Overview

ActiveCampaign is a marketing automation and customer experience platform that combines email marketing, automation workflows, and a sales CRM to help teams capture, segment, and nurture contacts through the customer lifecycle. Persona's ActiveCampaign integration enables automated contact management directly from your workflows — creating contacts, applying tags, subscribing to lists, and updating records based on identity verification outcomes.

Benefits

Trigger the Right Nurture Sequence at the Right Moment: Automatically add verified users to the correct ActiveCampaign list the moment Persona approves them, triggering tailored onboarding or activation sequences without delay.

Segment by Verification Outcome: Apply tags based on Persona results — approved, flagged, or pending — to create dynamic segments that power targeted campaigns and automations.

Eliminate Manual Contact Creation: Automatically create ActiveCampaign contacts from Persona-verified data, removing the manual step of re-entering information that already exists in your identity platform.

Re-Engage Flagged Accounts Intelligently: Route users who don't pass verification into a separate list with tailored messaging, rather than letting them fall out of your funnel entirely.

Keep Contact Data Accurate: Update existing contact records with the latest verified data from Persona to ensure your marketing lists reflect current, accurate information.

Integration Features

Persona's ActiveCampaign integration enables automation across contact management and segmentation workflows. Key capabilities include:

• Create Contact: Create new contacts with email, name, phone, and custom field values.
• List / Get Contacts: Return and retrieve contacts filterable by subscription status.
• Update Contact: Update existing contact records by ID.
• Add / Remove Tag: Apply or remove tags for segmentation and automation triggers.
• Add Contact to List: Subscribe contacts to specific marketing lists.
• List Custom Fields: Return available custom field definitions and IDs.

Setting up the ActiveCampaign integration

Prerequisites

To set up the ActiveCampaign integration, ensure you have:

• An ActiveCampaign account
• Your ActiveCampaign API URL and API key (found in Settings > Developer)

Setting up the ActiveCampaign credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on ActiveCampaign.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your ActiveCampaign API URL and API key, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the ActiveCampaign integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the ActiveCampaign integration and choose your ActiveCampaign credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

ActiveCampaign Operations Overview

Persona supports multiple ActiveCampaign API operations for managing contacts, tags, and list memberships. These actions allow you to automate contact creation, segmentation, and list enrollment, ensuring your marketing automation responds to Persona identity events in real time.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the ActiveCampaign integration:

Create Contact

Create a new contact in ActiveCampaign. Email must be unique per account — if a contact with the same email exists, ActiveCampaign will return the existing record.

Configuration Steps:

• Provide values for required fields:
  • Email
• Optionally add:
  • First Name
  • Last Name
  • Phone
  • Custom Field Values (keyed by field ID)

List Contacts

Return a paginated list of contacts with optional status filtering.

Configuration Steps:

• No required fields.
• Optionally add:
  • Status filter (active, unsubscribed, bounced, unconfirmed)
  • Sort by created date
  • Page offset

Get Contact

Retrieve full details of a contact by ID, including field values, list memberships, and tags.

Configuration Steps:

• Provide values for required fields:
  • Contact ID

Update Contact

Update an existing contact's email, name, phone, or custom field values.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • Email
  • First Name
  • Last Name
  • Phone
  • Custom Field Values

Add Tag to Contact

Apply a tag to a contact for segmentation and automation triggers.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
  • Tag ID

Remove Tag from Contact

Remove a tag from a contact.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
  • Tag ID

Add Contact to List

Subscribe a contact to a specific marketing list to trigger automated sequences.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
  • List ID
  • Status (1 = active)

List Custom Fields

Return available custom field definitions and IDs for use in contact creation and updates.

Configuration Steps:

• No configuration required.

FAQs

What happens if I try to create a contact with an email that already exists?

ActiveCampaign will return the existing contact rather than creating a duplicate. Use Update Contact to modify an existing record.