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How to integrate and sync email with Active Campaign
How to integrate and sync email with Active Campaign

Learn how to integrate and sync email with Active Campaign

Gergely Nagy avatar
Written by Gergely Nagy
Updated over 2 months ago

Connecting ActiveCampaign with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs.

When the design or content is updated in Chamaileon and the Sync button is pressed, the template will automatically update in ActiveCampaign.

This guide will walk you through the integration process step-by-step, covering everything you need to get started.

Prerequisites

Before you begin the process, make sure you have:

  • An active Chamaileon account with Administrator or Content Manager access.

  • Access to your ActiveCampaign account with the necessary permissions (e.g., Admin access).

  • Your ActiveCampaign API URL and API key, which you will obtain during the integration setup.

Figure 1 - Obtaining the API URL and API key from ActiveCampaign under "Settings" > "Developer"

Step-by-Step Integration Setup Process

Step 1: Access Integration Settings in Chamaileon

  1. Log in to your Chamaileon account.

  2. Navigate to the Workspace settings and select the "Integrations" tab.

  3. Choose "ActiveCampaign" from the list of available integrations.

Step 2: Obtain API URL and API Key from ActiveCampaign

  1. Log in to your ActiveCampaign account.

  2. Navigate to "Settings," then select "Developer."

  3. Here, you will find your API URL and API key. Copy both of these values.

    • Note: Ensure you have the necessary permissions to access this information.

  4. Return to Chamaileon with the copied API URL and API key.

Step 3: Authorize ActiveCampaign with Chamaileon

  1. In the Chamaileon integration setup for ActiveCampaign, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple ActiveCampaign accounts.

  2. Name the integration variation and click "Auth."

  3. Enter the API URL and API key you obtained from ActiveCampaign to complete the authorization.

Data Sync Details

The integration will sync the following data between Chamaileon and ActiveCampaign:

  • Subject Line: The email's subject line.

  • Preview Text: The preview text displayed in the recipient's inbox.

Testing the Integration

  1. To test the integration, try syncing a sample email template from Chamaileon to ActiveCampaign.

  2. Check your ActiveCampaign account to verify that the template has been successfully imported.

    • If the export is successful, you’re all set!

Handling API Limits and Security Considerations

  • API Limits: ActiveCampaign may impose API call limits. Refer to ActiveCampaign’s documentation to ensure you stay within these limits.

  • Security: Keep your API URL and API key secure and do not share them. If you suspect they have been compromised, regenerate the key in your ActiveCampaign account.

Troubleshooting and Known Limitations

  • Common Issues:

    • If the connection fails, double-check that the API URL and API key are correctly copied and have the necessary permissions.

    • Ensure that your ActiveCampaign account has the correct access level for integration.

  • Known Limitations:

    • This integration supports syncing only email templates.

    • Supported file types and character limits depend on ActiveCampaign’s specifications.

  • Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.

Disconnecting or Removing the Integration

  1. To safely disconnect or remove the ActiveCampaign integration, go to the “Integrations” section in Chamaileon Workspace settings.

  2. Click on the ActiveCampaign card, select the desired variation, and click the red "Delete Variation" button.

  3. Remember to remove access/authorization credentials from ActiveCampaign as well.

Sync Email Designs with ActiveCampaign

  1. From the email dashboard, click the "Sync" button in the email's menu.

  2. Choose "ActiveCampaign" from the options list.

  3. Customize your email template's settings, such as the subject line and preview text, before clicking "Sync."

Attention!

  • Avoid editing the code directly in ActiveCampaign, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.

  • Syncing one template to multiple ActiveCampaign accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.

Conclusion

You have now successfully integrated ActiveCampaign with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.

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