Active Campaign

We integrate with Active Campaign to seamlessly sync your patient information between the two platforms so that you can use powerful automated messaging features in Active Campaign.

Active Campaign - About the Integration
Active Campaign is an automated sales, marketing, and CRM platform with dynamic automated email and SMS options. Our integration with Active Campaign links ...
Mon, 3 Dec, 2018 at 9:35 AM
Getting your API keys in Active Campaign
To link up an Active Campaign account that you have set up on your own (versus one that you have set up through our reseller account with them), you would n...
Wed, 3 Jan, 2018 at 4:36 PM
Using Active Campaign to send Automated Birthday Emails to Patients
One simple automation in Active Campaign that can come in handy for just about everyone is setting up an automation to send out an email to a patient on the...
Wed, 18 Jul, 2018 at 2:23 PM
Using Active Campaign to Keep an Up-to-Date Active Patients Mailing List
When we set up your Active Campaign integration, we will sync over all of your Active patients (patients with a Status of Active in the EHR) to Active Campa...
Wed, 18 Jul, 2018 at 2:22 PM
Using Active Campaign - Generate a Link to Sign up for a Mailing List
If you'd like to have a link to sign up for a mailing list that you can include in social media posts (Facebook, Twitter, etc.), emails, on your websit...
Wed, 18 Jul, 2018 at 2:29 PM
Using Active Campaign to Follow Up After an Appointment
You can use your integrated Active Campaign account to automatically send specific follow up emails after a patient has a certain type of appointment with y...
Wed, 18 Jul, 2018 at 5:04 PM
Manually Adding MDHQ Patient Status Fields (if needed)
The initial sync that we do at Cerbo when setting up your Active Campaign integration should bring over all of the field statuses that you need, but we have...
Mon, 19 Nov, 2018 at 9:35 AM