DOCS

ActiveCampaign integration

Requires: Fundations Pro 1.1.0+

Syncs donors and fundraisers to ActiveCampaign as contacts, applies tags, and optionally creates deals in a pipeline. Supports both donor and fundraiser sync paths, each controlled by a separate toggle.

Activecampaign settings

Why use it

ActiveCampaign is a full marketing automation platform. Connecting it to Fundations means donors and fundraisers are automatically entered into your contact database with relevant tags and optional deals, ready for follow-up sequences and segmentation you configure in ActiveCampaign.

What it does

When a trigger fires, the connector creates or updates a contact in ActiveCampaign, adds them to the configured list, and applies the configured tags. If deal creation is enabled and a pipeline is selected, a deal is created for that contact with the donation amount as the deal value.

For failed donations, the connector adds a failed-donation tag to the contact if they already exist. It does not create a new contact on failure.

The sync_donors setting gates whether donation_received syncs. The sync_fundraisers setting gates user_registered, action_created, action_completed, and campaign_joined. If a setting is off, those triggers are silently skipped.

Supported triggers

TriggerSyncs whenGated by
donation_receivedA donation is confirmed (requires marketing consent)sync_donors
donation_failedA payment fails (tags existing contact only)Always active
user_registeredNew user registers via the wizardsync_fundraisers
action_createdA new fundation is createdsync_fundraisers
action_completedA fundation reaches its goalsync_fundraisers
campaign_joinedA user joins a campaignsync_fundraisers

How to set it up

  1. In ActiveCampaign, go to Settings → Developer and copy your API URL and API Key.
  2. Navigate to Fundations Pro → Integrations → ActiveCampaign.
  3. Enter the API URL as the full URL, for example https://yourname.api-us1.com. The https:// prefix is required.
  4. Enter the API Key.
  5. Click Save to validate and load your lists and pipelines.
  6. Select a Contact List from the dropdown.
  7. Toggle Sync Donors on if you want donations to create/update contacts.
  8. Toggle Sync Fundraisers on if you want wizard registrations and fundation events to sync.
  9. Set Donor Tags and Fundraiser Tags (comma-separated). Defaults are donor and fundraiser.
  10. Set a Goal Reached Tag if you want contacts tagged when a fundation hits its goal.
  11. To create deals: check Create Deal, then select a Pipeline.
  12. Click Test to verify the connection.
  13. Enable the integration.
Activecampaign deal settings

Settings and options

SettingTypeDescription
API URLURLFull URL to your ActiveCampaign account, e.g. https://yourname.api-us1.com
API KeyPasswordYour ActiveCampaign API key (Settings → Developer)
Contact ListSelectThe list new contacts are added to
Sync DonorsCheckboxEnables syncing on donation_received
Sync FundraisersCheckboxEnables syncing on user_registered, action_created, action_completed, campaign_joined
Donor TagsTextComma-separated tags applied to donor contacts. Default: donor
Fundraiser TagsTextComma-separated tags applied to fundraiser contacts. Default: fundraiser
Goal Reached TagTextTag applied when a fundation reaches its goal. Default: goal-reached
Create DealCheckboxCreates a deal in the configured pipeline on donation
Deal PipelineSelectThe ActiveCampaign pipeline for new deals

Authentication uses the Api-Token header. There is no OAuth.

What you can and cannot do

You can create or update contacts for donors and fundraisers, apply tags to segment contacts by role or goal status, create deals per donation linked to the donor contact, and independently enable or disable donor and fundraiser syncing.

You cannot sync a donor who did not give marketing consent. You cannot enroll contacts directly into ActiveCampaign automations from Fundations — set up automations in ActiveCampaign to trigger on the tags or list membership that Fundations sets. Lifecycle stage updates and contact score increases are not implemented. On donation_failed, no new contact is created; the failed-donation tag is applied to existing contacts only.

Examples

Donor tagging: enable sync_donors, set Donor Tags to donor, one-time-donor. Every consenting donor is created in your list with those tags.

Fundraiser onboarding: enable sync_fundraisers, set Fundraiser Tags to fundraiser. When someone creates a fundation, they are added to your list and tagged.

Deal tracking: enable Create Deal and pick your donations pipeline. Each donation creates a deal valued at the donation amount, associated with the donor contact.

Goal celebration: set a Goal Reached Tag, e.g. goal-achieved. In ActiveCampaign, create an automation that fires when this tag is applied and sends a congratulations email.

Troubleshooting

ProblemLikely causeFix
No contacts appearing after donationsync_donors is off, or marketing consent not givenEnable sync_donors and confirm donors see and check the consent checkbox
Failed syncs on fundraiser eventssync_fundraisers is offEnable the setting
“Unauthorized” or connection errorWrong API URL formatEnter the full URL with https://, e.g. https://yourname.api-us1.com
Deals not createdPipeline not selectedSelect a pipeline in settings
Contact created but not in listList not selected in settingsPick a list from the dropdown after saving credentials

Developer reference

The ActiveCampaign connector uses the Api-Token header for all requests. The base URL is constructed as trailingslashit( $api_url ) . 'api/3/'.

Use the shared integration filters to modify data before it is sent:

add_filter( 'get_fund_integration_trigger_data', function( $data, $trigger, $object_id ) {
    // Add a custom tag value to donor data
    if ( $trigger === 'donation_received' ) {
        $data['ac_custom_field'] = 'value';
    }
    return $data;
}, 10, 3 );

See Integration index developer reference for the full filter signatures.