active campaign

Active Campaign Integration

Turn the Active Campaign Integration On 

Aesthetic Record and Active Campaign directly integrate to make your in office workflow easier! You can pass contact records from Aesthetic Record to Active Campaign, you can also share report lists.
Integration syncs: Firstname, Lastname, Email
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To turn this integration on, first you must be on the Accelerator Plan. If you are not, you can click the upgrade button on the top of your screen. You Also must be an "Admin" role on the account to access the integration. 

1. Login as an ADMIN and then go to Settings, click Integrations and choose Active Campaign.
2. Turn the Toggle ON. 
3. Enter your URL and API Key from Active Campaign
4. Choose if you want to sync newly created contacts or all contacts or both. We suggest to toggle on both.
5. Hit Save



Share Reports To Active Campaign

You can build reports inside of Aesthetic Record, once you build the report you can share it with Active Campaign. 
1. Go to Business Insights 
2. Click on "Patients
3. Click Create
4. Choose the report you want to create. 
5. Click Share
6. Choose Active Campaign 
7. A pop up screen will appear, enter in your Active Campaign login details.
8. Make sure you have a paid account with Active Campaign.
9. You can then email directly from Active Campaign.

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