Connect your Active Campaign account

You must use your Active Campaign account to check your subscriptions. In order to check them, you need to connect your account first. You can connect your account with your API Key:

You will find your URL and API key in your Active Campaign account, My Settings > Developer.

Insert URL and API Key

You can Paste the URL and API Key in Yith Plugins > Active Campaign > Integration tab

Save changes and you can see the current connection status with Active Campaig Server.

Active Campaign options

Subscription to the list

Go to the plugin settings dashboard and select, in “Active Campaign list”, the list to which you want to subscribe your users.
All the lists available in your account will be shown: if you have just created a new list and it is not shown among the available ones, click on “Update Lists” button to update the list.

Active Campaign list

Now you can decide the moment for the user to be subscribed to the selected list, by choosing from two options:

  • Once the order is placed
  • Once the order is completed

Register after

 The customer will be automatically added to the list. If you want the customer to choose if he wants to be added or not, you need to select the “show newsletter subscription checkbox”. The checkbox will be shown in the “Checkout” page.

Show newsletter checkbox

  • “Newsletter subscription” label: You can edit the text shown next to the checkbox.
  • Position of “Newsletter subscription” You can choose the position of the newsletter checkbox, on the checkout page.

  • Show “newsletter subscription” as checked: If a customer does not want to be added to the list, they have to ‘uncheck’ the box themselves.

With contact status you can decide if the customer will receive our newsletter or not, there are three options:

  • Instant responders: The customer will receive messages automatically, directly after he subscribed.
  • Future responders: Defines if you want to send messages in the future.
  • Send last message: Define if you want to send the user the last message.

 

List options

In the list options, you have two integration modes. You can select “simple”, if you want to send a general newsletter to your customers. Or select advanced, and let the customer choose their interests among pre-set tags.

Integration mode

Integration mode options

Based on the customers´ interest you are able to send a matching newsletter.

  • Tags label: You can put a sentence that will be shown above the tag list in the Checkout page, for example “Your interests”.
  • Show tags: To make it easier for customers, you can add tags so they can choose what they are interested in.
  • Position for tags: You can select the position of where the tags will be shown, in the Checkout page.

Tags in checkoutpage

Advanced integration modality

With Active Campaign you can connect the fields that are in Active Campaign with those you have in Checkout, including those by default.

The advanced integration modality allows to create a specific set of options: as administrator, you could register users to different lists and possible interest groups basing on specific conditions.

Option set - Advanced integration modality

Now we explain how to configure the set of options. First of all make sure you select the same list in the plugin as in Active Campaign.

Active Campaign List

Fields

As previously mentioned, the plugin allows you to connect the checkout fields to Active Campaign: for each registration, you can save further information, in addition to the classic “First name”, “Last name”, “Email address”. You can also reuse them later for the creation of new forms through Active Campaign.

By default the plugin is already suitable to associate three fields “First name”, “Last name”, “Email address”.

Default fields

First thing you need to do, when you want to associate a new field, is create a new field on Active Campaign. Go to “Lists” -> “manage fields” and add a “new custom field”. For example, lets add “Phone”.

Add new field Active Campaign

Open the plugin again and update the fields by clicking on the “Update fields” button. Now the new field will be shown in the Active Campaign Field list.

Select new field

PLEASE NOTE: check the list you have selected is the same in the plugin as in Active Campaign.

Conditions

In order to have a smart registration to your Active Campaign lists, you can insert an unlimited number of conditions that will be checked during the purchase.
Users will be registered to the lists and/or interest groups only if all the conditions are met.

Conditions

As you can see in the image above, the user will only be registered if the next conditions are met:

  • The order contains at least one “Clothing” category product.
  • The order contains at least one “YITH Backpack”.
  • The order amount is lower than 30$.

Custom condition

You can also check the value of a specific checkout field. In order to locate the field, you need to specify the value of “name” attribute (the value that will be sent to the $_POST variable at the checkout). The data can be easily recovered by opening the browser console and selecting the specific field.

Get field name

For example: we want to make sure that the email field does not include the word “yopmail”. We recover the value of “name” attribute in the email field.

We insert the condition and save the option set.

Insert custom condition

 

Field options

Advanced integration modality

With Active Campaign you can connect the fields that are in Active Campaign with those you have in Checkout, including those by default.

The advanced integration modality allows to create a specific set of options: as administrator, you could register users to different lists and possible interest groups basing on specific conditions.

Option set - Advanced integration modality

Now we explain how to configure the set of options. First of all make sure you select the same list in the plugin as in Active Campaign.

Active Campaign List

Fields

As previously mentioned, the plugin allows you to connect the checkout fields to Active Campaign: for each registration, you can save further information, in addition to the classic “First name”, “Last name”, “Email address”. You can also reuse them later for the creation of new forms through Active Campaign.

By default the plugin is already suitable to associate three fields “First name”, “Last name”, “Email address”.

Default fields

First thing you need to do, when you want to associate a new field, is create a new field on Active Campaign. Go to “Lists” -> “manage fields” and add a “new custom field”. For example, lets add “Phone”.

Add new field Active Campaign

Open the plugin again and update the fields by clicking on the “Update fields” button. Now the new field will be shown in the Active Campaign Field list.

Select new field

PLEASE NOTE: check the list you have selected is the same in the plugin as in Active Campaign.

Conditions

In order to have a smart registration to your Active Campaign lists, you can insert an unlimited number of conditions that will be checked during the purchase.
Users will be registered to the lists and/or interest groups only if all the conditions are met.

Conditions

As you can see in the image above, the user will only be registered if the next conditions are met:

  • The order contains at least one “Clothing” category product.
  • The order contains at least one “YITH Backpack”.
  • The order amount is lower than 30$.

Custom condition

You can also check the value of a specific checkout field. In order to locate the field, you need to specify the value of “name” attribute (the value that will be sent to the $_POST variable at the checkout). The data can be easily recovered by opening the browser console and selecting the specific field.

Get field name

For example: we want to make sure that the email field does not include the word “yopmail”. We recover the value of “name” attribute in the email field.

We insert the condition and save the option set.

Insert custom condition

Style options

With the style options you can personalize the design of the form, by using css rules.

Style options

 

Shortcode and Widget

The premium version of the plugin allows to use shortcode and widget to insert the registration form in your site pages.
Widget and shortcode refer to two different forms that must be configured in the plugin settings dashboard.

Widget options menu

To insert the Active Campaign subscription form through shortcode enter [yith_wcac_subscription_form] in the site page.

The configuration options concerning the forms associated to the widget and shortcode are the same as the checkout registration form. Therefore we suggest you to follow the instructions already analyzed in this page.

Registration form fields

By default, the registration form has only the email field.
However, it is possible to add an unlimited number of fields. You can insert all the fields you have configured in Active Campaign “Lists” -> “manage fields” and add a “new custom field”.

Add custom field

Shortcode attributes

In case you need to use the attributes of the shortcode, here you find the list available for you:

Default attributes

  • list : (int) The id list that user will be added on Active Campaign.
  • title: (string) The form title.
  • submit_label: (string) The button Submit Label.
  • success_message: (string) The message that will be shows if register to Active Campaign has gone well.
  • hide_form_after_registration: (1,0) Choose if you prefer hide the shortcode form after registration. 1 = yes, 0=no.
    status: (1,0) Set the current status for new user. 1 = active, 0 = unsubscribe.
  • instant_responders: (1,0) Set instant responders for new users (Status must be active). 1 = yes, 0 = no.
  • no_responders: (1,0) Do not send any future responders. 1 = yes, 0 = no.
  • send_last_message: (1,0) Whether or not to send last broadcast campaign. 1 = yes, 0 = no.
  • shows_tags: (string1, string2, …) Add the tags separated by commas,that will be added to registered user.
  • tags_label: (string) The tag label that describe tags to select.

Style attributes

  • enable_style: (1,0) Enable custom style on form. 1 = yes, 0 = no.
  • round_corners: (1,0) Define if we want round corners on Submit Button. 1 = yes, 0 = no.
  • background_color: (string) Define the background color for Submit button.
  • text_color: (string) Define the text color for Submit button.
  • border_color: (string) Define the border color for Submit button.
  • background_hover_color: (string) Define the background color for Submit button when mouse is hover him.
  • text_hover_color: (string) Define the text color for Submit button when mouse is hover him.
  • border_hover_color: (string) Define the border color for Submit button when mouse is hover him.
  • custom_css: (string) Define any custom css style.

Export

The premium version of the plugin gives you the possibility to export directly from your store a set of users for your Active Campaign list.
You can export automatically to your Active Campaign account or manually on CSV file.

Export settings

  • Active Campaign list: the Active Campaign list to which you want to export the list of users coming from your store.
  • Status: Active or unsubscribe.
  • Instant responders: 
  • No future responders
  • Groups of users: users of your sthop that you want to export to the specified Active Campaign list. You can choose among .. different possibilities:
    • All users
    • All customers
    • Select a group of users manually
    • Filter users using custom conditions

If you have exported your users list in CSV format, we suggest you to follow the Active Campaign guidelines in order to import in the correct way. You will find the buttons (shown below) on your Active Campaign page. 

Import or export files