We have compiled the most commonly asked questions regarding your Trail and ActiveCampaign Integration here in this article!
If you have an ActiveCampaign specific question e.g. of setting up automations, please do consult your support representative from there, or search the ActiveCampaign Help Centre.
If you don't see your question regarding your integration, feel free to email the Trail Support Team at support@gettrail.com for help! 👍
In this article you will learn:
How do I track ActiveCampaign Emails within a Client Profile in Trail?
How do I manually add or remove a contact/s from an automation?
How does Custom Profile Tagging in Trail work with the ActiveCampaign Integration?
How do I track ActiveCampaign Emails within a Client Profile in Trail?
As a financial adviser, keeping a record of all your communication with your clients is important, ActiveCampaign can record all activity, such as email sending, opens and clicks. In addition to this you can sync certain emails to your Trail client timelines too.
Note: if you have a premium ActiveCampaign licence you can send these emails though the 1:1 email feature, the below steps are for users with a lite or plus licence.
Setup
From your automation add a new step beside the email you are planning on sending, the example below is for a client's birthday message.
From the side bar click on Send a notification email
Within the popup that appears under the Send to heading add %BCC_EMAIL%, this will only work if you have the BCC email merge field added to your list.
Set the subject and message to be the same as the email being sent to the client.
Once this is set up a copy of the email will be sent to Trail and will appear on your client's timeline.
Note: these notification emails can take some time to send, it may be 20 minutes or more before you can see the copy of the email in Trail.
How do I manually add or remove a contact(s) from an automation?
We found an article in ActiveCampaign's Help Center that we feel would be quite useful for our users' workflow! Please check this out if you're looking to tweak your automation to just the right users 👍
How does Custom Profile Tagging in Trail work with the ActiveCampaign Integration?
Trail now has Custom Profile Tagging available, which means you can tag any profile with any specific, customized tag you create in Trail! This tool means clearer identification of groups of clients, and is especially helpful for creating target marketing/ email campaigns if you use this feature with your ActiveCampaign Integration! 🤩
Adding Custom Tags
Once you have added a custom tag to a profile, this should sync over to AC within the expected timeframe:
Bulk Edit to Add Custom Tags & Syncing
When you bulk edit in Trail on the Contact page to assign a tag (or a few tags) to multiple Profiles - this should also sync for your contacts in ActiveCampaign! 👍
