ActiveCampaign is one of our favorite tool for marketing automation, and we’re happy to announce that you can now integrate ActiveCampaign to your Teaching Matrix account. FYI, ActiveCampaign is an email marketing, marketing automation, sales automation, and CRM software platform for small to mid-sized businesses.
In this tutorial, we'll teach you how to integrate your Teaching Matrix account with your ActiveCampaign account.
This way, when you get new students in your Teaching Matrix account, they'll automatically be brought over to your list in ActiveCampaign for you to send follow-up or marketing emails later.
Step 1: Teaching Matrix account
To connect ActiveCampaign to Teaching Matrix:
Login to your Teaching Matrix account, and then go to Integrations. You’ll find it by clicking your profile icon found in the top-right corner of the page.
In the Integrations page, click the Email Marketing card.
Look for the ActiveCampaign icon and click it.
A pop-up modal will appear with two input boxes asking for your API URL and API Key. To find these:
Step 2: ActiveCampaign account
Log in to your ActiveCampaign account.
Click the Settings tab at the bottom left of the dashboard.
Select the Developer section.
Copy and Paste the API URL and API Key into the corresponding fields in your Teaching Matrix.
Click Save and your ActiveCampaign integration should be active.
Step 3: Create a List in ActiveCampaign
Now, you'll want to set up a List in ActiveCampaign to link to a Package in Teaching Matrix:
From your ActiveCampaign dashboard, navigate to Lists tab found in the sidebar.
Click Add a list button and a pop-up modal will appear with a form.
Type the name of your list, list URL, list description, and then hit the Add button to create your list.
Step 4: Adding the List to a Package in Teaching Matrix
In your Teaching Matrix account:
From the Dashboard, navigate to Packages
Create a new Package or edit an existing one.
Inside the Package Builder, navigate to Settings & Integrations tab.
Then, on the sidebar, click Email Integrations.
Select ActiveCampaign as the Email Service, then select ActiveCampaign list you just created.
Hit Save Settings button, and you’re done!
Your student’s information will now be sent to your List in ActiveCampaign through the following:
By manually adding the student from the Students page.
By importing students using the Import Students button from the Students page.
When the student submits an Opt-In Form
When the student purchased the Package using any Payment Gateway.
That’s it! Hope you learned something. Have a nice day!