ActiveCampaign + Plum

You can also view how the integration can be done by watching the video.

ActiveCampaign + Plum by Xoxoday

Xoxoday Plum-ActiveCampaign Integration:

Steps to Automate Rewards on ActiveCampaign with Plum

Xoxoday Plum can simply be integrated into ActiveCampaign by following the steps below.

You (the admin) can log in to ActiveCampaign and set up Xoxoday Plum automation in either of the two ways.

Route 1: Under the "Automations" tab, click on "Create a new automation" and choose "Xoxoday Plum" from the "Actions" tab to set up the workflow.

Click on the "Create an automation" button in the top right corner.
Select "Start from Scratch" to select triggers and get a clean slate for your automation.
Select a trigger from the options in the screen as shown above.
Once the trigger is selected, choose "Xoxoday Plum" from the "Actions" tab.
Now, click on "Connect" in the screen as shown above.

Route 2: Under the "Automations" tab, click on "Create a new automation" and click on the "+" button to add your first action and choose Xoxoday Plum from the options below.

Select "CX Apps" from the screen as shown above.
Choose "Xoxoday Plum" from the options.

Click on the "Connect" button to link Xoxoday Plum with ActiveCampaign.

Once you click on the "Connect" button by either of the two routes, here is how you can sign up with Plum. Visit https://www.xoxoday.com/ and click on "Try for free" to be redirected to https://stores.xoxoday.com/admin/signup

Now fill on the details as shown in the screen above.
Enter the 6 digit code you received on your email id.
Now, select the currency, store URL, reward use case and click on "Let's start".
It might take a minute to setup your account.
You will now be redirected to the dashboard.

Please ensure you fulfill the three conditions on the screen above before you can take full advantage of Xoxoday Plum.

Once the Xoxoday Plum Rewards App is connected, follow the steps given below and hook Xoxoday Plum up to your ActiveCampaign account. These are for the Admins operating the ActiveCampaign dashboard.

  1. Sign into Xoxoday Plum with existing credentials. In case you’re a new user, simply register with Xoxoday Plum with the new DIY sign-up.

You can also sign up here>>

2. Once you’ve signed up/signed into Plum, you can add funds to the account by entering the reward amount. Customize the email template as per your needs and what the target audience expects of them.

The reward catalog can be customized by choosing the reward type that you want to include in the campaign.

3. You can select triggers to decide who will receive a reward.

Here is how the Xoxoday ActiveCampaign Integration works.

Follow the below steps to create ActiveCampaign Reward Automation in Plum

  1. Sign in to ActiveCampaign with your credentials.

  2. Under the "Automations" tab, create a new automation, select triggers, and choose an action that contains Xoxoday Plum Rewards.

  3. Click on the account to which you would like to set up the automation.

Creation of Reward Automation on Plum:

  1. Next, sign in to Plum using existing credentials or a new DIY sign-up.

  2. Once signed up to Plum, add funds to your account.

  3. Now go to the ActiveCampaign tab, click on create new to create reward automation.

  4. Define Reward Amount, select a campaign, customize your email and click on Proceed

  5. Now give your reward automation a name and select the type of trigger manual or automated.

  6. Finally, click on launch.

  7. To view Reward automation statistics, open the reward automation from the dashboard.

  8. Next to the ActiveCampaign dashboard, click on ‘Create an Automation’ on the top right corner. You can create a template from scratch or use a readymade template also known as a ‘Recipe’.

  9. Next we move on to the Workflow Builder and go ahead and ‘Add a New Trigger’. Each recipe comes with its own set of Triggers.

  10. Then we move onto defining the Action. On clicking the ‘Add a New Action’ button, we click on CX Apps and select the ‘Reward through Xoxoday Plum’ option.

  11. If you have not already connected the Xoxoday app from the marketplace (step 1-2), we can do it at this point.

  12. The configured Reward Automation list appears and we can select a particular automation and make it ‘Active’. (We can click on ‘View Contacts’ for a quick review prior to activation.)

  13. Your ActiveCampaign Reward Automation is now ready to launch.

  14. The reward denomination will be in the same currency as the one selected in your Billing Details

  15. You will have all access to the dashboard features of the Reward Automation and can deactivate the reward automation at any stage.

  16. Now, when there is a matching contact on ActiveCampaign automation, he/she automatically receives the reward delivered to his inbox in the form of a “Xoxo code”.

Screenshots

  1. Connect account

2) Login/Signup to your Xoxoday account

3) Click on allow to sync ActiveCampaign with Xoxoday

4) Account connected

5) Now go to Plum, and select the ActiveCampaign tab, Click on Create New

6) Define Reward Amount, select a campaign, customize your email and click on Proceed

7) Now give your reward automation a name and select the type of trigger manual or automated and Launch.

8) To view Reward automation statistics, open the reward automation from the Dashboard.

9) The ActiveCampaign admin will now be able to use the created Reward Automation in the Automation builder with the action trigger as shown below in the screenshot.

Click on the account which you would like to connect to ActiveCampaign.
Select the automaion list that you would like to include.
After selecting the automation list, click on the "Finish" button.

10) Now review your contacts matching the Automation Criteria and move your automation to Active Stage.

11) The admin can also use Xoxoday Plum ready to use recipe available in the Automation builder to send rewards to contacts with the Deal Status ‘Won’.

Link to the Xoxoday Plum recipe:

https://www.activecampaign.com/marketplace/recipe/send-gift-card-to-new-client

12. Can we add a link to your Xoxoday Plum recipe page to drive adoption? - Cody will provide you with the link

Link to Xoxoday recipe: https://www.activecampaign.com/marketplace/recipe/send-gift-card-to-new-client

Based on the triggers, rewards can be:

  1. Sent automatically without restrictions, which will be automatically distributed based on a customized time range and the maximum count of rewards, or

  2. Subjected to manual approval by admins

  3. Now that the reward triggers are set, head back to the ActiveCampaign dashboard and click on ‘Create an Automation’. The template can be created from scratch or a readymade template aka ‘Recipe’ can be put to use.

  4. Next up, you ‘Add a New Trigger’ on the workflow builder, which is made easy with the recipe templates that come with their own sets of triggers.

  5. Once this is done, you can ‘Add a New Action’ by clicking on CX Apps and selecting Reward through Xoxoday Plum. In case the Xoxoday Plum Rewards App hasn’t been installed, it can be done at this very step.

  6. Remember the Automation we configured in Step 5? When the configured automation list appears, select your particular automation, and activate it with ‘Active’. Before activation, a quick review can be done with ‘View Contacts’. Refer to the above GIF for a better outlook.

  7. Bravo! Your ActiveCampaign Reward Automation is all set to be launched.

Some points to note

  • While setting up the reward automation, the denomination will be in the same currency as the one selected in your Billing Details.

  • You will have all access to the dashboard features of the Reward Automation and can deactivate the reward automation at any stage.

  • On the condition that someone on the recipients’ list matches the criteria on ActiveCampaign automation, he/she automatically receives the reward delivered to his inbox in the form of Xoxo Codes.

As for your audience, check how one can redeem the Xoxo Codes on Xoxoday Plum.

Integrate Your ActiveCampaign and witness amazing results!

Positively impact your audience’s journey and get that prospect which ultimately becomes a sale. Integrate your ActiveCampaign with Xoxoday Plum and see the difference with positive results. With dedicated account managers, full-time support to admins as well as end-users, and ISO, GDPR, and SOC compliance, Xoxoday Plum is as safe as it gets.

Want to know more about Xoxoday Plum? Talk to us.