- First, you need to create a new custom text field in ActiveCampaign to identify where your signups are coming from, e.g. a field called “Signup Source”. (Read this guide to learn how to create a new custom field in ActiveCampaign.)
- Log into your Sleeknote account, and find the Sleeknote campaign you use to collect email addresses. (If you have more than one, you will need to follow steps 3-7 for all of them.)
- Go to the integration step, where you’ve set up your ActiveCampaign integration. (If you haven’t set up your integration yet, see this guide.)
- Scroll down to “Map Additional Data” and check the box that says “Want to send custom data?”:
5. Write your identifier value in the input field to the left. It’s up to you what you call this, but make sure it’s something that tells you where these signups come from. (In this case, we would call it Sleeknote).
6. Then select your new field from the dropdown to the right. (You might have to click “Refresh fields” to update the dropdown with your new field.)
7. Save your integration, and save your Sleeknote campaign. Now, all new signups from this Sleeknote campaign will get this data transferred with them to ActiveCampaign.
8. Log into your ActiveCampaign account and click “Automations” in the menu to the left:
9. Click the “Create an automation” button:
10. Select “Start from scratch” and click “Continue”:
11. Select “Subscribes to a list” and click “Continue”:
12. Select the list you have integrated your Sleeknote campaign with, and mark the checkbox that says “Segment the contacts entering this automation”:
13. Find your field that identifies where your signups come from. In this case, we created a field named Signup Source. Select “Is” and then enter the identifier value you used in your Sleeknote integration in Step 5. Click “Add Start”:
14. Then, a new modal box should appear on your screen, where you can choose your next action. (If it doesn’t appear automatically, just hit the + button below you start trigger.) Click “Contacts” and select “Add a tag”:
15. Write the name of the tag you would like to add, and save. In this case, we’ll add a tag named Sleeknote:
16. Click the + button below your tag action, and select “End this automation” under “Conditions and Workflow”:
17. Give your automation a name, save it, and activate it in the top right corner:
Now, every contact that signs up to your list via Sleeknote, will get your tag added.
If you want to tag subscribers coming from different sources in the same automation, you can follow the steps in this video, and add new conditional splits in the no path with your other signup sources.