Nothing is more annoying than using systems that don’t speak to each other. Luckily, we’ve been there and we have done that. By that I mean helping a client integrate her Uscreen digital content platform with ActiveCampaign – her preferred email marketing system. If you’re not using ActiveCampaing yet, you can start your free 15-day trial from this page.
How we did it: Zapier
Zapier is the Girls’ best friend when it comes to integration & automation help for all sorts of different scenarios.
By using Zapier, we can easily integrate the 2 systems. Here are the 4 zaps that we created for this school which you can add to your Zapier profile in a few clicks, for free.
Zap 1: Add new Uscreen users to Activecampaign
Here is how we configured each step:
Zap 2: Change the ActiveCampaign tag of a user everytime a Uscreen user cancels their membership
This is if you’re used to sending email to members and non members and you want to automate removing the “member” tag from ActiveCampaign.
This is the structure of the tag, how you customise this depends on your tags. We Add “Former Member” and Remove “Member” and the first step has to be to FIND the contact in ActiveCampaign
Zap 3: Tag Contacts in ActiveCampaign based on their Uscreen purchases
This is a very important tag that allows you to record what membership or individual courses any user has purchased. To filter out people who are trialling, we need to add a filter step. Here’s the trigger:
Then the filter:
Then the ActiveCampaign settings:
