After you have done your initial setup of your Trail integration with ActiveCampaign, here are further details to the Custom Fields definitions, the additional Tagging definitions for contacts synced to AC, and also some special conditions about this integration you should be aware of!

This is to further explain what the custom fields mean for the Trail/ AC integration.

Partner First Name
​The preferred name of the Partner, or the first name if no preferred name is given.

Joint Greeting
​The preferred name, or first name of the Client followed by the preferred or first names of all other contacts sharing the same email address separated by an ‘&’.

Client Entity Id
The id of the Client in Trail.

Partner Entity id
​The id of the Partner in Trail.

Client Category
The rating of the Profile the Client is a part of (options: ‘A’, ‘B’, ‘C’, ‘D’).

City
​The city component of the address where the Client lives.

Mobile Phone
​If the Client has a specific mobile number this is used, if not then any phone number they have recorded is taken.

BCC Email
​An email address used to link emails directly to the Clients timeline in Trail.

Annual Review Month
​The name of the month of the client’s annual review date. This is only passed to ActiveCampaign if the ‘Contact Type’ field is set, and is not ‘Prospect’.

Annual Review Date
​The date of the client’s annual review. This is only passed to ActiveCampaign if the ‘Contact Type’ field is set, and is not ‘Prospect’.

Client DOB
​The date of birth of the Client.

Partner DOB
​The date of birth of the Partner.

Gender
​The Gender of the Client.

Adviser Name
​The name of the adviser who is in charge of the profile the Client belongs to.

Stage
​The pipeline stage that the client reached most recently (this will appear in ActiveCampaign as 'Pipeline - Stage Name' e.g: Mortgage Advice - New Lead)

Active or Archived
​Whether the Clients profile is active or not in Trail.

Insurance Provider
​The provider of the next upcoming insurance policy that the Client is an owner or a beneficiary of.

Mortgage Provider
​The lender of the next upcoming mortgage that the Client is a borrower of.

Insurance Policy Number
​The policy number of the next upcoming insurance policy that the Client is an owner or a beneficiary of.

Insurance Renewal Date
​The renewal date of the next upcoming insurance policy that the Client is an owner or a beneficiary of.

Mortgage Interest Rate Type
​The type of loans the Client is a borrower of, if they only have fixed loans, only floating loans or a mixture (options: ‘Fixed Rate’, ‘Floating Rate’, ‘Mixed Rate’).

Mortgage Interest Rate
​The interest rate of the next upcoming mortgage that the Client is a borrower of.

Fixed Rate Expiry Date
​The fixed rate expiry date of the next upcoming mortgage that the Client is a borrower of.

Fixed Rate Term
​The full fixed term of the next upcoming mortgage that the Client is a borrower of.

Contact Type
​The status of the profile the Client belongs to (options: ‘Prospect’, ‘Active Client’, ‘Former Client’).

Profile Source
​The specified source of the profile (options: can be customised in your organisation settings).

The names of every insurance provider and mortgage lender providing products to the Client will be added as a tag.

The name of the adviser who is in charge of the profile the Client belongs to will be added.
If the profile the Client belongs to is marked as a ‘Prospect’ the tag ‘Prospect’ will be added.

If the Client has completed a mortgage application and specified that they are intending on buying a first home the tag 'First Home Buyer' will be added. this tag will be removed once this application has been completed.

Each contact in Trail may have different relationships to profiles, for example an existing client may also be a real estate agent who refers you business, these set of tags will record the different relationships so it is easy for you to segment your list for newsletters to referral partners or other service providers.

Beyond simply passing your Trail data into ActiveCampaign, Trail also performs some smart actions to make sure that your contacts in ActiveCampaign remain up to date throughout time. Learn about these below:

When an Opportunity is won in Trail and the contacts are prospects, the contacts are automatically changed from ‘Prospect’ Status to ‘Existing Client’. This then triggers an update in ActiveCampaign where the tag ‘New Client’ is added to the contacts as their ‘Contact Type’ field changes from ‘Prospect’ to ‘Active Client’.

When a profile in Trail is set to be ‘Unsubscribed’ the contacts in ActiveCampaign have their ‘Contact Type’ field changed to be ‘Former Client’.

If a contact is deceased they will always have their ‘Contact Type’ field marked as ‘Former Client’ in ActiveCampaign.

When Trail updates tags in ActiveCampaign it will automatically remove any existing tags to update them with new ones, this is done to insure things like the list of mortgage or insurance providers for the client remain up to date, however there are a list of tags that are permanent and are not removed by Trail:

You may have further questions that can be answered here in our ActiveCampaign FAQs article!