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| 1 | +# Umbraco.Forms.Integrations.Crm.ActiveCampaign |
| 2 | + |
| 3 | +This integration provides a custom workflow, allowing form entries to be mapped to an ActiveCampaign contact record, a contact's custom fields or to associate a contact with an existing CRM account. |
| 4 | + |
| 5 | +## Prerequisites |
| 6 | + |
| 7 | +Required minimum versions of Umbraco CMS: |
| 8 | +- CMS: 10.1.0 |
| 9 | +- Forms: 10.1.0 |
| 10 | + |
| 11 | +## How To Use |
| 12 | + |
| 13 | +### Authentication |
| 14 | + |
| 15 | +All requests to the ActiveCampaign API are authenticated by providing |
| 16 | +an API key. The API key is included as an HTTP header called _Api_Token_. |
| 17 | + |
| 18 | +If the configuration is incomplete, the user will receive an error message. |
| 19 | + |
| 20 | +### Configuration |
| 21 | + |
| 22 | +An ActiveCampaign contact has four main properties: email, first name, last name and phone. |
| 23 | +To connect to your ActiveCampaign account, the following configuration is required: |
| 24 | +``` |
| 25 | +"Umbraco": { |
| 26 | + "CMS": { |
| 27 | + "Integrations": { |
| 28 | + "Crm": { |
| 29 | + "ActiveCampaign": { |
| 30 | + "Settings": { |
| 31 | + "BaseUrl": "https://[YOUR_ACCOUNT_NAME].api-us1.com", |
| 32 | + "ApiKey": "[YOUR_API_KEY]", |
| 33 | + "ContactFields": [ |
| 34 | + { |
| 35 | + "name": "email", |
| 36 | + "displayName": "Email", |
| 37 | + "required": true |
| 38 | + }, |
| 39 | + { |
| 40 | + "name": "firstName", |
| 41 | + "displayName": "First Name", |
| 42 | + "required": false |
| 43 | + }, |
| 44 | + { |
| 45 | + "name": "lastName", |
| 46 | + "displayName": "Last Name", |
| 47 | + "required": false |
| 48 | + }, |
| 49 | + { |
| 50 | + "name": "phone", |
| 51 | + "displayName": "Phone", |
| 52 | + "required": true |
| 53 | + } |
| 54 | + ] |
| 55 | + } |
| 56 | + } |
| 57 | + } |
| 58 | + } |
| 59 | + } |
| 60 | +} |
| 61 | +``` |
| 62 | +Email property is mandatory by default through ActiveCampaign API rules. The |
| 63 | +required rule can be extended to the other properties as well, by explicitly specifying that in the ```required``` |
| 64 | +property of each ```ContactFields``` node. |
| 65 | + |
| 66 | + |
| 67 | +### Working with the Umbraco Forms - ActiveCampaign integration |
| 68 | + |
| 69 | +To use it you will need to attach the _ActiveCampaign Contacts Workflow_ to a form, configure the mappings between the contact properties and the form fields, |
| 70 | +select an account if you want to associate the contacts, and/or map any contact custom fields. |
| 71 | + |
| 72 | +When a form is submitted on the website, the workflow will execute and based on the provided email, create or update an ActiveCampaign account. If custom fields mappings |
| 73 | +have been provided, the contact payload will contain custom fields values. |
| 74 | + |
| 75 | +After the account data has been persisted, if an account has been provided in the workflow setup, then an association with the account will be created. |
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