Connect VTEX to ActiveCampaign

From Activepedia
Jump to navigation Jump to search

```mediawiki Navigation: Main_Page > Apps > Integrations > Connect VTEX to ActiveCampaign

Connect VTEX to ActiveCampaign[edit | edit source]

The integration of VTEX with ActiveCampaign offers a seamless way to sync essential data such as contacts, website visits, and purchase data from your VTEX store to your ActiveCampaign account. This feature is available for all ActiveCampaign plan types, including Starter, Plus, Pro, and Enterprise. Utilizing this integration not only helps in engaging customers but enhances marketing strategies by giving you essential insights into customer behavior.

Why It Matters[edit | edit source]

With the ActiveCampaign VTEX integration, marketers can effortlessly manage customer information while automating outreach based on user interactions. The integration is specifically designed to improve the communication process with potential and existing customers, thereby nurturing leads and promoting customer retention through well-timed marketing efforts.

How to Access This Feature[edit | edit source]

To access the VTEX integration, you need to have both an ActiveCampaign account and a VTEX account that employs VTEX IO. Make sure that your VTEX environment has been set up correctly with a website host managed under “Store”. Once you meet these prerequisites, you’re ready to begin.

Step-by-Step Instructions[edit | edit source]

Here’s how to connect VTEX to ActiveCampaign:

Installation[edit | edit source]

1. Navigate to the VTEX admin panel and select Apps > App Store. 2. Search for the activecampaignpartnerus.activecampaign app and click on Install. 3. After installation, go to Apps > My Apps in the VTEX admin and select the ActiveCampaign box.

App Configuration[edit | edit source]

4. On the app's settings page, enter the following configurations:

  - **ActiveCampaign Account Name**: This is found on your ActiveCampaign account settings page. For example, if your account is xyz123.activehosted.com, you would only enter xyz123.
  - **ActiveCampaign Key**: For assistance, refer to the instructions on obtaining your API URL and Key.
  - **Tracking setAccount ID**: Leave this blank initially.
  - **ConnectionID**: Leave this blank.

5. Click Save.

Connection ID Configuration[edit | edit source]

6. Find the ActiveCampaign Menu:

  - On older VTEX admin interfaces, it is located in the sidebar under Products.
  - On newer versions, it is found under the Apps menu slideout under Installed Apps.

7. Select ActiveCampaign > Connection ID Configuration and click Configure.

  - Wait for the fields to auto-populate.
  - Select your store ID from the **External ID** dropdown.
  - Choose your store URL from the **Link URL** dropdown.
  - Click Continue Configuration and ensure the message “Account has been updated” appears. Your ConnectionID will now be populated.

8. Click Save again.

Purchase Data Configuration[edit | edit source]

9. Click on ActiveCampaign > Purchase Data Configuration and enter:

  - **Currency**: Enter the 3-letter ISO currency code (e.g., USD for United States Dollars).
  - **Send Purchase Data**: Tick this option if you intend to sync order data to ActiveCampaign, which includes customer information and order details.

10. Click Save to confirm your settings.

Confirm Connection[edit | edit source]

11. To ensure everything is correctly set up, go to ActiveCampaign > Connections which should match the Connected Integrations in your ActiveCampaign account. Log in to your ActiveCampaign account and check under Settings > Integrations for the VTEX logo and status labeled as Connected.

Optional Configurations[edit | edit source]

As part of enhancing the integration, you can enable additional configurations such as Site Tracking, Abandoned Cart Sync, Customer Sync, and Order Sync.

Configuration Options and Settings[edit | edit source]

The integration allows for customizable settings that provide flexibility based on business needs. Important configuration options include: - **ActiveCampaign Account Name** - **ActiveCampaign Key** - **Currency** - **Connection ID** - **Tracking setAccount ID** - **Send Purchase Data** - **Abandoned Cart Trigger settings**

Best Practices and Tips[edit | edit source]

- Ensure your VTEX store environment is set up correctly with the website host. - Create a custom contact field in ActiveCampaign titled Accepts Marketing to facilitate GDPR compliance effectively. - Regularly monitor the synchronization status to ensure all contacts and data remain up-to-date. - Disable any automations during initial customer and order sync to avoid unintended email sends.

Common Use Cases with Examples[edit | edit source]

1. **Abandoned Cart Recovery**: Leverage the Abandoned Cart integration to send targeted emails to customers who left items in their cart. 2. **Segmentation for Targeted Marketing**: Use purchase data and website visit history for effective customer segmentation and tailored marketing campaigns. 3. **Personalized Marketing**: Utilize purchase history to tailor emails that suggest similar products or special offers to past buyers.

Troubleshooting[edit | edit source]

- If the VTEX integration doesn’t appear in ActiveCampaign, verify that all configurations have been saved correctly. - Ensure that all required fields in the VTEX admin app settings are filled out without errors. - If issues persist, consult the Help Center for additional troubleshooting tips or product support.

FAQ[edit | edit source]

  • What data is synced from VTEX to ActiveCampaign?

Data synced includes contacts, website visits, purchase data, abandoned cart data, and form data.

  • Do I need specific permissions to set up the integration?

Yes, you will need Administrator access in VTEX to install and configure the app properly.

  • How does the abandoned cart sync work?

The abandoned cart sync retrieves customer information and abandoned cart data to enable email reminders.

  • Will my existing automations in ActiveCampaign be affected?

It's recommended to disable automations before syncing to prevent automatic emails from being sent unintentionally.

  • Can I sync historical order data?

Yes, the integration allows for the syncing of historical order data from your VTEX account to ActiveCampaign.

  • What should I do if I experience issues with the integration?

Review the configurations, ensure fields are filled correctly, and consult the Help Center for more advanced troubleshooting.

  • Is Site Tracking necessary for the integration?

While it's not mandatory, Site Tracking enhances your analytics and user engagement options within ActiveCampaign.

For further assistance, you can reference the following useful articles: - [Getting started with the API](https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API) - [Create a custom contact field](https://help.activecampaign.com/hc/en-us/articles/221433307-Custom-contact-field-overview#01G8KPAGCN83FT1W28X4NDFDH9) - [Abandoned Cart Deep Data Overview](https://help.activecampaign.com/hc/en-us/articles/360001045964) - [How to set automations to “inactive” in ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/360000374270) ```