Marketing

ActiveTrail

16min

The ActiveTrail modules allow you to watch, create, update, get, list, and/or remove the groups, members, contacts, and campaigns in your ActiveTrail account.
Prerequisites
An ActiveTrail account
In order to use ActiveTrail with Make, it is necessary to have a ActiveTrail account. If you do not have one, you can create a ActiveTrail account at https://app.activetrail.com/Public/Login.aspx?.
Connect ActiveTrail and ﻿ 
To connect your ActiveTrail account to Make you need to obtain the API Key.
Log into your ActiveTrail account.
Click More > Integrations > API > Apps.
﻿
Click New and enter the details for the app. Click Save and copy the Access Token.
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Go to Make and open the ActiveTrail module's Create a connection dialog.
In the API Key field, enter the Access Token copied in the step 3.
Click Continue.
The connection has been established.
ActiveTrail modules
Triggers
Watch Campaigns
Triggers an operation when a new campaign is added to the account.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Limit
The maximum number of transactions Make should return during one Make execution cycle.
Search Text
Enter the keywords based on which triggers will be sent when a new campaign is added to the account.
From Date
Enter the date from which you want to watch the campaigns.
To Date
Enter the date until which you want to watch the campaigns.
Watch for contact unsubscribed
Triggers when a contact unsubscribes.
Field
Description
Webhook Name
Enter the name for webhook.
Connection
Establish a connection to your ActiveTrail account.
Webhook Name
Enter the webhook name that appears to the end user.
Watch for Automation Step
Triggers when a contact moves a step inside an automation.
Field
Description
Webhook Name
Enter the name for webhook.
Connection
Establish a connection to your ActiveTrail account.
Webhook Name
Enter the webhook name that appears to the end user.
Watch for Contact Added to a Group
Triggers when a contact is added to a group.
Field
Description
Webhook Name
Enter the name for webhook.
Connection
Establish a connection to your ActiveTrail account.
Webhook Name
Enter the webhook name that appears to the end user.
Actions
Add a Member to a Group
Updates a member or creates a new member in a group and sends a campaign if provided.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Group ID
Select the Group ID to which you want to add the member.
Email address
Enter the email address of the member.
Mobile Number
Enter the mobile number of the member.
Set contact to 'Do not contact' status?
Select Yes if you want the status of the member as Do not contact:
Yes
No
Not defined
Create/Update Contact
Creates a new contact or updates an existing contact.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Email
Enter the email address of the contact.
SMS
Enter the number to which the messages will be sent to the contact.
First Name
Enter the first name of the contact.
Last Name
Enter the last name of the contact.
Anniversary
Enter the wedding anniversary date of the customer.
Birthday
Enter the birth date of the customer.
City
Enter the city name of the customer.
Fax
Enter the fax details of the customer.
Phone 1
Enter the primary contact number of the customer.
Phone 2
Enter the secondary contact number of the customer.
Street
Enter the street name of the customer contact address.
Zip Code
Enter the zip code of the customer contact address.
ext1 to ext 25
Enter the extension number of the customer. You can enter up to 25 extension numbers.
date1 to date5
Enter the important dates for the customer. You can enter up to five dates.
num1 to num5
Enter the contact numbers of the customer. You can enter up to five numbers.
Set as 'Do Not Mail?'
Select Yes if no email has to be sent to the customer:
Yes
No
Not defined
Is deleted
Select Yes if the customer has been deleted:
Yes
No
Not defined
Delete a Contact
Removes a contact.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
ID
Enter the Contact ID you want to delete.
Get a Contact
Gets a contact.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
ID
Enter the Contact ID whose details you want to retrieve.
Remove a Member from a Group
Removes a member from a group.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Group ID
Select the Group ID whose member you want to remove from the group.
Member ID
Enter the Member ID you want to remove from the group.
Send SMS
Sends a text message (SMS) to a contact.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Message name (will be shown in your account)
Enter a name for the message.
Sender name (will be shown in the SMS message title)
Enter the name that displays as title of the message.
Message contents
Enter the message text.
Mobile number
Enter the mobile number to which the message will be sent.
Add unsubscribe link?
Select if you want add a link for unsubscribing in the message.
Searches
List Contacts
Gets a list of contacts.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Limit
The maximum number of contacts Make should return during one Make execution cycle.
Search Text
Enter any information about the contacts you want to list.
List Groups
Select a specific group in your account.
Field
Description
Connection
Establish a connection to your ActiveTrail account.
Limit
The maximum number of groups Make should return during one Make execution cycle.
Search Text
Enter any information about the group which you want to list.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of transactions Make should return during one Make execution cycle.
Search Text	Enter the keywords based on which triggers will be sent when a new campaign is added to the account.
From Date	Enter the date from which you want to watch the campaigns.
To Date	Enter the date until which you want to watch the campaigns.

Field	Description
Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Field	Description
Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Field	Description
Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID to which you want to add the member.
Email address	Enter the email address of the member.
Mobile Number	Enter the mobile number of the member.
Set contact to 'Do not contact' status?	Select Yes if you want the status of the member as Do not contact: Yes No Not defined

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Email	Enter the email address of the contact.
SMS	Enter the number to which the messages will be sent to the contact.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Anniversary	Enter the wedding anniversary date of the customer.
Birthday	Enter the birth date of the customer.
City	Enter the city name of the customer.
Fax	Enter the fax details of the customer.
Phone 1	Enter the primary contact number of the customer.
Phone 2	Enter the secondary contact number of the customer.
Street	Enter the street name of the customer contact address.
Zip Code	Enter the zip code of the customer contact address.
ext1 to ext 25	Enter the extension number of the customer. You can enter up to 25 extension numbers.
date1 to date5	Enter the important dates for the customer. You can enter up to five dates.
num1 to num5	Enter the contact numbers of the customer. You can enter up to five numbers.
Set as 'Do Not Mail?'	Select Yes if no email has to be sent to the customer: Yes No Not defined
Is deleted	Select Yes if the customer has been deleted: Yes No Not defined

Field	Description
Connection	Establish a connection to your ActiveTrail account.
ID	Enter the Contact ID you want to delete.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
ID	Enter the Contact ID whose details you want to retrieve.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID whose member you want to remove from the group.
Member ID	Enter the Member ID you want to remove from the group.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Message name (will be shown in your account)	Enter a name for the message.
Sender name (will be shown in the SMS message title)	Enter the name that displays as title of the message.
Message contents	Enter the message text.
Mobile number	Enter the mobile number to which the message will be sent.
Add unsubscribe link?	Select if you want add a link for unsubscribing in the message.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of contacts Make should return during one Make execution cycle.
Search Text	Enter any information about the contacts you want to list.

Field	Description
Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of groups Make should return during one Make execution cycle.
Search Text	Enter any information about the group which you want to list.

ActiveDEMAND

Adobe CC Libraries

ActiveTrail

Connect ActiveTrail and ﻿

ActiveTrail modules

Triggers

Watch Campaigns

Watch for contact unsubscribed

Watch for Automation Step

Watch for Contact Added to a Group

Actions

Add a Member to a Group

Create/Update Contact

Delete a Contact

Get a Contact

Remove a Member from a Group

Send SMS

Searches

List Contacts

List Groups

Connect ActiveTrail and