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, we would like ActiveCampaign to create a new data record for every buyer in a corresponding list. To do that, we create a new list of contacts and name it "Customers". 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 next steps:
- Go to Zaps menu
- Click on Make a New Zap button
- Scroll down to Built-In Apps and select Webhooks by Zapier
- Choose Catch Hook as 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 Notification URL field at CopeCart, enter a key, and press Save changes:
Go to Product edit page and enable an IPN integration with Zapier:
Then, go to product Checkout page and proceed to Test order. Fill in the fields with 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 next step by clicking on the Continue button. You will be redirected to test step. We strongly recommend you to proceed to testing by pressing Test & Continue. If integration between CopeCart and Zapier works, you will be redirected to the next step:
Next, you should configure the interface between Zapier and ActiveCampaign:
- Select 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 an ActiveCampaign contact list.
- Select an ActiveCampaign account (your personal or your business account) and press Continue.
Next, you will need to select what data from IPN message corresponds to what parameter in ActiveCampaign field. Remember that the parameters themselves and their number will vary depending on what action event you have chosen.
In this example, Zapier will fill in the information fields in ActiveCampaign's contact list:
When you click on Continue button, you will be redirected to another test step. Proceed to testing 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 product is purchased, 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 will trigger creating a new deal at ActiveCampaign, or updating an existing deal, or running an email marketing campaign, etc.