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      Guide: Using ActiveCampaign with Databox

      HOW TO

      How to connect ActiveCampaign to Databox

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      How to connect ActiveCampaign to Databox

      To connect an ActiveCampaign Account in Databox, go to Data Manager > + 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.

      What ActiveCampaign permissions do you need to connect to Databox?

      You must have permissions to the following products in order to connect an ActiveCampaign Account in Databox: "Lists," "Campaigns," ''Contacts,'' "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. Learn how to set the permissions in your ActiveCampaign account here.

      What's the maximum amount of historical data initially available when you use a new ActiveCampaign Metric in Databox?

      When you connect a new ActiveCampaign Data Source to Databox, no historical data is initially synced. Data is synced for the Metrics that are being used in your Account, so when you first use a new Active Campaign Metric, data will start to sync. 

      Certain Metrics may have more or less historical data available. For example, metrics that represent the total metric value (i.e. ''Active Contacts'', ''Deals'', etc.) do not have historical data available when first used. We only pull in the total current value, but we will accumulate historical data for these Metrics in Databox over time and the metric value will be shown cumulatively.  

      For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      Pro Tip:  In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more  here .

      The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here.

      What time zone does ActiveCampaign data sync in? 

      ActiveCampaign data is synced in UTC time zone. 

      How to access pre-built ActiveCampaign Templates

      1. Navigate to the Databoards > Public Templates  
      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

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      Popular ActiveCampaign Metrics

           
      Contacts Deals Amount by Title Clicks by Campaign

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

      How to build a Databoard

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

      Additional Information

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      Metric Considerations

      • "Contacts by List" and "Active Contacts by List:" Due to technical limitations, we are able to access a maximum 200 lists metrics.
      • "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.
      • ''Contacts by Tag'': We are pulling this data from the Active Campaign Contacts List. In order to verify this data between Databox and ActiveCampaign, open your ActiveCampaign account and navigate to Contacts in the lefthand menu > choose column Tags > navigate to the Settings drop-down menu on the right side of the column titles. You can further filter your contacts by tag to see which specific contacts belong to a specific tag. 

      Granularity Restrictions

      • Due to API limitations, hourly granularity is not supported. This may affect visualization options for Charts in Databox.

        For example, if a ActiveCampaign Metric is used on a Line or Bar Chart with ''Yesterday'' Date Range selected, hourly data won't be displayed on the Chart.
        However, the big number above the Chart will accurately reflect the Metric value for the selected Date Range.

        Learn more about Granularity here.