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SMS Everyone for Active Campaign
Connect SMS to an automation in Active Campaign!

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With our Active Campaign SMS app, you can easily connect SMS to any automation in Active Campaign.

For example, you could send an SMS to every new customer that signs up to your website via your Active Campaign web form

You can personalise the SMS with any data that the customer provides. eg Client's first name, email etc.

Please note: it doesn't yet seem possible to be able to send SMS's directly from a contact in Active Campaign like you can with an email. We can only send SMS's from an automation like someone signing up to a form, opening an email, visits a web page etc

Connecting the SMS Everyone App in Active Campaign

STEP 1 - SIGN UP FOR SMS EVERYONE

Before you can test our Active Campaign App, you'll need an SMS Everyone account. So please sign up via the FREE TRIAL button below.

Please mention in our sign-up form that you require the account for 'Active Campaign' integration.

We'll give you a username, password and an originator to enter into the Active Campaign app.

Plus we'll give you 100 free credits to get you started!

STEP 2 - CREATE THE 'TRIGGER' THAT YOU WANT TO CONNECT SMS TO

Log in to your Active Campaign account.

Click on 'Automations' on the blue menu on the left.

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In this example below, we are going to set the app to run every time someone signs up to your web form. However, this possibly isn't that easy to test if you haven't already created and deployed a web form to a website so we will add a remove-able option where it sends an SMS whenever you update a contact's name as well.

This makes it easy to test to make sure everything works before you add the app to live data.

Click on 'Create an automation' top right

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Select the top option called "Start from scratch" and press continue.

 

Next you would need to select a trigger. Select the option called "Subscribes to a list"

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We're going to select 'Any List' and let it run 'Multiple times' (So you can test multiple times if required)

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STEP 3 - ADD THE SMS EVERYONE APP/ACTION

Once you've completed the Trigger step, it will ask you to 'Add a new action'

Click on 'CX Apps' on the bottom left to show all of the available apps

Then scroll down until you find 'SMS Everyone - Send an SMS' and select it.

Enter your username and password exactly as we gave it to you when you signed up

Next in the message settings area, enter the originator exactly as we gave it to you when you signed up.

Then in the Message text area, type whet you'd like the contact to receive.

If you click the little lightning bolt down the bottom right of the message text field it will give you the personalisation options you can add. eg the contact's first name.

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Once you have the text how you want it, click 'Finish'

STEP 4 - ADD A TEST TRIGGER

Next were going to add an additional trigger so that you can easily test that everything works.

Click on the box in the automation that says 'Add another start trigger'

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Then search for the trigger called 'Contact Field Changes'

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Below are the values to put in each field on the 'Contact Field Changes' page:

Field

Lets pick 'Last Name'

From

Leave as 'Any Value'

To

leave as 'Any Value'

Runs

'Every time' the contact field value is 'added to or updated'

ADVANCED

leave the tick-box next to 'segment the contacts entering this automation' un-ticked

Click 'Save'

Active Campaign saves as you go so you shouldn't need to press save up top left unless the button (top left) is blue.

STEP 4 - TEST!

Now go to contacts. (top left)

Click on 'Add a contact' (top right)

Then add a dummy contact's details but make sure their mobile number is a number that you have access to (eg your mobile number)

Add the contact and within a few seconds, you should get an SMS.

If it all works as it should, go back to Automations (top left)

Go in to the automation you created and delete the trigger called 'Contact's field last name changes' by hovering your mouse over the box and a little trash can will pop up.

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If you have created a form of some kind, it would be wise to fill out that form and be sure that the SMS sends for that trigger as well.

Note that it is crucial that you put a valid email address in when you submit a form as Active Campaign will email you to confirm you want to subscribe (double opt-in)

Only then will it send the SMS.

WHAT IF IT DOESN'T WORK?

If you don't get an SMS, go to the Apps section of Active Campaign.

Click on 'Connected Apps' (top left)

Click the SMS Everyone app (with the big logo)

Then top right, click 'View Logs'

You'll see that it logs all attempts to send an SMS via SMS Everyone. It will show you whether an attempt succeeded or failed. However, if it failed, it currently doesn't tell you why it failed.

We are working on this to try and get more info passed from our connection back in to Active Campaign.

If the app shows successful, log in to your SMS everyone account, click on Trace and enter the mobile number that the message should have gone to. (in international format without the + sign)

This should tell you whether we attempted to send an SMS to them or not and if so, the status of the message.

If it showed 'Failed' go back to automations, make sure that the Originator fiels is EXACTLY as we gave it to you. 

If you get stuck, contact us and we'll help.

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