The Two-Way ActiveCampaign SMS integration is enabled in the FoneDynamics platform, it provides clients with the ability to retrieve, store, manage and trigger automations on message replies from their customers.


How it Works


The integration mainly uses the ActiveCampaign Custom Records API and there is a number of components to the integration which allow the integration to function. The first is creation of a child schema on a customer's ActiveCampaign account:


https://developers.activecampaign.com/reference#create-a-child-schema


The child schema uses the FoneDynamics public schema which enables the creation of an SMS Object record against contacts listed in Active Campaign, the schema will create an object with the following fields:


  • Messagesid
  • Datetime
  • Sendernumber
  • Recipientnumber
  • Messagetext
  • Status


This child schema will only be created once, it should be noted that if the integration is removed/deleted from your account ALL data and records in ActiveCampaign are removed, FDX however will always retain those records.


When the Schema is setup a new object will appear on a contact:



The next part of the integration is that FoneDynamics will pull all contacts out of ActiveCampaign and store them for each integration, we keep a record of any added, updated or deleted contacts.


https://developers.activecampaign.com/reference#list-all-contacts


Finally as part of the integration, every 5 minutes we get all sent and received SMS' for your project and look-up the contact recipient or sender if a received message. We then find the relevant contact and push the record back to ActiveCampaign.


It should be noted that this is done for all SMS tied to the project, it's recommended setting up a new project specifically for ActiveCampaign SMS.


Every evening messages will be re-retrieved and synced into ActiveCampaign, the status will then be updated if it has changed from Submit to Delivered, this will be re-attmepted until the message falls into either the 'Undelivered' or 'Expired' statuses (Approx 7 days).



How it Looks


SMS' will be synced under the contact and users can read the messages from the customer, this can be used in conjunction with the FDX platform to further manually respond if required.


Customers can also setup automations for received messages, order confirmations, Opt Out messaging etc can be achieved this way. Customers can jump into the automation section and click 'Add Start Trigger':



Under the trigger options there will now be an option for 'SMS Messages', it's recommended to create a trigger for both message created and updated for sent messages, only 'Created' should be required for received messages:


SMS Segmentation can then be added, below is an example of an Opt Out.



FoneDynamics Platform


To start using this integration you will need your Rest API Credentials, these can be found in the platform under the 'Home' Page, a guide for this is here.

 

Configuration from this step forward is now done in the FoneDynamics Platform, through the 'Integrations' section.

Please proceed to login to the Platform - https://platform.fonedynamics.com/



*If you require a login to the Platform or the Integrations option is not displayed, please contact the FoneDynamics Operations Team or your Account Manager for assistance.

 

Integrations Setup:

 

Once logged into the Platform, select Templates from the Integrations tab & select ActiveCampaign



From the pop out window, select the Project to be provisioned using the dropdown menu & then select Install



Once the template is added, it will be visible from the Assets tab

Click on the Active Campaign recipe to start the configuration.



Connection Setup:

 

Now click on the Connections tab on the top bar to configure the FoneDynamics and HTTP Connections for this Recipe:



The FoneDynamics Connection will require your Account SID & API Token details, here is a guide for obtaining the credentials.




Your developer credentials for ActiveCampaign can be accessed within the ActiveCampaign portal, steps are in the help tip below, you will need administrator access to complete this.


Enter the details & configure as necessary, then click Connect




After clicking Connect & successfully establishing a connection, click on Recipe from the top bar to continue




Click on Step 3 & 4 to ensure the schema details are correct




Skip to step 6 & ensure the correct PropertySid details are present by selecting the PropertySid datapill in the right-hand pane. The Property Sid details can be obtained using this guide here 



Click Save & then Exit from the top right-hand corner



Finally, click Start recipe



Contacts Sync - This will require a large sync on first run, it's recommended to wait a couple of hours before sending/receiving SMS. This piece will pull new and updated contacts every 30 minutes from then on.


5 Minute Sync - This will pull Sent/Received Messages every 5 minutes and will attempt to sync them to ActiveCampaign.


Daily Sync - This will pull all Sent/Received Messages for the past 7 days and attempt to sync them to ActiveCampaign, this will automatically update any status changes in the messages as well e.g. Sent to Delivered or Sent to Failed etc.