creating new custom fields on the fly is not allowed.
• **Integration Tags**: The integration generates specific tags for synced contacts. The integration sync tag will always be "docusign-integration", while action-based tags reflect the specific DocuSign activity (e.g., "docusign-integration-DocuSign_Envelope_Sent").
• **DocuSign Object on the Contact Record**: Each synced contact’s record will display a DocuSign object, containing important information about sent documents, their statuses, and related dates. This object cannot be edited within ActiveCampaign.

Best Practices and Tips

1. **Prioritize Field Mapping**: Double-check that all necessary DocuSign fields are accurately mapped to ensure thorough data synchronization. 2. **Utilize Automations**: Take advantage of the three available DocuSign automation triggers to enhance the efficiency of workflows. 3. **Monitor Integration Tags**: Regularly review the tags applied to contact records to ensure actions are being accurately tracked within ActiveCampaign. 4. **Pre-fill Document Templates**: Create document templates in DocuSign beforehand to maximize the functionality of the Pre-filling of a DocuSign template action within automations. 5. **Training and Support**: Ensure team members understand how the integration works, from setup through execution, to fully utilize its capabilities.

Common Use Cases with Examples

- **Lead Management**: Automatically create or update contact records in ActiveCampaign when leads are sent DocuSign envelopes, ensuring that teams have up-to-date information about leads and can follow up promptly! - **Document Status Tracking**: Monitor the signing progress directly from the contact's record within ActiveCampaign to help streamline follow-ups and ensure timely communication. - **Automated Draft Creation**: Use automation to draft documents in DocuSign for contracts that need to be reviewed, simplifying the preparation of documents for signatures.

Troubleshooting Section

- If encountering issues with syncing or mapping fields, ensure that all custom fields in ActiveCampaign exist and match the names of respective fields in DocuSign. - Confirm that your DocuSign account plan allows for integration and that the necessary Connect feature is activated. - If tags are not appearing as expected, double-check that the integration setup was completed without errors and that all actions were subscribed to successfully.

Related Features

- Automation: Explore automation capabilities that allow automatic workflows based on DocuSign actions. - Tags: Understand how tagging works in ActiveCampaign and the significance of tags generated from the DocuSign integration. - Custom Fields: Learn more about managing Custom Fields to optimize contact data capture.

FAQ

Q1: Do I need a special DocuSign account to use the integration? A1: Yes, you need a DocuSign account with the Connect feature, available in Business Pro plans or higher.

Q2: Can I create new custom fields during the DocuSign integration setup? A2: No, all necessary custom fields must be pre-created in ActiveCampaign before setting up the integration.

Q3: What happens if a contact declines a DocuSign envelope? A3: The corresponding action will trigger a tag to be applied to the contact’s record indicating the envelope was declined.

Q4: Are the DocuSign objects editable in ActiveCampaign? A4: No, the fields within the DocuSign object are read-only and cannot be modified.

Q5: How can I track the status of DocuSign envelopes? A5: The status and other details from DocuSign will appear in the DocuSign object on the respective contact’s record.

Q6: Can I use DocuSign data in email personalization? A6: Yes, once the integration is configured, you can personalize automation emails with DocuSign data via the Custom Objects section.

Q7: Are there any limits on the number of DocuSign actions I can subscribe to? A7: You can subscribe to multiple actions, but you will need to repeat the setup process for each action to be included in your automation workflow.

This comprehensive setup will help you effectively utilize the integration between DocuSign and ActiveCampaign, ensuring a fluid exchange of information and enhanced productivity in your workflow processes.