In this article, you can familiarize yourself with an example of the CopeCart and ActiveCampaign integration via Zapier.
At first, go to your ActiveCampaign account and configure an action you'd like to be performed when a customer purchases a product at CopeCart.
In this example, ActiveCampaign creates a new data record for every buyer in a corresponding list. To do that, create a new list of contacts and name it "Customers". The default fields will be used in this example, but you can customize the list parameters.
Next, switch to Zapier to configure it properly.
To make Zapier know it should "listen" to your product sale process, you need to create a Webhook. In other words, you need to establish a mechanism of notifying the system that something had happened.
To do that, go to your Zapier account and follow the next steps:
- Go to the Zaps menu.
- Click on a Make a New Zap button.
- Scroll down to Built-In Apps and select Webhooks by Zapier.
- Choose Catch Hook as a trigger event and press Continue.
What you just created is a Webhook Endpoint. It is a unique address where the specific messages will be sent to when some action happens.
Next, you need to configure an IPN connection between Zapier and CopeCart so that every time when the product is purchased, CopeCart will send a notification to the Webhook Endpoint.
To do that, open the CopeCart member area in a new tab, click on your username in the upper-right corner, and proceed to IPN connections:
Create and name a new generic IPN integration:
Now you need to tell CopeCart to send notifications to the Webhook Endpoint that you have created at Zapier. To do that, simply copy the Webhook URL from Zapier to the Notification URL field at CopeCart, enter a key, and press Save changes:
Go to the Product edit page and enable an IPN integration with Zapier:
Then, go to the product Checkout page and proceed to the Test order. Fill in the fields with the whatever user information you want, select a payment plan and Test payment option, and click on Order now:
You have just completed a test order. Now, switch to Zapier and proceed to the next step by clicking on the Continue button. You will be redirected to the test step. We strongly recommend you to proceed to test by pressing Test & Continue. If the integration between CopeCart and Zapier works, you will be redirected to the next step:
Next, you should configure an interface between Zapier and ActiveCampaign:
- Select the ActiveCampaign App.
- Choose an action event from a drop-down list and press Continue.
This example uses a Create/Update Contact option as an event. It means that every time when the product is purchased, a new contact with corresponding parameters will be created in the ActiveCampaign contact list.
- Select an ActiveCampaign account (your personal or business account) and press Continue.
Next, you need to select what data from the IPN message corresponds to what parameter in the ActiveCampaign field. Remember that the parameters themselves and their number will vary depending on the action event you have chosen.
In this example, Zapier will fill in the information fields in ActiveCampaign's contact list:
When you click on the Continue button, you will be redirected to another test step. Proceed to test to see if everything works right.
Go to your ActiveCampaign account to check the result:
If configurations are correct, there will be no errors, and you can turn your Zap on!
After you have enabled the Zap, every time when the buyer purchases a product at CopeCart, a corresponding record appears in your ActiveCampaign account. In this example, a new account is created in a corresponding list:
You can integrate CopeCart with ActiveCampaign for other actions in almost the same way. So, for example, when a customer purchases a product at CopeCart, Zapier triggers creating a new deal at ActiveCampaign, or updating an existing deal, or running an email marketing campaign, etc.