Connect SOCi to ActiveCampaign

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Connect SOCi to ActiveCampaign

Integrating SOCi with ActiveCampaign is crucial for businesses that want to streamline their marketing efforts by incorporating location-based information directly from SOCi into their ActiveCampaign account. The integration allows automatic syncing of business listing data through the use of ActiveCampaign’s Message Variables, enabling personalized email campaigns that are reflective of the current details of each location.

This article will guide you through the process of connecting SOCi to ActiveCampaign, including setup instructions, configuration options, best practices, troubleshooting tips, and frequently asked questions.

How to Access This Feature

To access the feature for connecting SOCi to ActiveCampaign, you need to have an ActiveCampaign account with the appropriate permissions. You must also be a SOCi admin.

1. Login to your ActiveCampaign account. 2. Click on Apps from the left-hand menu. 3. Search for "SOCi" in the Apps section.

Step-by-Step Instructions

Here’s how to connect SOCi to ActiveCampaign:

1. **Click** on Add an account. 2. Enter your SOCi Token and SOCi Account Domain:

  - To find your SOCi Token:
    - Log in to your SOCi account.
    - Click on Settings.
    - Click on API Keys.
    - Click on Generate New Key.
    - Name your key (e.g., John's API Key) and click on Generate.
  - Your SOCi account subdomain can be found in your account URL, which looks like https://{subdomain}.meetsoci.com/.

3. **Click** on Connect. 4. Select your SOCi Account from the dropdown menu. 5. Choose the SOCi Location that is associated with the ActiveCampaign account from the dropdown menu. 6. Select one ActiveCampaign list. Your message variable will only be visible to contacts on the selected list. 7. **Click** on Continue. 8. The Email Address field will be automatically mapped from SOCi based on the business location listing. 9. **Click** on Finish.

Your integration setup is complete, and you can confirm the connection by checking the "Last Updated" field on the SOCi Apps page.

Configuration Options and Settings

When configuring the SOCi integration, keep the following in mind:

- This integration is a one-way sync from the SOCi Listings product to ActiveCampaign. ActiveCampaign contact records will not be created with each sync. - You must select an existing list in ActiveCampaign during app setup; therefore, creating a list prior to connecting the app is essential. - An email address is a required field in the SOCi Listings’ Profile tab. - Permissions are vital:

 - You must be a SOCi admin.
 - You need an assigned API Key in your SOCi account and permission to update your SOCi Listings.
 - Request webhooks to be enabled in your SOCi account.

Best Practices and Tips

- **Create a List**: Always ensure you have a designated contact list ready in ActiveCampaign before initiating the connection. - **Use SOCi for Updates**: It is recommended to make all business listing updates in SOCi instead of ActiveCampaign to prevent overwriting entries. Changes saved in SOCi will automatically update the message variables in ActiveCampaign. - **Logo Size**: When uploading a logo from SOCi, keep the dimensions to a maximum of 300x300 pixels to ensure proper display. - **Embed Media Caution**: While social media URLs can sync, they cannot automatically be embedded as clickable images or buttons within ActiveCampaign email templates.

Troubleshooting

If you encounter issues while connecting SOCi to ActiveCampaign, consider the following troubleshooting tips:

1. **Check API Key**: Verify that the SOCi API key is correctly generated and has not been revoked. 2. **Webhook Confirmation**: Ensure that webhooks have been enabled in your SOCi account as they are critical for the integration to function effectively. 3. **Permissions Check**: Confirm that you have the necessary permissions to sync locations and update message variables. 4. **List Validation**: Make sure the ActiveCampaign list selected during setup is valid and exists.

If problems persist, consult with SOCi support or ActiveCampaign support for further assistance.

FAQ

Q1: What is the limitation of the SOCi to ActiveCampaign integration? A1: The integration supports only a one-to-one connection, meaning only one SOCi location can be linked to a single ActiveCampaign account.

Q2: How can I find my SOCi Token? A2: Log into your SOCi account, navigate to Settings, then click on API Keys to generate a new API Key.

Q3: What should I do if my message variables are not syncing? A3: Check if webhooks are enabled in your SOCi account and confirm that your permissions are correctly set for both ActiveCampaign and SOCi.

Q4: Can I use message variables from multiple SOCi locations in one ActiveCampaign account? A4: No, each SOCi location must be connected to its own ActiveCampaign account; syncing multiple locations to one account is not supported.

Q5: Is there a specific format for the email address in SOCi? A5: Yes, the email field in the SOCi Listings’ Profile tab must contain a valid email address for proper syncing.

Q6: Can I customize templates that have SOCi-specific message variables? A6: ActiveCampaign HQ subaccount users can view but not edit synced templates. To customize, you need to duplicate the template first.

Q7: What are Message Variables? A7: Message Variables are dynamic placeholders in emails that allow for personalization and bulk updates across campaigns.

In summary, integrating SOCi with ActiveCampaign is not only a strategic move to enhance your marketing efforts but also a simplified process if you follow the steps outlined. Ensure that you understand the limitations and best practices for a successful integration experience. For further details on Message Variables, consider reading additional documentation available through ActiveCampaign's resource center. ```