Active Campaign Integration Guide

  • Updated

The Kipu CRM can integrate with Active Campaign, which helps facilities manage email list campaigns by allowing them to quickly subscribe and unsubscribe patients, patient contacts, and referral source contact records.

Email and List Management Integration

You must create three respective audience lists labeled according to their corresponding record type. Ideally, these labels would be the Patients List, Patient Contact List, and Referral Source Contacts List. Once these lists have been created, proceed to default them to their respective category in the configured email marketing area. Your team may create more specific audience lists when segmenting data based on specific data points if you are attempting to target a more specific set of clients.

User Accessibility

The following roles can set up this integration:

  • Super User
  • Combined +
  • Marketing Only for 3rd Party Marketing Setup (With Reports)
  • Business Development Plus
  • Referral Source Management Plus
  • Referral Source Management
  • Business Development
  • Combined (Admissions and B.D.)
  • Combined + (Payor Restriction)
  • Combined (Admissions and B.D.) - Payor Restriction

Configuring the Integration

  • To begin, navigate to Admin > Security > Configure Email Marketing.2022-12-09_10-54-23.png
  • Click on the Change Provider field to choose your email marketing provider.2024-03-07_15-20-18.png
  • Select Active Campaign.2024-03-07_15-20-18.png

  • In your Active Campaign account, navigate to Settings.
  • Then select Developer.
  • From the API Access area, select Copy API URL
  • Paste the API URL into the API Access URL field.2024-03-07_15-20-18.png
  • Return to your Active Campaign account and click Copy API Key.
  • Paste the API Key into the Access Token field.2024-03-07_15-20-18.png
  • Select Save.2024-03-07_15-20-18.png
  • Now it's time to default your audience lists to their corresponding record type. Select the Default Patient List field.2024-03-07_15-31-08.png
  • Choose the corresponding audience list from your active campaign and click Update.2024-03-07_15-31-08.png
  • Select the Default Patient Contact List field and choose the corresponding audience list from your active campaign. Select Update.2024-03-07_15-31-08.png
  • Select the Default Referral Contact List field and choose the corresponding audience list from your active campaign. Select Update.2024-03-07_15-31-08.png
  • Once you have configured your audience lists, select Sync Mail. Any current subscribed records will now pass over to your email marketing provider. 2024-03-07_15-35-30.png
    • Note: API Rate limits may be applied by the email marketing provider, which can affect subscriptions passing over from CRM to the provider.

Subscribing & Unsubscribing Records

Patient, patient contact, and referral source contact records can easily be subscribed to audience lists tied to your email marketing provider.

  • Patient Records - Email Marketing Toggle
  • Patient Contact Records - Email Marketing Toggle
  • Referral Source Contact - Okay to Contact via e-mail?

A user can unsubscribe patient, patient contact, and referral source contact records directly from the Kipu CRM by accessing the desired record and selecting No on the email marketing-related toggle.

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