Overview

Active Campaign is an automated sales, marketing, and CRM platform with dynamic automated email and SMS options. Our integration with Active Campaign makes it so that patient's information syncs to Active Campaign automatically. That allows you to send mass messages, or automated messages, directly from Active Campaign.


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Details

The integration with ActiveCampaign is a one-way sync of information from Cerbo to your ActiveCampaign account. You can select which of the available fields should sync. 


What Information Syncs

Based on what you select to sync, the following information could update in ActiveCampaign in real time when it is changed in Cerbo:

  • Patient name and sex.
  • Patient's DOB (or, optionally, just the birth month).
  • Patient status (active, prospective, inactive, deceased). Note that inactive or deceased status patients do not sync to AC as part of the initial sync that Cerbo does. If desired, you can manually import them to AC from the Advanced Patient Search export.
  • Primary assigned provider.
  • Tags. These show in a specific format in ActiveCampaign - as Tagged: Tag Category - Tag Name. So if you have a tag category in Cerbo called Patient Type, and a tag within that category called Cash Pay, then for any patients tagged with that tag in Cerbo, it would sync to ActiveCampaign as Tagged: Patient Type - Cash Pay.
  • The name of the patient's current Bluefin subscription.
  • Next and last upcoming appt date (or date and time) and type
  • The date and time of the appointment that is scheduled furthest in the future


In addition to synching over appointment information when it is added or edited, the system checks hourly to update next and last appointment data.


You can customize which data syncs under Admin > Manage > Integrations. 


Using this Information in ActiveCampaign

You can use this information within ActiveCampaign to:

  1. Generate or maintain mailing lists and send mass messages, such as newsletters, education, or marketing blasts.
  2. Send automated messages for things like welcome emails, birthday emails, follow up appointment or lab reminders, as well as messages triggered by specific actions that your patients have taken (URLs visited, links clicked, etc.). Dynamic, flexible options for creating campaigns and automations within ActiveCampaign allow you to deliver personalized, relevant content to your patients on the schedules that you define. Automations can also be set to send a message to someone on the clinic side.

For an introduction to using ActiveCampaign that covers accessing your contacts, creating mailing lists, and creating an email campaign, please check out this short (10 min) video.



Signing Up

You can sign up directly with ActiveCampaign using our affiliate link. Keep in mind that their 'Enterprise' level is the only level that is HIPAA-compliant. If you are not worried about HIPAA-compliance, they do offer other options you can choose from. You can review their plans and pricing here, https://www.activecampaign.com/pricing. 


If you want to try out ActiveCampaign before you commit, you can sign up for a 14-day free trial account.