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ActiveCampaignWrapper

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This library is designed to help ruby/rails based applications communicate with the publicly available REST API for ActiveCampaign. It also supports a lot of functionality which is currently undocumented in the REST API.

If you are unfamiliar with the ActiveCampaign REST API, you should first read the documentation located at https://developers.activecampaign.com/reference.

Installation

Add this line to your application's Gemfile:

gem 'active_campaign_wrapper'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install active_campaign_wrapper

Usage

Table of Contents

You can specify your Endpoint URL and API token in a config file looking like this.

ActiveCampaignWrapper.config do |config|
  config.endpoint_url = 'your-url'
  config.api_token = 'your-token'
end

and then initialize the client like

client = ActiveCampaignWrapper::Client.new

OR

You can pass the Endpoint URL and API token directly to the client.

client = ActiveCampaignWrapper::Client.new({
  endpoint_url: 'your-url',
  api_token: 'your-token'
})

Create a tag

client.tags.create({
  tag: 'Tag Name',
  tag_type: 'contact',
  description: 'Tag description'
})

BODY PARAMS

  • tag (string) : Name of the new tag
  • tag_type (string): Tag-type of the new tag. Possible Values: template, contact.
  • description (string): Description of the new tag

Retrieve a tag

client.tags.find(tag_id)

Update a tag

client.tags.update(tag_id, {
  tag: 'Updated Tag Name'
})

Delete a tag

client.tags.delete(tag_id)

List all tags

client.tags.all

QUERY PARAMS (Optional)

  • search (string): Filter by name of tag(s)

Create a list

client.lists.create({
  name: 'New List',
  stringid: 'new-list',
  sender_url:'https://workytical.com',
  sender_reminder: 'You are getting this notification as you have subscribed to our list.'
})

BODY PARAMS

  • name* (string): Name of the list to create
  • stringid* (string): URL-safe list name. Example: 'list-name-sample'
  • sender_url* (string): The website URL this list is for.
  • sender_reminder* (string): A reminder for your contacts as to why they are on this list and you are messaging them.
  • send_last_broadcast (boolean): Boolean value indicating whether or not to send the last sent campaign to this list to a new subscriber upon subscribing. 1 = yes, 0 = no
  • carboncopy (string): Comma-separated list of email addresses to send a copy of all mailings to upon send
  • subscription_notify (string): Comma-separated list of email addresses to notify when a new subscriber joins this list.
  • unsubscription_notify (string): Comma-separated list of email addresses to notify when a subscriber unsubscribes from this list.
  • user (integer): User Id of the list owner. A list owner is able to control campaign branding. A property of list.userid also exists on this object; both properties map to the same list owner field and are being maintained in the response object for backward compatibility. If you post values for both list.user and list.userid, the value of list.user will be used.

Retrieve a list

client.lists.find(list_id)

Update a list

client.lists.update(list_id, {
  name: 'Updated List Name'
})

Delete a list

client.lists.delete(list_id)

Retrieve all lists

client.lists.all

QUERY PARAMS (Optional)

  • filters[name] (string): Filter by the name of the list.

List Groups - Api Reference

Create a list group permission

client.list_groups.create({
  listid: list_id,
  groupid: group_id
})

BODY PARAMS

  • listid* (integer): ID of the list
  • groupid* (integer): ID of the group that list should be associated with

Retrieve a list group permission

client.list_groups.find(list_group_id)

Delete a list group permission

client.list_groups.delete(list_group_id)

Retrieve all list group permissions

client.list_groups.all

Contacts - Api Reference

Create a contact

client.contacts.create({
  email: 'contact@email.com',
  first_name:'first',
  last_name: 'last'
})

BODY PARAMS

  • email* (string): Email address of the new contact. Example: 'test@example.com'
  • first_name (string): First name of the new contact.
  • last_name (string): Last name of the new contact.
  • phone (integer): Phone number of the contact.
  • field_values (array): Array of contact's custom field values [{field, value}]

Create or update contact

client.contacts.sync({
  email: 'contact@email.com',
  first_name:'first',
  last_name: 'last'
})

Update list status for a contact

client.contacts.update_list_status({
  list: list_id,
  contact: contact_id,
  status: 1
})

BODY PARAMS

  • list* (string/integer):ID of the list to subscribe the contact to

  • contact* (string/integer): ID of the contact to subscribe to the list

  • status* (string/integer): Possible Values: -1..3

    • -1 Any
    • 0 Unconfirmed
    • 1 Active
    • 2 Unsubscribed
    • 3 Bounced

    Set to "1" to subscribe the contact to the list. Set to "2" to unsubscribe the contact from the list. WARNING: If you change a status from unsubscribed to active, you can re-subscribe a contact to a list from which they had manually unsubscribed.

  • sourceid (integer): Set to "4" when re-subscribing a contact to a list

Retrieve a contact

client.contacts.find(contact_id)

Update a contact

client.contacts.update(contact_id, {
  first_name: 'Updated Contact Name'
})

Delete a contact

client.contacts.delete(contact_id)

Retrieve all contacts

client.contacts.all

QUERY PARAMS (Optional)

  • ids (string): Filter contacts by ID.
  • email (string): Email address of the contact you want to get
  • email_like (string): Filter contacts that contain the given value in the email address
  • exclude (integer): Exclude from the response the contact with the given ID
  • formid (integer): Filter contacts associated with the given form
  • id_greater (integer): Only include contacts with an ID greater than the given ID
  • id_less (integer): Only include contacts with an ID less than the given ID
  • listid (string): Filter contacts associated with the given list
  • search (string): Filter contacts that match the given value in the contact names, organization, phone or email
  • segmentid (integer): Return only contacts that match a list segment (this param initially returns segment information, when it is run a second time it will return contacts that match the segment)
  • seriesid (integer): Filter contacts associated with the given automation
  • tagid (integer): Filter contacts associated with the given tag
  • filters[created_before] (date) Filter contacts that were created prior to this date
  • filters[created_after] (date): Filter contacts that were created after this date
  • filters[updated_before] (date): Filter contacts that were updated before this date
  • filters[updated_after] (date): Filter contacts that were updated after this date
  • waitid (integer): Filter by contacts in the wait queue of an automation block
  • orders[cdate] (string): Order contacts by creation date
  • orders[email] (string): Order contacts by email
  • orders[first_name] (string): Order contacts by first name
  • orders[last_name] (string): Order contacts by last name
  • orders[name] (string): Order contacts by full name
  • orders[score] (string): Order contacts by score
  • in_group_lists (string): Set this to "true" in order to return only contacts that the current user has permissions to see.

Bulk import contacts

client.contacts.bulk_import({
  contacts: [
    {
      email: 'someone@somewhere.com',
      first_name: 'Jane',
      last_name: 'Doe',
      phone: '123-456-7890',
      customer_acct_name: 'ActiveCampaign',
      tags: [
        'dictumst aliquam augue quam sollicitudin rutrum'
      ]
    }
  ],
  callback: {
    url: "www.your_web_server.com",
    request_type: "POST",
    detailed_results: "true",
    params: [
      { "key": "", "value": "" }
    ],
    headers: [
      { "key": "", "value": "" }
    ]
  }
})

BODY PARAMS

  • contacts* (array of objects): An array of objects containing information about a single contact. Up to 250 contacts may be included in a single request. The suggested minimum number of contacts is 10. If less than that, then contact/sync api request should be used.
  • callback (object): Callback function to notify users when an import is complete.
  • url (string): The URL endpoint which the importer will make a request to once the import has completed.
  • request_type (string): Can be set to either “GET” or “POST”. Determines the type of HTTP request which will be sent to the specified endpoint.
  • detailed_results (string): When set to “true” and the requestType parameter is set to “POST”, the callback will include the number of successes and failures in the originating request, as well as an array of error messages for each failed contact.
  • params (array of objects): A list of parameters to include in the callback request. Add each parameter in the form of a key-value pair. For a GET request, each parameter will be appended to the end of the URL in a query string. For a POST request, parameters will be included in the body of the request.
  • headers (array of objects): A list of headers to include in the callback request. Add each header in the form of a key-value pair.

Contact Tags - Api Reference

Retrieve all tags of a contact

client.contact_tags.all(contact_id)

Add a tag to a contact

client.contact_tags.create({
  contact: contact_id,
  tag: tag_id
})

BODY PARAMS

  • contact* (integer): Contact's id
  • tag* (integer): Tag's id

Retrieve a contact tag

client.contact_tags.find(contact_tag_id)

Remove a tag from a contact

client.contact_tags.delete(contact_tag_id)

Contact Automations - Api Reference

List all automations the contact is in

client.contact_automations.all(contact_id)

Contact Score Values - Api Reference

Retrieve a contact's score values

client.contact_score_values.all(contact_id)

Email Activities - Api Reference

Retrieve all email activities

client.email_activities.all

QUERY PARAMS (Optional)

  • filters[subscriberid] (integer): Set this parameter to return only email activities belonging to a given subscriber.
  • filters[dealId] (integer): Set this parameter to return only email activities belonging to a given deal.

Custom Fields - Api Reference

Create a custom field

client.custom_fields.create({
  type: "textarea",
  title: "Field Title",
  descript: "Field description",
  perstag: "Personalized Tag",
  defval: "Defaut Value",
  visible: 1,
  ordernum: 1
})

BODY PARAMS

  • title* (string): Title of the field being created
  • type* (string): Possible Values: dropdown, hidden, checkbox, date, text, datetime, textarea, NULL, listbox, radio
  • descript (string): Description of field being created
  • perstag (string): The perstag that represents the field being created
  • defval (string): Default value of the field being created
  • show_in_list (boolean): Show this field in the contact list view (Deprecated - no longer used)
  • visible (boolean): Show or hide this field when using the Form Builder
  • service (string): Possible Vales: nimble, contactually, mindbody, salesforce, highrise, google_spreadsheets, pipedrive, onepage, google_contacts, freshbooks, shopify, zendesk, etsy, NULL, bigcommerce, capsule, bigcommerce_oauth, sugarcrm, zohocrm, batchbook
  • ordernum (integer): Order of appearance in ‘My Fields’ tab.

Retrieve a custom field

client.custom_fields.find(field_id)

Update a custom field

client.custom_fields.update(field_id, {
  title: 'Updated Field Title'
})

Delete a custom field

client.custom_fields.delete(field_id)

Retrieve all custom fields

client.custom_fields.all

QUERY PARAMS (Optional)

  • limit (integer): The number of fields returned per request.

Link a custom field to a list

client.custom_fields.link_to_list(field_id, list_id)

Custom Fields Options - Api Reference

Create custom field options

client.custom_field_options.create([
  {
    field: custom_field_id,
    label: option_1_title,
    value: option_1_value
  },
  {
    field: custom_field_id,
    label: option_2_title,
    value: option_2_value
  }
])

BODY PARAMS

  • field* (integer): ID of the custom field to add options to
  • label (string): Name of the option
  • value* (string): Value of the option
  • orderid (integer): Order for displaying the custom field option
  • isdefault: Whether or not this option is the default value

Retrieve a custom field option

client.custom_field_options.find(field_option_id)

Delete a custom field option

client.custom_field_options.delete(field_option_id)

Custom Fields Values - Api Reference

Create a custom field value

client.custom_field_values.create({
  contact: contact_id,
  field: field_id,
  value: value
}, use_defaults: true)

BODY PARAMS

  • contact* (string/integer): ID of the contact whose field value you're updating
  • field* (string/integer): ID of the custom field whose value you're updating for the contact
  • value* (string): Value for the field that you're updating. For multi-select options this needs to be in the format of ||option1||option2||
  • use_defaults: If true, this will populate the missing required fields for this contact with default values

Retrieve a custom field value

client.custom_field_values.find(field_value_id)

Update a custom field value

client.custom_field_values.update(
  field_value_id,
  { value: value },
  use_defaults: false
)

Delete a custom field value

client.custom_field_values.delete(field_value_id)

Retrieve all custom field values

client.custom_field_values.all

Create a user

client.users.create({
  first_name: 'Phoebe',
  last_name: 'Buffay',
  username: 'raginaphalange',
  password: 'smellycat',
  email: 'ragina.phalange@smellycat.com'
})

BODY PARAMS

  • username* (string): Username
  • email (string): Email address
  • first_name (string): First name
  • last_name (string): Last name
  • group (string/integer): Group ID
  • password (string): Plain text password

Retrieve a user

client.users.find(user_id)

Retrieve logged in user

client.users.logged_in

Retrieve a user by email

client.users.find_by_email(email)

Retrieve a user by username

client.users.find_by_username(username)

Update a user

client.users.update(user_id, {
  password: 'newsmellycat',
  group: group_id
})

Note: Group ID is mandatory in update.

Delete a user

client.users.delete(user_id)

List all users

client.users.all

Groups - Api Reference

Create a group

client.groups.create({
  title: 'Admin',
  descript: 'This is a group for admin users (people that can manage content)'
})

BODY PARAMS

  • title* (string): Title of the group to be created
  • descript (string): Group description
  • pg_message_add (boolean): Permission for adding messages
  • unsubscribelink (boolean): Whether or not to force unsubscribe links
  • optinconfirm (boolean): Whether or not to force optin confirm for this group
  • pg_list_add (boolean): Permission for adding lists
  • pg_list_edit (boolean): Permission for editing lists
  • pg_list_delete (boolean): Permission for deleting lists
  • pg_list_headers (boolean): Permission for managing custom email headers
  • pg_list_emailaccount (boolean): Permission for managing Unsubscribe By Email
  • pg_list_bounce (boolean): Permission for accessing list bounce settings
  • pg_message_edit (boolean): Permission for editing messages
  • pg_message_delete (boolean): Permission for deleting messages
  • pg_message_send (boolean): Permission for sending messages
  • pg_contact_add (boolean): Permission for adding contacts
  • pg_contact_edit (boolean): Permission for editing contacts
  • pg_contact_delete (boolean): Permission for deleting contacts
  • pg_contact_merge (boolean): Permission for merging contacts
  • pg_contact_import (boolean): Permission for importing contacts
  • pg_contact_approve (boolean): Permission for approving contacts
  • pg_contact_export (boolean): Permission for exporting contacts
  • pg_contact_sync (boolean): Permission for syncing contacts
  • pg_contact_filters (boolean): Permission for managing contact list segments
  • pg_contact_actions (boolean): Permission for managing contact actions
  • pg_contact_fields (boolean): Permission for managing contact custom fields
  • pg_user_add (boolean): Permission for adding users
  • pg_user_edit (boolean): Permission for editing users
  • pg_user_delete (boolean): Permission for deleting users
  • pg_group_add (boolean): Permission for adding groups
  • pg_group_edit (boolean): Permission for editing groups
  • pg_group_delete (boolean): Permission for deleting groups
  • pg_template_add (boolean): Permission for adding templates
  • pg_template_edit (boolean): Permission for editing templates
  • pg_template_delete (boolean): Permission for deleting templates
  • pg_personalization_add (boolean): Permission for adding personalization tags
  • pg_personalization_edit (boolean): Permission for editing personalization tags
  • pg_personalization_delete (boolean): Permission for deleting personalization tags
  • pg_automation_manage (boolean): pgFormEdit (boolean): Permission for editing subscription forms
  • pg_reports_campaign (boolean): Permission for viewing campaign reports
  • pg_reports_list (boolean): Permission for viewing list reports
  • pg_reports_user (boolean): Permission for viewing user reports
  • pg_startup_reports (boolean): Campaign ID of last campaign report viewed to decide whether to show link on startup
  • pg_reports_trend (boolean): Permission for viewing trend reports
  • pg_startup_gettingstarted (boolean): Whether or not to show the "getting started" tutorial on overview page
  • pg_deal (boolean): Permission for viewing deals
  • pg_deal_delete (boolean): Permission for deleting deals
  • pg_deal_reassign (boolean): Permission for reassigning deals
  • pg_deal_group_add (boolean): Permission for adding deal groups
  • pg_deal_group_edit (boolean): Permission for editing deal groups
  • pg_deal_group_delete (boolean): Permission for deleting deals groups
  • pg_saved_responses_manage (boolean): Permission for managing saved responses
  • pg_tag_manage (boolean): Permission for managing tags
  • req_approval (boolean): Whether or not this group requires all campaigns to be approved
  • req_approval_1st (boolean): Whether or not this group requires first campaign to be approved
  • req_approval_notify_string (string): Who to notify for approval related issues (email)
  • socialdata (boolean): Whether or not to show social links in campaigns sent from this group

Retrieve a group

client.groups.find(group_id)

Update a group

client.groups.update(group_id, {
  title: 'Updated Group Title'
})

Delete a group

client.groups.delete(group_id)

List all groups

client.groups.all

Templates - Api Reference

Retrieve a template

client.templates.find(template_id)

Delete a template

client.templates.delete(template_id)

List all templates

client.templates.all

Task Types - Api Reference

Create a task type

client.task_types.create({
  title: 'Call'
})

BODY PARAMS

  • title* (string): Deal task type's title. The title should be unique among deal task types.

Retrieve a task type

client.task_types.find(task_type_id)

Update a task type

client.task_types.update(task_type_id, {
  title: 'New super cool title'
})

Delete a task type

client.task_types.delete(task_type_id)

List all task types

client.task_types.all

Move tasks to another task type

client.task_types.move_tasks(from_task_type_id, to_task_type_id)

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/anmol-yousaf/active_campaign_wrapper. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the code of conduct.

License

See the LICENSE file for more info.

Code of Conduct

Everyone interacting in the ActiveCampaignWrapper project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.