Connect ActiveCampaign

With ActiveCampaign connected, every Vipter sale event creates or updates the buyer's contact by e-mail and applies the tags you set: one tag for the PIX generated, another for the approved purchase, another for the refund. ActiveCampaign automations start from these tags.

Before you start, read how automations work.

Step 1: copy the API URL and keyCopy Anchor Link

1. In ActiveCampaign, open Settings›Developer.
2. Copy the API URL, such as https://youraccount.api-us1.com, and the API Key.

To subscribe buyers to a list, also write down the list ID. The ID is a number and usually shows in the page address when you open the list in ActiveCampaign, such as listid=3.

Step 2: connect in VipterCopy Anchor Link

1. In the Vipter dashboard, open General›Integrations›CRM and email marketing›ActiveCampaign.
2. Under Connection, fill in the numbered fields.

3. Under Tags per event, enter the tags for each event, separated by commas.
4. Under Events sent, uncheck what you don't want to send.
5. Leave Active — send events to this platform on, click Save and then Test connection.

An example of tags per event:

Step 3: use tags per offer (optional)Copy Anchor Link

The offer rule says which product the person bought, such as curso-x. It is the tag that usually grants access in an ActiveCampaign automation.

1. Under Tags per offer, pick the Offer.
2. Enter the Tags, such as curso-x.
3. Click Add rule.

Optional: the offer's tags join the event's when the purchase is confirmed (order paid, subscription created or renewed). Abandoned carts, PIX generated and refunds get only the event's tags. With the example above, whoever pays for Course X gets cliente, comprou and curso-x. Whoever abandons the Course X checkout gets only carrinho-abandonado, without the course tag. The rule also applies to the other offers of the same product.

What happens on each eventCopy Anchor Link

1. Contact: created or updated by e-mail, with first name, last name and phone with country code. Only what the sale has goes along: a blank field does not erase what is already in ActiveCampaign.
2. Tags: the event's tags and, on a confirmed purchase, the offer rule's tags.
3. List: if you entered the list ID, the contact is subscribed to it. Anyone who unsubscribed from that list, or whose e-mail bounced, stays out: a purchase is not a new permission to receive e-mails.

Tags are never removed. A refund adds the refund tag, and your automation decides what to do, such as removing access and the course tag.

Test with a purchaseCopy Anchor Link

Generate a PIX in the checkout of an offer, with your e-mail, without paying. Then reload the ActiveCampaign page in Vipter.

Deliveries, retries and resendCopy Anchor Link

• sent: contact, tags and list applied.
• skipped: the sale has no e-mail (customer has no e-mail).
• failed: a step failed. The reason starts with the step: contact, tag "name" or list. Temporary failures get automatic retries. A refusal from ActiveCampaign, such as a wrong key, is not retried.

After you fix the cause, use Resend. Repeating an event duplicates nothing: the contact is updated, and a tag it already has stays a single tag. See retries and resend.

Common problemsCopy Anchor Link

• The platform refused the credentials

  The URL or the key is wrong. The URL is the one on the Developer page, such as https://youraccount.api-us1.com, with nothing after .com.

• Invalid value for this platform. in the list ID

  The list ID only accepts numbers.

• The contact did not join the list

  They had already unsubscribed from that list, or their e-mail bounced. Vipter does not resubscribe these people, and the delivery still shows as sent.

What to do nextCopy Anchor Link

• Understand values per event and offer rules.
• For member areas with automatic access, see how member areas work.