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Overview
When someone joins your campaign as a new referrer, Referral Factory can create a matching contact or deal in ActiveCampaign. This guide covers new referrers who join after you save the setup. To import people who already exist in ActiveCampaign, use the ActiveCampaign referral-link sync guide.
Can I automatically send new referrers to ActiveCampaign?
Yes. In the connected ActiveCampaign settings, the Referrers tab lets you choose what happens when a referrer joins the campaign. You can create a new contact or a new deal in ActiveCampaign, then map the referrer information that should be sent.
Before you start
Make sure ActiveCampaign is connected on the CRM page and that you know whether you want new referrers to appear as contacts or as deals. Select the campaign first. You will then use Integrations and API, CRM, and the Referrers tab.
When is a new referrer sent to ActiveCampaign?
Referral Factory sends the referrer when they join the campaign, after you have selected an ActiveCampaign action, completed the required mappings, and saved the changes. The setting applies to new referrers who join after setup.
How do I choose what happens when a new referrer joins?
Open Integrations and API, select CRM, and select the Referrers tab. Under When referrer joins campaign, choose Create New Contact In ActiveCampaign or Create New Deal In ActiveCampaign. The fields shown next depend on your choice.
How do I create a new ActiveCampaign contact for each referrer?
Choose Create New Contact In ActiveCampaign. Referral Factory opens Map your fields. Email (Contact) and First Name (Contact) are required. Select the Referral Factory values that should be sent to them, usually the referrer’s email and first name.
How do I create a new ActiveCampaign deal for each referrer?
Choose Create New Deal In ActiveCampaign. Choose the Pipeline and Deal Stage for the new deal, then map Email (Contact) and First Name (Contact). Referral Factory creates a deal linked to the referrer’s contact, and creates the contact first if it does not exist yet.
How do I map referrer information to ActiveCampaign?
In Map your fields, select the Referral Factory value under From Referral Factory, then check the destination in ActiveCampaign. Use Add More Fields to send more details, such as Last Name (Contact), Phone (Contact) or your ActiveCampaign contact custom fields.
If you recently added an ActiveCampaign field and it is not listed, select Reload CRM fields and check the mapping menu again. Referral Factory shows Setup Required until all required ActiveCampaign fields are mapped.
What happens if the referrer already exists in ActiveCampaign?
Under How to handle duplicate users, choose whether Referral Factory should leave the existing ActiveCampaign contact as it is, or update it with the mapped referrer details.
How do I send a referrer I added by hand?
If a referrer you added yourself is not in ActiveCampaign, open the campaign’s Referrers section, open the actions menu on that referrer’s row and choose Sync with CRM.
How do I save and test the setup?
Review the mappings, then select Save Changes at the bottom of the Referrers setup. Use a separate dummy email address to join the campaign as a new referrer. After joining, check the campaign’s Referrers table in Referral Factory and look in ActiveCampaign for the contact or deal created by the saved action.
Confirm that the new record has the expected name and email, and that the correct pipeline and stage are used when you test the deal option. Use dummy data rather than a real customer.