ActiveCampaign & Google Sheets: how to integrate your data

In this detailed tutorial, we'll guide you through the hassle-free process of connecting your ActiveCampaign account to Google Sheets using Catchr. By the conclusion of these instructions, you'll be poised to effortlessly visualize and analyze your marketing data, unlocking powerful insights to drive your campaigns forward.

How to connect your ActiveCampaign account to Google Sheets

Add a source on Catchr

To begin, navigate to the Catchr homepage, select Source from the menu on the left, and click on Add a Source located at the top right corner. Choose ActiveCampaign as your platform and proceed with the identification process to establish a connection between Catchr and ActiveCampaign.

Create a New Query

Launch Google Sheets and locate "Catchr" within the menu. Click on "New Query" to initiate a new query for transferring your ActiveCampaign data.

Select Your Data Source

In the query interface, select ActiveCampaign as your desired data source. If ActiveCampaign doesn't appear in the provided list, you can simply add it by clicking on the "+" button.

Select Your Account(s)

Move to the "Select account(s)" section and pick the ActiveCampaign account(s) from which you wish to import data.

Choose Metrics and Dimensions

Switch to the "Metrics" and "Dimensions" sections to pick specific data points for your query. Consider including metrics and dimensions that align with your analytical needs. Here are some metrics and dimensions from ActiveCampaign you might find useful:

Metrics:

• Contact Creation Date: The date the contact was added to ActiveCampaign.
• Contact Email: The contact's email address.
• Contact Phone: The contact's phone number.

Dimensions:

• Contact First Name: The contact's first name.
• Contact Last Name: The contact's last name.
• Contact Organization: The name of the contact's organization.

Set Date Range

After selecting your metrics and dimensions, proceed to the "Date Range" tab. Here you can opt for preset date ranges such as "Last month" or "This year", or specify custom dates for your data import.

Apply Filters

To refine your data, use the "Filters" tab. You can add a filter by specifying the following:

• Field: For instance, 'Country'
• Operator: Such as 'equals'
• Value: E.g., 'United States'

This could be used to concentrate on data from visitors located in the United States.

Schedule & Customize Data Refreshness

In the "Options" tab, you can set up automatic data refresh schedules for your query. Additional settings like "Append rows" allow the addition of new rows at your query's end, ensuring your dataset remains up-to-date.

By following these steps, you're now equipped to seamlessly bring your ActiveCampaign data into Google Sheets for comprehensive analysis and visualization.

Example of Google Sheets you can create with the ActiveCampaign source

Integrating ActiveCampaign with Google Sheets via Catchr opens a world of possibilities for marketers. Here are a few examples of how you can leverage this integration:

• Contact Segmentation Sheets: By importing contact data, including names, emails, and creation dates, you can create dynamic segmentation sheets. These sheets can help tailor marketing strategies to specific audience segments, optimizing engagement and conversions.
• Campaign Performance Tracker: Utilize metrics such as campaign opens, clicks, and bounces to track the performance of each email campaign directly within Google Sheets. Analyze trends over time, identify successful campaigns, and brainstorm ways to improve those with lower engagement.
• Automation Success Sheet: Monitor the performance of your automation sequences by tracking key metrics like emails sent, opens, and clicks. Leverage this data to fine-tune your automations for better results.

This integration enhances your ability to make data-driven decisions, tailoring your marketing efforts to what truly resonates with your audience. By harnessing the power of Catchr to bridge ActiveCampaign and Google Sheets, you streamline your processes, saving time and gaining valuable insights that propel your marketing strategy forward.

‍