Marketing

ActiveTrail

16min
the activetrail modules allow you to watch, create, update, get, list, and/or remove the groups, members, contacts, and campaigns in your activetrail account prerequisites an activetrail account in order to use activetrail with make, it is necessary to have a activetrail account if you do not have one, you can create a activetrail account at https //app activetrail com/public/login aspx? connect activetrail and {{product name}} to connect your activetrail account to make you need to obtain the api key log into your activetrail account click more > integrations > api > apps click new and enter the details for the app click save and copy the access token go to make and open the activetrail module's create a connection dialog in the api key field, enter the access token copied in the step 3 click continue the connection has been established activetrail modules triggers watch campaigns triggers an operation when a new campaign is added to the account field description connection establish a connection to your activetrail account limit the maximum number of transactions make should return during one make execution cycle search text enter the keywords based on which triggers will be sent when a new campaign is added to the account from date enter the date from which you want to watch the campaigns to date enter the date until which you want to watch the campaigns watch for contact unsubscribed triggers when a contact unsubscribes field description webhook name enter the name for webhook connection establish a connection to your activetrail account webhook name enter the webhook name that appears to the end user watch for automation step triggers when a contact moves a step inside an automation field description webhook name enter the name for webhook connection establish a connection to your activetrail account webhook name enter the webhook name that appears to the end user watch for contact added to a group triggers when a contact is added to a group field description webhook name enter the name for webhook connection establish a connection to your activetrail account webhook name enter the webhook name that appears to the end user actions add a member to a group updates a member or creates a new member in a group and sends a campaign if provided field description connection establish a connection to your activetrail account group id select the group id to which you want to add the member email address enter the email address of the member mobile number enter the mobile number of the member set contact to 'do not contact' status? select yes if you want the status of the member as do not contact yes no not defined create/update contact creates a new contact or updates an existing contact field description connection establish a connection to your activetrail account email enter the email address of the contact sms enter the number to which the messages will be sent to the contact first name enter the first name of the contact last name enter the last name of the contact anniversary enter the wedding anniversary date of the customer birthday enter the birth date of the customer city enter the city name of the customer fax enter the fax details of the customer phone 1 enter the primary contact number of the customer phone 2 enter the secondary contact number of the customer street enter the street name of the customer contact address zip code enter the zip code of the customer contact address ext1 to ext 25 enter the extension number of the customer you can enter up to 25 extension numbers date1 to date5 enter the important dates for the customer you can enter up to five dates num1 to num5 enter the contact numbers of the customer you can enter up to five numbers set as 'do not mail?' select yes if no email has to be sent to the customer yes no not defined is deleted select yes if the customer has been deleted yes no not defined delete a contact removes a contact field description connection establish a connection to your activetrail account id enter the contact id you want to delete get a contact gets a contact field description connection establish a connection to your activetrail account id enter the contact id whose details you want to retrieve remove a member from a group removes a member from a group field description connection establish a connection to your activetrail account group id select the group id whose member you want to remove from the group member id enter the member id you want to remove from the group send sms sends a text message (sms) to a contact field description connection establish a connection to your activetrail account message name (will be shown in your account) enter a name for the message sender name (will be shown in the sms message title) enter the name that displays as title of the message message contents enter the message text mobile number enter the mobile number to which the message will be sent add unsubscribe link? select if you want add a link for unsubscribing in the message searches list contacts gets a list of contacts field description connection establish a connection to your activetrail account limit the maximum number of contacts make should return during one make execution cycle search text enter any information about the contacts you want to list list groups select a specific group in your account field description connection establish a connection to your activetrail account limit the maximum number of groups make should return during one make execution cycle search text enter any information about the group which you want to list