Before we begin
Tags and custom fields offer a flexible way to organize contacts, and can be used for automation triggers.
There is some overlap between when to use a custom field versus a tag, so it can at times be unclear which one to use. Here is a brief definition from ActiveCampaign that can help in making a decision when setting up an integration.
Custom fields are better suited to capture permanent data relative to a contact that is not easily changed. For example, contact's name, email, phone number, birthdate, the answer to a demographic question, and more.
Tags on the other hand, are generally used for data that can quickly change. You can easily filter your list by tags so it's a great segmentation option but you can't insert the data like you can with a custom field.
After completing step #2 from the article INTEGRATING ACTIVECAMPAIGN WITH BUCKET.IO, click “Funnels” at the top navigation menu to go back to your list of funnels. From there, locate the funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol).
Click Settings, which will consequently display the settings menu of your Funnel
Click Integrations, which will display all of the available apps to integrate with
Click the ActiveCampaign icon, and this will automatically open the Integration form, which is a very user friendly drop-down menu
Toggle on the integration at the top-right corner
NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.
STEP # 2: Let’s set up the integration now section by section!!
Configure Your Mailing Lists
It is necessary to choose a default list since it is a requirement by ActiveCampaign’s API integration.
Tag Your Bucket(s)
Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:
Bucket 1: Professional > Tag: Prof
Bucket 2: Beginner > Tag: Beg
Click the plus (+) sign next to each bucket which will automatically create a drop-down menu
Choose one of the available tags or type a keyword to locate the desired tag.
Tag Your Questions
We can assign as many tags as we need to which will help create audiences and email automation in ActiveCampaign.
Click the plus (+) sign next to each answer which will automatically create a drop-down menu.
Choose one of the available tags or type a keyword to locate the desired tag.
UTM Parameters
If/when tracking information generated outside of bucket.io such as source, campaign, affiliate, etc. there is a way to transfer this data via UTM parameter in the URL.
Lead Capture Custom Field Mapping
The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in ActiveCampaign lists, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they match.
Questions Custom Field Mapping
Participant’s answers can also be transferred to ActiveCampaign rather than a tag, for instance, their input to an open-ended question. Here is where custom fields become handy for questions and answers.
Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer.
Choose one of the available fields or type a keyword to locate the desired custom field.
Don’t forget to click the Save button.