Charitable → ActiveCampaignEvents and actions

Automate Charitable and ActiveCampaign together

Use Charitable events to run ActiveCampaign actions, or ActiveCampaign events to run Charitable actions. Explore both lists below to choose a workflow.

Already using Noptin? Learn how to create an automation rule.

CharitableCharitableActiveCampaignActiveCampaign
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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in ActiveCampaign when a donation is completed

  1. CharitableWhen a donation is completed
  2. ActiveCampaignTag a contact in ActiveCampaign

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Add a contact to a list in ActiveCampaign when a donation is completed

  1. CharitableWhen a donation is completed
  2. ActiveCampaignAdd a contact to a list in ActiveCampaign

Create or update a contact in ActiveCampaign when a donation status changes

  1. CharitableWhen a donation status changes
  2. ActiveCampaignCreate or update a contact in ActiveCampaign

Add a contact to an automation in ActiveCampaign when a donation status changes

  1. CharitableWhen a donation status changes
  2. ActiveCampaignAdd a contact to an automation in ActiveCampaign

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

  • CharitableWhen a donation is completed
  • ActiveCampaignWhen a contact is added in ActiveCampaign
  • ActiveCampaignWhen a contact unsubscribes in ActiveCampaign
  • ActiveCampaignWhen a tag is added to an ActiveCampaign contact
  • ActiveCampaignWhen a tag is removed from an ActiveCampaign contact

Do this (5)

  • CharitableChange the status of a donation
  • ActiveCampaignCreate or update a contact in ActiveCampaign
  • ActiveCampaignAdd a contact to a list in ActiveCampaign
  • ActiveCampaignRemove a contact from a list in ActiveCampaign
  • ActiveCampaignTag a contact in ActiveCampaign
View all triggers and actions (24)

When this happens (9)

  • ActiveCampaignWhen a contact clicks a link in an ActiveCampaign campaign
  • ActiveCampaignWhen an ActiveCampaign campaign email to a contact bounces
  • CharitableWhen a donation status changes
  • ActiveCampaignWhen a contact is updated in ActiveCampaign
  • ActiveCampaignWhen a note is added to an ActiveCampaign contact
  • ActiveCampaignWhen a contact opens an ActiveCampaign campaign
  • ActiveCampaignWhen a contact replies to an ActiveCampaign campaign
  • ActiveCampaignWhen a contact forwards an ActiveCampaign campaign through its forward link
  • ActiveCampaignWhen a contact shares an ActiveCampaign campaign

Do this (5)

  • ActiveCampaignRemove a tag from a contact in ActiveCampaign
  • ActiveCampaignAdd a contact to an automation in ActiveCampaign
  • ActiveCampaignRemove a contact from an automation in ActiveCampaign
  • CharitableCreate or update a campaign
  • CharitableDelete a Charitable campaign

About this connection

How the two tools fit together

Charitable: Fundraising and donation management for WordPress.

ActiveCampaign: ActiveCampaign is a comprehensive customer experience automation platform that combines email marketing, automation, sales automation, and CRM functionalities to help businesses improve customer engagement and streamline operations.

What information can you send?

Connect ActiveCampaign, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the Charitable event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected ActiveCampaign account and the audience selected.

Start here

Set up Charitable and ActiveCampaign with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Charitable and ActiveCampaign from Noptin → Extensions. How to activate your license.
  3. Install and set up Charitable on your WordPress site. Connect ActiveCampaign in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from Charitable to start the automation.
  2. Choose an action from ActiveCampaign in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Charitable and ActiveCampaign?

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