ActiveCampaign
Note: The ActiveCampaign integration is only available to users on a GrowSurf paid plan.
Step 1: In Campaign Editor > 4. Options > Integrations, open the ActiveCampaign integration card and enter your ActiveCampaign API URL and key (click here to get your ActiveCampaign API URL and key)
Step 2: Once connected, choose the ActiveCampaign list that you want to automatically sync to. GrowSurf will add/update your ActiveCampaign contacts every time a new participant is added or referred to your referral campaign.
Step 3: Save changes. You should now see a screen that looks like the one below:
Step 4: Open your ActiveCampaign account, and go to Forms > Manage Fields.
For each GrowSurf custom field that you want available for ActiveCampaign contacts, you will need to manually click the edit icon next to each GrowSurf field (see screenshot below):
Then in the Customize the Field Options window, check the same ActiveCampaign list that you selected in the GrowSurf campaign editor.
For more help in editing custom contact fields, please see ActiveCampaign's help article How do I edit a custom contact field?.
GrowSurf will automatically create these new custom contact fields for your ActiveCampaign contacts.
To use them, you'll first need to follow step #4 in the instructions above.
Field Name | Personalization Tag | Type | Description | Example |
GrowSurf Share URL |
| TEXT | The participant's unique referral link | https://growsurf.com?grsf=absc123 |
GrowSurf Participant ID |
| TEXT | The participant's unique GrowSurf ID | abc123 |
GrowSurf Participant First Name |
| TEXT | The participant's first name | Bob |
GRSF Participant Last Name |
| TEXT | The participant's last name | Loblaw |
GrowSurf Referrer First Name |
| TEXT | The first name of the participant's referrer (if applicable) | Gavin |
GrowSurf Referrer Last Name |
| TEXT | The last name of the participant's referrer (if applicable) | Belson |
GrowSurf Referrer Email |
| TEXT | The email address of the participant's referrer (if applicable) | gavin.belson@hoolie.io |
GrowSurf Total Referral Count |
| NUMBER | The participant's all-time referral count | 0 |
GrowSurf Monthly Referral Count |
| NUMBER | The participant's current month referral count | 19 |
GrowSurf Prev Monthly Referral Count |
| NUMBER | The participant's previous month referral count | 200 |
GrowSurf Next Milestone |
| TEXT | The text for the next/upcoming milestone reward (only applies to milestone rewards. See example here) | You are only 2 referrals away from winning a free t-shirt! |
GrowSurf Next Monthly Milestone |
| TEXT | The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See example here) | You are only 2 referrals away from winning a free t-shirt! |
GrowSurf Total Invite Count |
| NUMBER | The participant's all-time invite count | 112 |
GrowSurf Total Impression Count |
| NUMBER | The participant's all-time impression count | 150 |
You can use these personalization tags in your ActiveCampaign email templates. Whether you launch a new marketing campaign or have an automated drip campaign going on, make sure to always include %GROWSURF_SHARE_URL% in your emails to provoke your subscribers to make referrals!
Learn more about ActiveCampaign personalization tags here.
If the new participant isn't being added to ActiveCampaign, or if they are being added but their unique referral link isn't being synced to ActiveCampaign:
Activity logs will denote if a participant was added to ActiveCampaign or if they were failed to be added. (In the case of failure, GrowSurf will re-attempt to add them for 7 days).
If custom contact fields are not showing up for an ActiveCampaign contact:
You will need to make sure to explicitly make them available for your ActiveCampaign list in order to show up. Please reference step #4 in the instructions above.
If a GrowSurf custom field personalization tag is showing up as red when sending out an email:
You will need to make sure to explicitly make the custom field available for your ActiveCampaign list in order to use it as a personalization tag in your emails. Please reference step #4 in the instructions above.