To check your subscriptions, you must use your Active Campaign account and connect it through your API Key.
You can find your URL and API key in your Active Campaign account > My Settings > Developer.
URL and API Key must be copied in the related plugin fields in YITH > Active Campaign > Integration tab.
After saving changes, you will see the current connection status with the Active Campaign Server.
To select the list to which you want to subscribe your users, go to Register > List Options > Active Campaign list where all the lists available in your account will show. If you have just created a new list and it doesn’t show among the available ones, click on the Update Lists button to update it.
Now you can decide the moment for the user to be subscribed to the selected list by choosing from two options available in the tab Checkout:
The customer will be automatically added to the list. If you want customers to choose whether to be added or not, you need to enable the option “Show newsletter subscription checkbox“. The checkbox will show on the “Checkout” page.
You can also set a custom text and the position for the checkbox through the options:
With contact status, you can decide whether the customer will receive your newsletter or not. There are three options:
To prevent spam registrations to your lists, you can enable Google reCAPTCHA from YITH > Active Campaign > Integration >reCaptcha Options.
But first of all, let’s see how to get your reCAPTCHA site key and secret key.
Register an account on Google (if you don’t have any yet), go to https://www.google.com/recaptcha/about/ and click on v3 Admin Console.
Now select reCAPTCHA v2 “I’m not a robot”, which is the version supported by the plugin, fill in the available fields and click on the submit button to add the reCAPTCHA to your site.
The site key and secret key are now created.
Go to the reCaptcha options section in the Integration tab and copy and paste the site and secret keys into the related fields.
In List options, you have two integration modes. You can select “simple” if you want to send a general newsletter to your customers or “advanced” to let the customer choose their interests among pre-set tags.
Based on the customers´ interest, you are able to send a matching newsletter.
With Active Campaign, you can connect the fields that are in Active Campaign with those you have in Checkout, including the default ones.
The advanced integration modality allows creating a specific set of options: as an administrator, you can register users to different lists and possible interest groups depending on specific conditions.
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.
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 to create new forms through Active Campaign.
By default, the plugin is already suitable to associate three fields “First name”, “Last name”, “Email address”.
The first thing you need to do, when you want to associate a new field, is to create a new field on Active Campaign. Go to “Lists” -> “manage fields” and add a “new custom field”. For example, let’s add “Phone”.
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.
PLEASE NOTE: make sure the list you have selected is the same in the plugin as in Active Campaign.
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.
As you can see in the image above, the user will only be registered if the next conditions are met:
You can also check the value of a specific checkout field. To locate the field, you need to specify the value of the “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.
For example, we want to make sure that the email field does not include the word “yopmail”. We recover the value of the “name” attribute in the email field.
We insert the condition and save the options set.
With Active Campaign, you can connect the fields that are in Active Campaign with those you have in Checkout, including the default ones.
The advanced integration modality allows creating a specific set of options: as an administrator, you can register users to different lists and possible interest groups based on specific conditions.
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.
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”.
The first thing you need to do, when you want to associate a new field, is to create a new field on Active Campaign. Go to “Lists” -> “manage fields” and add a “new custom field”. For example, let’s add “Phone”.
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.
PLEASE NOTE: make sure the list you have selected is the same in the plugin as in Active Campaign.
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.
As you can see in the image above, the user will only be registered if the next conditions are met:
You can also check the value of a specific checkout field. To locate the field, you need to specify the value of the “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.
For example, we want to make sure that the email field does not include the word “yopmail”. We recover the value of the “name” attribute in the email field.
We insert the condition and save the options set.
With the style options, you can customize the design of the form by using CSS rules.
Thanks to the e-commerce deep data integration, you will be able to record all the order details to your Active Campaign account, so there will be a reference to products purchased by the customer and you will be able to segment your target audience and send targeted campaigns or create automation based on what has been purchased.
To activate it, go to YITH > Active Campaign > Deep Data: you will be asked to enter the store name and logo. Then, click on Connect store.
Once you’ve activated the deep data integration, you will be able to see additional options for the Abandoned Cart automation.
Finally, you’ll be able to also sync all the orders that have been made before the plugin was installed and send all the details to your Active Campaign account. Just click on Start Sync to start the process.
Once you have activated the Deep Store integration, you will be able to see it in the Integrations menu in your Active Campaign account.
You will see all orders and carts with detailed information about the cart contents.
This is the detail of a user’s contact. Here you can see the total revenue, the number of orders placed and products purchased, a list with all associated orders with reference to the status (Completed or Abandoned Cart) and the order products.
Based on the data collected by the plugin, you will be able to use customers’ information in your Active Campaign account for targeted campaigns and follow-up emails.
You can create a custom segment…
… or choose among the many automation available:
If needed, you can limit the use of coupons only to users that have an abandoned cart registered on Active Campaign. To do it, you must enable the option that you can find in the Usage restriction tab of WooCommerce coupons. After enabling it, you can define the number of days for the coupon validity.
The plugin allows using shortcode and widget to add the registration form to your site pages.
Widget and shortcode refer to two different forms that must be configured in the plugin settings dashboard.
To insert the Active Campaign subscription form through shortcode, enter [yith_wcac_subscription_form] on 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 follow the instructions already analyzed on this page.
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”.
In case you need to use the attributes of the shortcode, here you find the list available for you:
From the tag page, the admin will be able to select the tags that will be automatically added to the customer when the order switches to another status.
