by Variance InfoTech Pvt Ltd

Email Software Integration helps you to connect your SuiteCRM Leads/Contact/Subscriber List with your favorite email marketing platforms. The following marketing platforms are supported: SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue

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Active Campaigns Integration User Guide

Step 1:

To open the Administration Page,Click on Admin tab, as shown in below screenshot.

1.png

Step 2:

Open Administration page, Click on Email Software Integration from the Other section.

4link.png

Step 3:

On click of the “Email Software Integration” link, EMAIL INTEGRATION setup page will be open, as shown in the below screenshot.

3AllLinks.png

Step 4:

On click of the “API Configuration” link, list view of the API CONFIGURATION page will be open, as shown in the below screenshot.

4BlankConfig.png

Step 5:

On click of CREATE link, API CONFIGURATION page will be open, as shown in the below screenshot.

5config.png

Step 6:

Enter Title, select Email Software as Active Campaigns, enter Active Campaigns, Url, Active Campaigns API Token as shown in the below screenshot and click on “CONNECT TO ACTIVE CAMPAIGNS” Button.

4Config.png

Step 7:

To Update the record, click on edit pencil icon from the list view of the api configuration page as shown in the below screenshot.

2edit.png

Step 8:

To Delete the record, check the checkbox and click on DELETE button as shown in the below screenshot.

3delete.png

Step 9:

On click of BACK button, Email Integration setup page will be open.

4Back.png

Step 10:

On click of “Module Mapping” link from the EMAIL INTEGRATION setup page, list view of module mapping will be open as shown in the below screenshots.

3AllLinks.png

55modulemapping.png

Step 11:

On click of ADD NEW button, MODULE MAPPING page will be open as shown in the below screenshot.

6map.png

Step 12:

Enter Title, select Status, email software also select Active Campaigns Module and SuiteCRM Module from step 1 “Select Email Software” as shown in the below screenshot and click on SYNC FIELDS button.
(note : SYNC FIELDS button is used save fields of Active Campaigns module for future synchronize processes)

12sync.png

55OK.png

Step 13:

Click on NEXT button, to move to step 2 “Field Mapping”, click on ADD MAPPING button to add mapping between SuiteCRM Contacts Fields and SendGrid Contacts Fields, as shown in the below screenshot and click on SAVE button.

41save.png

Step 14:

On click of SAVE button, the list view of MODULE MAPPING will be displayed as shown in the below screenshot.

4list.png

Step 15:

To update the record click on edit pencil icon, as shown in the below screenshot.

5Edit.png

Step 16:

To delete the record check the checkbox and click on DELETE button, as shown in the below screenshot.

6Delete.png

7ok.png

Step 17:

Click on Step-3 Synchronize link from EMAIL INTEGRATION page, as shown in the below screenshot.

UpdatedSyncLinkadmn.png

15sync1.png

Step 18:

Select Email Software as Active Campaigns and list of mapping module and click on SYNC SUITECRM TO ACTIVE CAMPAIGNS button, as shown in the below screenshot.

8sync.png

Step 19:

On click of SYNC SUITECRM TO ACTIVE CAMPAIGNS button, all the contacts from suiteCRM are synchronized in ACTIVE CAMPAIGNS account, as shown in the below screenshots.

9cnct.png

10Ac.png

Step 20:

After Synchronize from SuiteCRM to Active Campaigns, Summary Report will be generated as shown in the below screenshot.
(Note : in summary report number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

11summary.png

Step 21:

After Synchronization of contacts, log is generated in EMAIL SYNC LOG module, as shown in the below screenshot.
(Note : in EMAIL SYNC LOG module number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

26LOG.png

Step 22:

Now Go to Active Campaigns and add one contact manually and click “Save & Close” button as shown in the below screenshot.

13Add.png

14new.png

Step 23:

Go to Step-3 Synchronize page, and click on SYNC SENDGRID TO ACTIVE CAMPAIGNS button, all contacts from ACTIVE CAMPAIGNS account will be synchronized to suitecrm as shown in the below screenshots.

27syncbtn.png

Step 24:

After Synchronization summary report will be generated as shown in the below screenshot.

28syncsumm.png

Step 25:

Check in suitecrm contacts module, all 3 contacts are successfully synchronized, as shown in the below screenshot.

17summarycnct.png

Step 26:

Also check EMAIL SYNC LOG module, log has been stored as shown in the below screenshots.

18log.png

Step 27:

Now click on Automatic Synchronize link from EMAIL INTEGRATION, as shown in the below screenshot.

42sync.png

Step 28:

On click of “Automatic Synchronize” link, list view will be displayed as shown in the below screenshot. Click on ADD NEW button to add new record.

37BlankAutoLink.png

Step 29:

On click of Add New button, AUTOMATIC SYNCHRONIZE form will be open, select Email Software, List Of Mapping Module, switch on Sync SuiteCRM To Active Campaigns as shown in the below screenshot. Click on SAVE button.

19Auto.png

Step 30:

To Update Automatic Synchronize record, click on edit pencil icon as shown in the below screenshot.

20LIST.png

Step 31:

To Delete Automatic Synchronize record, select checkbox and click on DELETE button as shown in the below screenshot.

autodelete.png

22ok.png

Step 32:

Now Create new contact in suitecrm as shown in the below screenshot.

21autocnct.png

Step 33:

On click of save, contact is auto synchronized in Active Campaigns account as shown in the below screenshot. Check in Active Campaigns account.

24AC.png

Step 34:

Also check EMAIL SYNC LOG, log is recorded for automatic sync of contacts from SuiteCRM to SENDGRID, as shown in the below screenshot.

25log.png

Step 35:

Open Contacts list view in SuiteCRM, click on edit pencil to update the record, as shown in the below screenshot.

26Edit.png

Step 36:

Update LastName of the record, and click on SAVE button, as shown in the below screenshot.

57update.png

Step 37:

Check Active Campaigns contact, record is updated, as shown in the below screenshot.

28Updated.png

Step 38:

Check log in EMAIL SYNC LOG module, as shown in the below screenshot.

29LOG.png

Step 39:

Go to step-2 MODULE MAPPING, add new module mapping, Enter Title, Select Status, Select Email Software, Active Campaigns Module and SuiteCRM Module. Click on SYNC FIELDS button, to save all mautic contact list fields for future synchronization processes.

1SyncFields.png

02OK.png

Step 40:

Click on NEXT button to move to next step, then click on ADD MAPPING button, as shown in the below screenshot.

32addmap.png

Step 41:

Add contact list mapping and click on CONTINUE button, to save contacts fields mapping, and then click on SAVE button, as shown in the below screenshot.

33add.png

Step 42:

To Update record, click on edit pencil icon as shown in the below screenshot.

5edit.png

Step 43:

To Delete record, check the checkbox and click on DELETE button,as shown in the below screenshot.

6Delete.png

Step 44:

Now create two target list, also select related contact to that list in SuiteCRM, as shown in the below screenshots.

7targetlist.png

Step 45:

Now Go to step-3 Synchronize, Select Email Software as Active Campaigns, List of Mapping Module and click on SYNC SUITECRM TO ACTIVE CAMPAIGNS button, as shown in the below screenshot.

8sync.png

Step 46:

Summary report is generated, as shown in the below screenshot.

9Summary.png

Step 47:

Check in Active Campaigns account, two contact list has been created with related contacts, as shown in the below screenshot.

10ac.png

11relatedcnct.png

Step 48:

Also check EMAIL SYNC LOG, log has been generated as shown in the below screenshots.

5log.png

Step 49:

Now, manually create a new list with related contact in Active Campaigns account, as shown in the below screenshots.

13newAc.png

14.png

15.png

16newcnct.png

17.png

Step 50:

Now click on SYNC ACTIVE CAMPAIGNS TO SUITECRM button, as shown in the below screenshot. It will generate summary report.

10sync2.png

12summ.png

Step 51:

Now check new target lists with related contacts are created in SuiteCRM, as shown in the below screenshot.

22AllList.png

Step 52:

Also check EMAIL SYNC LOG, log is generated as shown in the below screenshot.

15log.png

Step 53:

Now Go to step-4 Automatic Synchronize, and select List Of Mapping Module for contact list and save it, as shown in the below screenshots.

26auto.png

25list.png

Step 54:

Now Create one new target list in SuiteCRM, and click on SAVE button as shown in the below screenshot.

26NewList.png

27addedAc.png

Step 55:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

27log.png

Step 56:

Now Update list in SuiteCRM, and save it as shown in the below screenshot.

29updateList.png

Step 57:

Check in Active Campaigns account, list is updated as shown in the below screenshot.

31UpdatedLog.png

Step 58:

Now go to Step-2 Module Mapping, Create new module mapping, enter Title, select status, Select Email Software, Select Active Campaigns Module, Select SuiteCRM Module and after save configuration show on listview as shown in the below screenshot.

1map.png

2OKEY.png

31addmap.png

32save.png

05list.png

Step 59:

To Update the record, click on edit pencil icon as shown in the below screenshot.

06edit.png

Step 60:

Now create a new Account in SuiteCRM, as shown in the below screenshot.

7Acnt.png

Step 61:

Go to Step-3 Synchronize, click on SYNC SUITECRM TO ACTIVE CAMPAIGNS button, as shown in the below screenshot.

10Sync.png

Step 62:

Summary report is generated, as shown in the below screenshot.

11summ.png

Step 63:

Check in Active Campaigns account, new Organization is created, as shown in the below screenshot.

10AC.png

Step 64:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshot.

12LOG.png

Step 65:

Now Create a new account in Active Campaigns account, as shown in the below screenshots.

12AddAcnt.png

13acnt.png

Step 66:

Now click on SYNC ACTIVE CAMPAIGNS TO SUITECRM button, as shown in the below screenshot.

15synch2.png

Step 67:

Summary report is generated as shown in the below screenshot.

17summ2.png

Step 68:

Check in SuiteCRM new Accounts are created as shown in the below screenshot.

16acntlist.png

Step 69:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

18logg.png

Step 70:

Go to step-4 Automatic Synchronize, save List Of Mapping Module, as shown in the below screenshot.

20auto.png

Step 71:

Now Create a new Account in SuiteCRM, as shown in the below screenshots.

19Acnt.png

20Acnt.png

Step 72:

Now check in Active Campaigns, new Organization is created as shown in the below screenshot.

21newOrg.png

Step 73:

Also check EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

25log.png

Step 74:

Now update the Account in SuiteCRM as shown in the below screenshot.

23Accnt.png

24list.png

Step 75:

Now check in Active Campaigns account, Organization is updated, as shown in the below screenshot.

25Updte.png

Step 76:

Also check in EMAIL SYNC LOG, log is recorded as shown in the below screenshots.

30logupdated.png

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