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Export segments to ActiveCampaign
Learn how to configure the connection and export to ActiveCampaign.
09/01/2023
mhart
conceptual
pkieffer
philk

Export segments to ActiveCampaign (preview)

[!INCLUDE public-preview-banner]

Export segments of unified customer profiles to ActiveCampaign and use them for marketing activities.

Prerequisites

Known limitations

  • Private link in combination with Bring your own storage (BYOS) is not supported.
  • Up to 1 million customer profiles per export to ActiveCampaign, which can take up to 90 minutes to complete. The number of customer profiles that you can export to ActiveCampaign depends on your contract with ActiveCampaign.
  • Segments only.

Set up connection to ActiveCampaign

[!INCLUDE export-connection-include]

  1. Go to Settings > Connections.

  2. Select Add connection and choose ActiveCampaign.

  3. Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.

  4. Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.

  5. Enter your ActiveCampaign API Key and REST Endpoint Hostname. The REST Endpoint Hostname is the hostname only, without https://.

  6. Review the data privacy and compliance and select I agree.

  7. Select Connect to initialize the connection.

  8. Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.

  9. Select Save to complete the connection.

Configure an export

[!INCLUDE export-permission-include]

  1. Go to Data > Exports.

  2. Select Add export.

  3. In the Connection for export field, choose a connection from the ActiveCampaign section. Contact an administrator if no connection is available.

  4. Enter a name for the export.

  5. Enter your ActiveCampaign List ID.

  6. In the Data matching section, in the Email field, select the field that represents a customer's email address.

  7. Optionally, export First name, Last name, and Phone to create more personalized emails. Select Add attribute to map these fields.

  8. Select the segments you want to export.

  9. Select Save.

[!INCLUDE export-saving-include]

[!INCLUDE footer-include]