Brian Cliette

How Do I Add ActiveCampaign To Word: Your Step-by-Step Integration Guide

If you’re looking to take your WordPress website to the next level, integrating it with ActiveCampaign is a smart move. ActiveCampaign is a powerful email marketing tool that can help you connect with your audience in more meaningful ways. By adding this application to your WordPress site, you can automate processes, track visitor behavior and improve overall engagement.

Adding ActiveCampaign to WordPress may sound complicated at first, but don’t worry; it’s simpler than you might think! In fact, by following a few easy steps, you’ll have it up and running in no time.

Remember though – while these instructions are straightforward, they do require some familiarity with both WordPress and ActiveCampaign interfaces. If you’re not comfortable handling this on your own yet, don’t fret! You can always reach out for professional help or use online tutorials to guide your way.

Step 1: Sign up for an ActiveCampaign account

Before you can integrate ActiveCampaign with WordPress, the first thing you’ll need to do is set up an ActiveCampaign account. You might be wondering, “Why should I choose ActiveCampaign?” Well, it’s one of the leading platforms out there offering comprehensive email marketing services. It enables personalized emails and automation – tools that are essential for managing your online communication effectively.

Getting started with ActiveCampaign isn’t a daunting task. Simply head over to their official website and click on the ‘Get Started’ button displayed prominently on their homepage. From there, you’ll be directed to a sign-up page where you just need to enter some basic information like your name, email address, and password.

Once you’ve filled in all those details, they’ll ask about your business. Don’t worry if you’re just starting out; this info helps them tailor suggestions for your needs. After completing this step successfully, voila! You now have an ActiveCampaign account ready to go.

Remember though – while signing up is free and pretty straightforward, leveraging full functionality requires a paid subscription plan. They offer various options that cater to different sizes of businesses and marketing needs.

The next steps? Integrating this powerful tool with your WordPress site! But let’s not get ahead of ourselves – we’ll dive into those details in the following sections of this guide.
So, you’ve decided to add ActiveCampaign to WordPress? Great choice! Now let’s dive into the nitty-gritty of installing the ActiveCampaign plugin in your WordPress site.

First off, you’ll need to navigate your way to the WordPress Dashboard. Here’s how: log into your site and look for ‘Dashboard’ on the left-hand side. Once there, locate and click on ‘Plugins’. This is where all magic happens!

Next up, at the top of this Plugins page, you’ll spot a button labeled ‘Add New’. No prizes for guessing what you should do next – click it! In the search bar that appears, type in “ActiveCampaign” then hit enter. You’re looking for an official plugin by ActiveCampaign themselves.

Once it pops up in your search results, don’t hesitate – hit that ‘Install Now’ button without delay. But remember- installation isn’t enough; after installing it successfully, make sure to activate it as well. Look out for the ‘Activate’ link that will appear in place of Install Now – clicking this will get things rolling.

After activating it successfully, there’s one final step left: configuration. Don’t worry; we won’t leave you hanging here either! Head over to Settings > ActiveCampaign within your dashboard menu and follow through with setting up as per instructions provided by ActiveCampaign itself.

See? That wasn’t so bad now was it? With just a few clicks here and there, you’ve added a powerful tool like ActiveCampaign to your WordPress arsenal. So go ahead – configure away and start reaping its benefits today!

Step 3: Connect your ActiveCampaign account with WordPress

Now that you’ve got your ActiveCampaign account set up and your WordPress site ready to go, it’s time to connect the two. Here’s how to get started.

First off, you’ll need to install the ActiveCampaign plugin on your WordPress site. Head over to your WordPress dashboard, click on ‘Plugins’, then ‘Add New’. In the search box, type in ‘ActiveCampaign’ and hit enter. The plugin should pop right up. Click ‘Install Now’, then ‘Activate’. Just like that, you’re halfway there!

With the plugin installed, let’s move onto setting it up with your ActiveCampaign details. Navigate back to your ActiveCampaign dashboard and click on ‘Settings’, then select ‘Developer’. You’ll see a page filled with different API keys – don’t worry about most of these. You only need two things: the URL and Key under ‘API Access’. Go ahead and copy these.

Back in WordPress land, head over to the settings for the newly installed ActiveCampaign plugin (it should be listed under Settings). Paste those API details into their respective fields – URL goes in URL, Key goes in Key. Simple as that! Hit save changes when you’re done.

And voila! Your ActiveCampaign account is now connected with WordPress. With this integration complete, you can start creating targeted email campaigns straight from your website or blog posts.


  • Install the plugin from within WordPress.
  • Get API details from ActiveCampaign.
  • Enter those details into Plugin settings on WordPress.
  • Save changes.

You’ve successfully bridged these two powerful tools together – congrats! It might seem a little complex at first glance but once you get down to it, it’s pretty straightforward really. After all isn’t simplicity part of what makes both WordPress and Activecampaign so appealing? So here’s cheering for a more efficient workflow for you. The next steps? We’ll cover that in the following sections. Stay tuned!

Step 4: Set up your ActiveCampaign forms in WordPress

Now that you’ve got ActiveCampaign installed and activated on your WordPress site, it’s time to set up your forms. Don’t worry, it’s simpler than you might think! With just a few steps, you’ll be ready to start collecting leads and growing your audience.

First things first, navigate over to the ‘Forms’ section within ActiveCampaign. Here, you can create new forms or modify existing ones. Customize these according to your needs – from layout and fields to design and colors.

Once you’re satisfied with the form’s appearance and settings, hit ‘Integrate’. Find the WordPress option there? Great! Click on it. You’ll see a shortcode appear that looks something like this: [activecampaign form=XYZ]. Copy this code.

You’re almost done now. Head back over to your WordPress dashboard and find the page or post where you want this form to appear. Open up the editor for that page or post. Paste in that copied shortcode exactly where you’d like the form displayed.

Voila! You’ve successfully added an ActiveCampaign form to your WordPress site!

A few quick reminders:

  • Always test out each form after setup to ensure they’re working properly.
  • Consider setting up automations based on these forms for better lead management.
  • Keep experimenting with different designs and settings for optimal results.

Remember, adding an ActiveCampaign form is just one part of leveraging this powerful tool on your website. Stay tuned as we delve deeper into maximizing its benefits in our upcoming sections!

Step 5: Add ActiveCampaign tags and automations to your WordPress site

Now that you’ve got ActiveCampaign integrated with WordPress, it’s time to maximize the capabilities of both. Let’s dive into how you can add ActiveCampaign tags and automations to your WordPress site.

First up is adding tags. Tags are an integral part of any successful marketing campaign. They help in segmenting your audience, making it easier for you to send tailored messages. To add a tag in ActiveCampaign from within WordPress, go to the “Contacts” section of your dashboard. Here, you’ll find an option to ‘add a tag’. Simply type in the name of your new tag, hit ‘enter’, and voila! Your new tag is ready.

Next comes automation. Automation saves valuable time by taking care of repetitive tasks for you while ensuring that no customer interaction falls through the cracks. In ActiveCampaign, head over to the “Automations” tab from your dashboard and click on ‘create a new automation’. You’ll then be prompted with several templates that cater to different goals – event tracking, follow-ups, etc.

It’s crucial not just knowing how to add these features but understanding when and where they’re most effective:

  • Tags are handy when dealing with large audiences as they allow segmentation based on shared characteristics.
  • Automations work best when there’s a clear trigger and subsequent action – think cart abandonment emails or welcome sequences.

Remember this: While technology does offer us great tools like these, it’s still up to us marketers on how we wield them effectively!


You’ve come a long way, and now you know how to add ActiveCampaign to Word. It’s a skill that’ll undoubtedly bolster your digital marketing capabilities, streamline your tasks, and optimize your overall workflow.

Let’s recall the main steps:

  • You started with setting up an ActiveCampaign account.
  • Next, you created or selected an existing list.
  • Then you designed your form using ActiveCampaign’s intuitive interface.
  • And finally, integrated it into Word by copying and pasting the generated HTML code.

As we wrap up this guide, let’s remember what this integration can do for you:

  1. Streamline audience engagement: With ActiveCampaign forms embedded in your Word documents, interacting with your readers becomes effortless and efficient.
  2. Simplify data collection: Gathering valuable information from users is made easier thanks to these forms.
  3. Enhance personalization: By collecting more user data through forms in Word docs, you’re better equipped to personalize content for improved user experience.

Overall, adding ActiveCampaign to Word might seem like a small step but it’s one with potential big returns. It helps pave the path towards effective email marketing campaigns which are crucial in today’s digital landscape.

Embrace this toolset and use it as part of your arsenal in building stronger connections with your audience. Remember that mastering new techniques isn’t always an overnight process—it takes time and practice but rest assured that every effort contributes towards enhancing your skills as a modern marketer.

Keep exploring. Keep learning. The digital world is always evolving – stay ahead of the curve!

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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