Contact syncing automatically transfers contact information from ActiveCampaign to the hub.
- Once connected, these contacts are labelled “ACTIVECAMPAIGN”.
- Any changes to contacts in ActiveCampaign are instantly reflected in the hub.
- All messages sent or received through Sinch will also show up in the corresponding ActiveCampaign contact’s timeline.
There are a few things to consider when setting up contact sync:
▶ Configuring contact sync when you first install the integration
It's super easy to set-up contact sync when you first install the Sinch Engage SMS for ActiveCampaign integration, you just need to:
1. Check the box for Sync my contacts from ActiveCampaign to Sinch Engage.
2. Click on Next and then follow the steps in this article.
To keep the automatic syncing process as efficient as possible, the Sinch Engage Hub allows you to isolate which groups you'll be using for SMS campaigns. This is particularly beneficial in mitigating the need to consistently sync a high volume of data if you have a large contact database in ActiveCampaign.
Select the checkbox next to which contact lists you'll be using for SMS campaigns, and sync just those lists across to the Sinch Engage Hub by clicking on Sync contacts:
You'll get a notification alerting you when the connection is up and running, just click on Done, and you're good to go as soon as the contact sync is complete:
▶ Enable or modify contact sync for an existing ActiveCampaign connection
Important - If you connected ActiveCampaign to the Sinch Engage Hub before September 10th 2024, you’ll need to reconnect to enable the new contact sync feature. Please disconnect from the Hub by navigating to the ActiveCampaign tile on the Integrations Page, then follow these steps to configure contact sync during reconnect. |
If you've already connected the ActiveCampaign portal to the Sinch Engage Hub, you may now want to enable contact sync, or modify your previously synced contact lists.
To do this, first go to Integrations in the Sinch Engage Hub main menu, find the ActiveCampaign tile, and click on View/Modify Integration:
Then click on the Contacts tab:
Now, to enable contact sync:
1. Check the box for Sync my contacts from ActiveCampaign to Sinch Engage.
2. Select the checkbox next to which contact lists you'll be using for SMS campaigns.
Note - To keep the automatic syncing process as efficient as possible, the Sinch Engage Hub allows you to isolate which groups you'll be using for SMS campaigns. This is particularly beneficial in mitigating the need to consistently sync a high volume of data if you have a large contact database in ActiveCampaign. |
3. Click on Update.
Or, to modify your previously synced contact lists:
1. Make sure you're in the Contacts tab.
2. Change your checkbox selection next to your contact lists.
3. Click on Update.
▶ Triggering manual contact sync with ActiveCampaign
While contact changes sync automatically and instantly, occasional disruptions like network issues or unforeseen events on ActiveCampaign’s side can cause delays or failures. In such cases, you have the option to manually initiate a contact sync to ensure your Sinch Engage Hub stays up-to-date with your ActiveCampaign contacts.
In the spirit of keeping things super simple, there are three different locations where you can see your sync status and trigger a manual sync;
1. In the Campaign builder:
2. In Contacts & Contact Groups:
Whenever you trigger a manual sync, you'll get an alert:
You can only trigger one manual sync at a time, so once you click on Okay, continue with Manual Syncing, it'll become unavailable until the manual sync has finished.
▶ Phone number country code logic
When phone numbers are entered into ActiveCampaign that don't include an international prefix (e.g. +61, +63, +44 etc), we turn to the Default Sending Country that appears in your user profile in the Sinch Engage Hub.
To avoid any unintentional errors when sending messages, make sure you either:
A) Include a country code in the phone number of every one of your contacts in ActiveCampaign.
B) Make sure the default sending country in your Sinch Engage profile is populated (Note - if you're sending to contacts across multiple regions/countries, then this is not sufficient as a standalone measure).