In this article, you'll read how to link a checkout in Plug&Pay to ActiveCampaign. By setting up one or more rules, your customer is created as a contact in ActiveCampaign (if they don't already exist there) and the associated action is carried out. This is useful for sending a newsletter.
ℹ️ Don't have a connection with ActiveCampaign yet? Then set it up first with this article. Haven't created a checkout yet? You can read about that here.
Setting up the rule
Under the Rules tab, click Add rule.
Configure the rule within the Add rule pop-up.
Name: Give the rule a recognisable name.
Trigger: Select the Invoice created trigger; this is the only available option.
Integration type: Choose ActiveCampaign.
Action: Select the desired action. Below is an overview of the available options.
Subscribe to list: Use this to add a contact to a list.
Unsubscribe from list: Remove a contact from a list.
Add tag: Add a tag to a contact.
Remove tag: Remove a tag from a contact.
Set field: Set a field that you've created in ActiveCampaign.
Add automation: Add a contact directly to an automation.
Remove automation: Remove a contact from an automation.
💡 Tip: To add a customer to a newsletter, choose the Add to list or Add tag action.
Optionally, choose to run the rule only after your customer has given consent on the checkout page. Read more on asking consent here.
After clicking Create rule, the rule is shown in the overview and is activated straight away.
Asking for consent
When you've linked ActiveCampaign to Plug&Pay, you can add an extra checkbox to your checkout. This allows your customers to give consent to be subscribed to a newsletter or general email list.
According to EU laws, you're not allowed to subscribe your customers to general email lists or newsletters without their explicit consent. Emails that are relevant to your customer and their purchase are allowed without consent.
Navigate to the relevant checkout and open the Content tab. Click Fields. Under Marketing emails, toggle the switch. Optionally, set a different text for the checkbox.
Click Save. To add your customer to a newsletter or email list, go to the Rules tab.
Create a new rule and check the box below. The rule will only be run if your customer has given consent.
