Advanced Analytics for ActiveCampaign
The Advanced Analytics connector for ActiveCampaign simplifies the integration of your email marketing and automation data, delivering rich insights into campaign performance, deliverability, subscriber engagement, and sender reputation. By consolidating metrics such as delivery rates, opens, clicks, bounces, and spam complaints into interactive dashboards and reports, marketing and operations teams can monitor the health and effectiveness of their email program in real time.
- Setting up the Integration
- Handling Data Synchronization Failure
- Managing Data Sources
- Data Modeling & Preparation
- Data Blending
- How can you visualize and analyze ActiveCampaign data?
- Sharing & Collaboration
- Help & Support
Setting up the Integration
A user with administrator privileges (Account Admin and Organization Admin) can configure the integration.
Prerequisites
Before setting up the connector in Zoho Analytics, copy the Base URL and API key from your ActiveCampaign account:
- Sign in to your ActiveCampaign account.
- Click the Settings icon at the top right corner.
- In the Settings page, navigate to the Developer section. Here
you can find the API URL and API Key. - Copy these credentials to setup the Advanced Analytics connector for Active Campaigns.
Import your ActiveCampaign data into Zoho Analytics
Follow the below steps to import your ActiveCampaign data into Zoho Analytics seamlessly:
- On the Zoho Analytics home page, click Import Your Data.
- Navigate to the Marketing tab and select ActiveCampaign from the available data sources.
- In the Step 1: Import From ActiveCampaign dialog, enter the Workspace Name and Workspace Description (optional).
- Enter the Base URL and API Key you copied from your ActiveCampaign account.
- Click Authenticate ActiveCampaign to validate.
- In the Step 2: Import From ActiveCampaign dialog, select the Modules and Fields you want to analyze.
- Select the Data Timezone in which the date and time values should be interpreted.
- From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
- Click Create. Import will be initiated.
Note:
- The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent once the initial fetch is complete.
- The setup process can sometimes fail for a variety of reasons. In this case, we request you to access the Data Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.
Modules & Fields
The below table lists the modules and fields that will be synced to Zoho Analytics.
| Modules | Fields |
| Email Campaigns | Id, User ID, Segment ID, Type, Source, Name, Created Date, Modified Date, Send Date, Last Date, Total Amount, Send Amount, Opens, Unique Opens, Verified Opens, Verified Unique Opens, Link Clicks, Unique Link Clicks, Subscriber Clicks, Forwards, Unique Forwards, Hard Bounces, Soft Bounces, Unsubscribes, Unsubscribe Reasons, Updates, Social Shares, Replies, Unique Replies, Tweet, Facebook, Screenshot, Type Text |
| Automations | Id, Name, User Id, Status, Entered, Exited, Hidden, Screenshot, Created Date, Modified Date |
| Accounts | Id, Name, Account URL, Contact Count, Deal Count, Created Date, Updated Date, Description, Address 1, Address 2, City, State/Province, Postal Code, Country, Number of Employees, Annual Revenue, Industry/Vertical, Phone Number |
| Contacts | Id, Organization, Email, Phone, First Name, Last Name, Bounced Hard, Bounced Soft, Bounced Date, Sent Count, Created Time, Updated Time, Deleted At, Preferred Language, contacts custom fiels 1, contact field 2 |
| Account Contact Association | Id, Account, Contact, Job Title |
| Lists | Id, String Id, User Id, Name, To Name, Sender URL, Sender Reminder, Channel, Description, Non Deleted Subscribers, Active Subscribers, Created Time, Updated Time |
| Campaign Lists | Id, Campaign Id, List Id, Name |
| Segments | Id, Name, Logic, Segment Id V2, Created Time, Updated Time |
| Users | Id, Username, First Name, Last Name, Email, Phone |
| SMS Broadcasts | Id, Name, Subscriber Count, Send Count, Delivery Count, Reply Count, Failure Count, Optout Count, Click Count |
| Deals | Id, Account, Owner, Contact, Group, Stage, Title, Description, Is Disabled, Next Task Id, Value, Currency, Win Probability, Win Probability Modified Date, Status, Activity Count, Next Deal Id, Created Date, Modified Date, End Date, Forecasted Close Date |
| Deal Activities | Id, Deal, Stage, User, Automation, Deal Id, Deal Stage Id, User Id, Data Id, Data Type, Data Action, Data Old Value, Created Date, Is Add Task, Series Id |
| Pipelines | Id, Title, All Groups, All Users, Auto Assign, Currency, Created Date, Updated Date |
| Stages | Id, Title, Deal Order, Group, Order, Created Date, Updated Date |
| Tasks | Id, Status, Title, Note, Relation Type, User, Assignee, Owner Type, Owner Id, Outcome Id, Outcome Info, Created Date, Updated Date, Due Date |
| Task Outcomes | Id, Title, Sentiment, Disabled, Created By, Updated By, Created Time, Updated Time |
| Connections | Id, Service, Service Name, External Id, Name, Connection Type, Is Internal, Status, Sync Status, Last Sync, Logo URL, Link URL, Created Date, Updated Date |
| Ecom Customers | Id, Connection Id, External Id, Email, Total Revenue, Total Orders, Total Products, Average Revenue Per Order, Average Product Category |
| Ecom Orders | Id, External Id, Source, Email, Currency, Connection Id, Customer Id, Order URL, Shipping Method, Total Price, Shipping Amount, Tax Amount, Discount Amount, External Created Date, Total Products, Created Date, Updated Date, State, Order Date |
| Ecom Order Products Line Items | Id, Ecom Order, Connection Id, External Id, SKU, Name, Description, Price, Quantity, Category, Image URL, Product URL, Created Date, Updated Date |
| Browse Abandonments | Id, Abandonment Dates, Session Lengths, Total Amounts, Total products Viewed, Product Names, Session Start Dates, Max Prices, Minimum Prices, Minimum Product View Times, Max Product View Times, Legacy Connection IDs, Emails, Product Skus, Product Store Primary Ids, Product Categories |
| Meetings | Id, Names, Is Complete, Start Time, End Time, Description, Number of Attendees, Scheduled On, Type, Currency, Percent Of Success |
| Orders | Id, Connection IDs, Legacy Connection IDs, Store's Order IDs, Order Numbers, Cart IDs, Store's External Order IDs, Creation Sources, Emails, Store's Customer IDs, Store Created Dates, Store Modified Dates, Store's Order Statuses, Order Status, Notes, Order Discounts, Location IDs, Shipping Methods, Order URLs, Are Test Orders, Created By Recurring Payments, Accepts Marketing, Customer Locales, Channels, Final Amounts, Discounts Amounts, Shipping Amounts, Payment Methods, Shipping Address First Names, Shipping Address Last Names, Shipping Address Address Line 1, Shipping Address Address Line 2, Shipping Address Address Line 3, Shipping Address Cities, Shipping Address Provinces, Shipping Address Countries, Shipping Address Postals, Shipping Address Phones, Shipping Address Companies, Shipping Address Emails, Billing Address First Names, Billing Address Last Names, Billing Address Address Line 1, Billing Address Address Line 2, Billing Address Address Line 3, Billing Address Cities, Billing Address Provinces, Billing Address Countries, Billing Address Postal Codes, Billing Address Phone Numbers, Billing Address Companies, Billing Address Emails |
| Products | Id, Connection IDs, Legacy Connection IDs, Store Parent IDs, Base Product Names, FIELD_BASE_PRODUCT_DESCRIPTION, Created dates for base product in store, Modified dates for base product in store, Tags, Categories, Base product images, Base product URLs, Base product URL slugs, Base product dimensions, Base product weight, Units for dimensions, Store variant IDs, Variant skus, Variant names, Variant descriptions, Variant price currencies, Variant price amounts (deprecated field), Variant prices (Deprecated Field), Variant price amounts, Variant store created dates, Variant store modified dates, Variant Images, Variant URLs, Variant URL slugs, Variant Dimensions, Variant weights, Types, Statuses, UPCs, Inventory Quantities, Is deleted, Numbers of sales, Is virtual, Is downloadable, Is visible, Is on sale, Are backorders allowed, Stock status, Average Ratings, DEPRECATED!, Rating Counts, Brands, Search keywords, Condition, View count, Attributes, Deprecated |
| Recurring Payments | Id, Store Recurring Payment IDs, Renewal Dates, Next Payment Dates, Payment Amounts, Recurring Payment Statuses, Legacy Connection IDs, Recurring Payment Names, Emails, Store's Recurring Payment Statuses, Store's Customer IDs, Billing Intervals, Billing Interval Counts, Discount Amounts, Tax Amounts, Shipping Amounts, Last Payment Statuses, Last Payment Dates, Start Dates, Anchor Dates, Cancelled Dates, Payment Method Expirations, Origin Order IDs, Currencies, Store Created Dates, Store Modified Dates, Are Trials, Suppress Automations, Cancel at Period Ends, Total Cycles, Notes, Store External IDs, Line Item Categories, Line Item Names, Line Item Skus, Line Item Brands, Line Item Tags, Line Item Store Primary IDs, Shipping Address First Names, Shipping Address Last Names, Shipping Address Address Line 1, Shipping Address Address 2, Shipping Address Address 3, Shipping Address Cities, Shipping Address Provinces, Shipping Address Countries, Shipping Address Postal Codes, Shipping Address Phones, Shipping Address Companies, Shipping Address Emails, Billing Address First Names, Billing Address Last Names, Billing Address Line 1, Billing Address Line 2, Billing Address Line 3, Billing Address Cities, Billing Address Provinces, Billing Address Country, Billing Address Postal Codes, Billing Address Phones, Billing Address Companies, Billing Address Emails |
Data Sync Frequency
Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
- 1 Hour (Enterprise plan)
- 3 Hours (Standard plan and above)
- 6 Hours (Standard plan and above)
- 12 Hours (Standard plan and above)
- Daily (Basic plan and above)
Handling Data Synchronization Failure
Data synchronization can fail if,
- Authentication to the ActiveCampaign account has expired or was revoked.
- The data type of a field is changed in the ActiveCampaign application.
- The Modules and Fields selected for analysis are deleted in the source application.
- The user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in-app notification with the exact reason for failure along with the solution.
To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.
Once you have made the changes, click the Sync now option to resume the data sync. If the issue persists, mail us at support@zohoanalytics.com.
Managing Data Sources
The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.
- Edit Setup: The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
Click Data Sources > Edit Setup.- The Edit Setup - ActiveCampaign dialog will open.
- Modify the settings as needed and click Save.
- Re-Authenticate: Re-authentication will be helpful when the API key or credentials are changed. In this case, the data sync will be paused, and the administrator who configured the connector must re-authenticate to resume the data sync.
To re-authenticate,- Click Data Sources > Re-Authenticate.
- The Re-Authenticate ActiveCampaign dialog will open. Enter the credentials and click Authenticate ActiveCampaign.
- Audit History: Use Audit History to review user actions and system events recorded for the ActiveCampaign data source. Learn more.
- Sync History: Use Sync History to review data sync activity for the last 45 days, including sync time, status, and failure details. Learn more.
- Data Source URL: Use the Data Source URL to open the Data Sources tab and view sync status, last sync time, and next scheduled sync. Learn more.
- Remove Data Source: Use Remove Data Source to stop sync and delete the ActiveCampaign tables, reports, and dashboards associated with the integration. Learn more.
Transferring ActiveCampaign Connector to Another Admin
If the user who configured the ActiveCampaign connector leaves the organization or hands over administration responsibilities, ownership of the connector can be transferred to another administrator. This ensures uninterrupted data sync and continued access to the workspace.
For detailed steps on transferring connector ownership, refer here.
Data Modeling & Preparation
Zoho Analytics lets you prepare and model your ActiveCampaign data for analysis. Join tables using lookup columns or query tables, create formulas, and clean or transform data as needed. For more context on data modeling and preparation, see Data Modeling & Preparation.
Formulas
Zoho Analytics provides a set of pre-built formulas along with the connector. To access these formulas, open your ActiveCampaign Advanced Analytics workspace, click Data from the side panel, and click Unified Metrics. This lists all the prebuilt formulas and other formulas available across the workspace.
You can also create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to Formulas (Calculations).
Data Blending
Data Blending combines data from ActiveCampaign with data from other data sources to create correlation reports and dashboards. When you import multiple data sources into the same workspace, Zoho Analytics identifies the relationships between them and blends the data using lookup columns and query tables.
For the complete steps on blending data across sources, see Data Blending.
How can you visualize and analyze ActiveCampaign data?
Zoho Analytics allows you to create a wide range of visualizations to analyze ActiveCampaign data and gain actionable insights into your email program. You can build reports and dashboards to track delivery and bounce rates, monitor open and click engagement, analyze spam reports and unsubscribes, evaluate sender reputation, and measure overall email performance across campaigns and recipients.
- Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more. The chart type primer lists all the viz types available in Zoho Analytics.
- With Predictive analytics, forecast future trends, detect anomalies, and segment data using Cluster analysis.
- Find the What, Why, and How behind any outcome with Zia Insights.
Sharing & Collaboration
- Use fine-grained permission control over your shared data and reports, while collaborating with your colleagues & friends.
- Efficiently collaborate with your users by setting up real-time commenting on a shared view.
- Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
- Export, email, and print reports in a variety of formats.
- Use Zoho Analytics mobile apps (optimized for both iOS and Android platforms) and access data, reports, and dashboards on the go.
Help & Support
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance, kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060