You can connect ActiveCAmpaign to Bonjoro in a few easy to follow steps. All direct Bonjoro workflows have a Trigger and Action. The trigger is the event in ActiveCampiagn, e.g. Contact Added or Tag Added, that will cause a contact to be added to your Bonjoro tasklist - the action.
Follow the simple steps below to integrate with ActiveCampaign and power your Bonjoro workflows.
Start at on your Workflows tab, and click 'Add a workflow'
This will launch the workflow editor.
Select a Service: This starts our integration. Select ActiveCampaign from the list then click Continue.
Choose a Trigger: We can create a task in Bonjoro when a contact is added or when a tag is applied. Furthermore we can single out individual customer lists to which they are added - and you can set up workflows from each ActiveCampaign list, and show that on the Tasklist so you know what to say in your message.
Select an Account: Now it's time to add your account. Select Add Account. This will bring up another window for you to add your ActiveCampaign credentials.
This might look a little scary but it is easy to find.
Open your ActiveCampaign account in another window.--Click on your ActiveCampaign profile.--Click My Settings.--Then you will see a list of options on the left of the page. Find and click DEVELOPER.--This will show you the API Access information. Now copy and paste that information into the Bonjoro window.Once you have input the API Access information the window will close and you will see the gray TEST button on Bonjoro, click that. If it turns green with a check mark you are good to go. Next, click SELECT then CONTINUE.
Configure options (Trigger):
Select a Service: Select Bonjoro and hit Continue.
Choose an ACtion: Click Create a Bonjoro then Continue.
Configure Options:Attributes; You can select which attributes you'd like to pull in from ActiveCampiagn about your contact. This lets you quickly and easily add layers of personalisation to the message. More information here. This is optional.Assignee; if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the video messages to on your task-list. You must select an assignee before you click continue.Reason; this is the information that will be listed on the contact when it shows up in Bonjoro in your task-list. It will display under the contacts name so you you can see which workflow it belongs to. Click Continue once you have completed the two fields.
The Finishing Touches: Give your workflow a name so you can easily recognise it on your list of worklfows. Then it's time to turn it on! Toggle the gray switch from Off to On. Then click Go to workflows.
UPDATED: You can set up multiple AC workflows, for each list you have, any number of tags you use and assign a label to contacts that appear in Bonjoro. Please ask us if you are unclear on how this works.
Email us if you have any questions or need any help! [email protected]