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What is Active Campaign?

ActiveCampaign is online service which will let you easily embed opt-in/contact/subscription forms onto your website, as well as set up website tracking for advanced  growth potential.

Install the WordPress plugin

1. Log into your WordPress admin dash board.

2. Search Plugins in the sidebar. and Click “Plugins” 

3. Now Click on “Add New.”

4. List of plugins will load. Now Type “ActiveCampaign” into the search box.

5. Look for the plugin with name “ActiveCampaign by ActiveCampaign.” And Click on the “Install Now” button.

6. Now Click on “Activate.”

 

7. You can Access the plugin’s settings from  “Settings” in the Dashboard sidebar.

Settings: Now it’s time to Configure WordPress plugin settings

After the installation, you’ll need to configure this plugin settings by providing your ActiveCampaign API URL & Secure Key, With selecting which forms you want to use on your WordPress site.

You can opening a new tab and log in into your ActiveCampaign account.

In the below steps, we’ll show you how you can access your ActiveCampaign API, So you can add this to WordPress.

1. Go to  ActiveCampaign account, click “Settings” look in the lower left of the page.

2. Now Click on “Developer” in the left-hand sidebar of the page.

3. In API Access section, you can get your API URL and secret key.

Get your API URL by clicking it and pressing Control + C.

4. Now Click on “Connect” button in your WP site.

5. Select the forms to insert them into your WP posts and pages.

6. Now, click on “Update Settings”.

Site tracking: Enable site tracking on your website

  1. Option 1: Track by default
    This will track website page visits with IP for all contacts.
  2. Option 2: Don’t track by default
    This will include website page tracking ability, but requires contacts to confirm tracking consent.

You can enable site tracking via toggle button. click on Enable Site Tracking toggle button to its “On” position. Now select the preferred site tracking option 1 or 2.

Now, click “Update Settings.”

Display forms: Insert forms into your pages or posts

The types of forms you can use:

  1. Inline forms or,
  2. Floating box forms or,
  3. Modal pop up forms or,
  4. Floating bar forms

Forms like floating box, modal, and floating bar forms are available with Plus, Professional, and Enterprise plans only.

In edit a page or post, you will see the ActiveCampaign button in the toolbar:

click the ActiveCampaign logo. A popup modal window will appear listing the forms you’ve created. Select  name of the form you want to insert.

Now an short code will be shown. This short code will be replaced with your selected ActiveCampaign form.

 

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Kushal Gupta

Hi, I’m Kushal, a Co-Founder, Developer and Client Services Manager with Dharmishi (nice to meet you!). My role is to assist clients as they work with us on their websites and marketing while also helping to manage our team of developers, designers, writers, and programmers. I love helping our clients help us create amazing websites, do great marketing, and help them see results.

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