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