Guide: Using ActiveCampaign with Databox

HOW TO

How to connect ActiveCampaign to Databox

IN THIS SECTION

How to connect ActiveCampaign to Databox

To connect an ActiveCampaign Account in Databox, go to Data Sources > + New connection. Type ActiveCampaign in the search bar and click on the green Connect button. 

This will open the  Activation window, which is where you will be prompted to enter your ActiveCampaign URL and API Key. These can be found in ActiveCampaign by navigating to User Profile > My Settings > Developer.

You must have permissions to the following products in order to connect an ActiveCampaign Account in Databox: "Lists," "Campaigns," "Automations," "Subscription Forms," "Reports," and "Deals." If permissions are missing, the ActiveCampaign Account will not successfully connect and an error message will be visible in the Data Manager.  

How much historical data is synced when you first connect ActiveCampaign to Databox?

When you connect a new ActiveCampaign Data Source in Databox, no historical data is initially synced. 

Pro Tip: Once your ActiveCampaign Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical ActiveCampaign data in your Databox reports. Learn more here

What time zone does ActiveCampaign data sync in? 

ActiveCampaign data is synced in UTC. 

How to access pre-built ActiveCampaign Templates

1
 Navigate to the Databoards > Template Library  
2
 In the Data Source drop-down list, select ActiveCampaign
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own ActiveCampaign data, click Use Template
5
 Select the appropriate ActiveCampaign Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected ActiveCampaign Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular ActiveCampaign Templates

ActiveCampaign Overview


This dashboard gives you a full overview of all your ActiveCampaign marketing and sales metrics.

How to build a Databoard using ActiveCampaign data

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate ActiveCampaign Account from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built ActiveCampaign Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate ActiveCampaign Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data
 
9
 Complete steps 4-8 until your Databoard is complete


View a full list of ActiveCampaign Metrics available in Databox here.

Additional Information

  • You must have permissions to the following products in order to connect an ActiveCampaign Account in Databox: "Lists," "Campaigns," "Automations," "Subscription Forms," "Reports," and "Deals." If permissions are missing, the ActiveCampaign Account will not successfully connect and an error message will be visible in the Data Manager.  
  • "Active Lists by Campaign:" In order for Lists to show, at least 1 Contact needs to be added to the list after the ActiveCampaign Account was connected to Databox.
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