ActiveCampaign is an email and marketing automation software used to send contextual messages and emails to create meaningful connection with your customers. Marketing automation is possible when you have ample data points about your customer. This will invariably help in segmenting your customers and targeting them better. More the data and parameters you have on ActiveCampaign about your customers, better the intelligence you can provide for automation.
Chargebee's integration with ActiveCampaign will sync your customer and subscription information to ActiveCampaign. This way, you can create specialized email automation workflows and engage with customers in a more personalized way.
This is a one way sync, and hence, data flows only from Chargebee to ActiveCampaign.
Sync is automatic and is done only once in every 6 hours. In case you want to manually sync data, turn off autosync.
Chargebee automatically creates additional fields required to synchronize data to ActiveCampaign, if they are not already present in your ActiveCampaign account.
CONNECTING ACTIVE CAMPAIGN
Validation will check for two attributes in every Chargebee customer:
Errors if any will be displayed after validating the data. You can choose to Ignore errors or View error CSV and rectify them. Click Retry data validation if you want to validate again after rectifying the errors. You can click Proceed only after you choose to ignore the errors or address them.
CONFIGURING SYNC PREFERENCES
Initial run will sync 10 latest customers from your Chargebee site and display errors if any from the sync.
Email IDs are unique in ActiveCampaign and hence, the same email ID cannot be present for more than one account in ActiveCampaign.
You can find the entire errors listed under the Sync errors tab. Functions such as Disabling auto sync and Managing sync rules can be done from the ActiveCampaign Integration overview page.
You can also disconnect the integration using Unlink Integration option. Unlinking the integration will stop the sync from Chargebee side.