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How To Set Up Your ActiveCampaign And Mindbody Online Integration (With Features)

 

Before You Get Started

Before starting, let's take a look at our basic integration setup, as explained here:

Check out some key documentation for ActiveCampaign for Mindbody Online integration:

Let’s Get Started!

How to Set Up Your ActiveCampaign for Mindbody Online Integration

You are now setting up the integration, so enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ records or more between ActiveCampaign for Mindbody
  • Sync on Demand included for easy testing of your integration scenarios
  • Filter records from Mindbody based on criteria you need to market to each in ActiveCampaign Lists
  • Scheduling of integration or a Set Up is available on Free Trial and plans (Step 6)

General Pre-Integration Steps

 

Log into your SyncApps account. This will land you in the SyncApps Dashboard. Head to Set-Ups and once you’ve selected the Set-Ups tab, tap the “Create Set Up” button.

Enter a name of your choice for your new Set Up as your identifier. Then for the Sync Type, select 

Mindbody to ActiveCampaign

Step 1: Mindbody Configuration  

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On your SyncApps Account's main page, tap "Set Ups" and then "Create New Set Up".

Select "Mindbody Online Online to ActiveCampaign" for the Sync Type and name the Set Up anything to help you remember why you set it up for easy reference.

In Step 1 of the integration Set Up, you will just need to enter your Mindbody Online Site ID (Mindbody Site ID comes after “?studioid=” at the end of your Mindbody URL)  Do I need an "Activation Code" for Mindbody Online when using SyncApps Integration?

Segment Clients by Purchased Product Name

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  • An email ActiveCampaign Tag or List or Tag(s) will be created for each Product name.

Segment Clients by Classes/Events/Appointments

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  • An ActiveCampaign List(s), Tag(s), or even both will be created for each Class, Event/Workshop, or Appointment.

Segment Clients by Service Category

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  • An email ActiveCampaign Tag or List or Tag(s) will be created for each Service Category.
Note: Need to sync specific Mindbody Online clients to be tagged in ActiveCampaign that cannot be met using the Segmentation options above? Use our Filtering and Segmentation today which can be found in Step 5 of the Set Up! See how it works here.

Sync Mindbody Clients with News and Promos subscriptions unchecked as Subscribed Contacts in ActiveCampaign

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  • Does your Studio need to ignore "subscribe promotional email" (Mindbody opt-out) so all your customers will be synced although subscribe promotional email is unchecked?
  • Please use this Mindbody customization to meet this requirement using our feature for "Sync Mindbody Clients with subscribing promotional email unchecked as subscribed Contacts in ActiveCampaign".
  • In Mindbody, USA-based customers are defaulted to checked for Subscribe to our newsletter & promotions feature and for non-USA customers, it will be set to uncheck.
    Read more
  • Clients can also update the settings by login to Mindbody business's website:
    Read more

After selecting any of the configurations in this Step then please don't forget to hit SAVE or NEXT so that the settings will be applied.

Step 2: ActiveCampaign Configuration 

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The Account API URL and API Key can be found by clicking My Settings pressing on the Developer tab on the left side of the screen and looking at the API Access section.

The API Key can be found by clicking My Settings pressing the Developer tab on the left side of the screen and looking at the API Access section.

Senders Information (Required)

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  • To create a List needed in ActiveCampaign please provide the following information.

Segmentation Method

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  • Auto creates Lists or Tags or both into your ActiveCampaign account from your CRM software.

After you have set the configuration in Step 2, hit the next button.

Step 3: Fully Sync Add-On  

The Full Sync Add-On applies to CRM and eCommerce platforms and can be used in trials and plans. The CRM must have List integration to be able to use Full Sync.

Read more about how the Full Sync Feature can automate your contact management today in our article here.

The Full Sync can be scheduled in Step 3 to Manual, Daily, or Weekly.

It allows you to keep your systems trued up with ease.

Step 4: Field Mapping  

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Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, Phone, and Email Opt Out are already pre-mapped even if you haven’t enabled this Step 4. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up in Step 4.

Under More Options in Step 4, you can override the standard fields and more. Check it out.

In Mindbody, you can use Client Indexes to segment clients based on Contracts so this is a great method to use in Step 4 to segment your clients to ActiveCampaign as SyncApps does not support Mindbody Contracts. 

Generic Field Mapping Guide

Step 5: Filtering and Segmentation  

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This is one of our most powerful features, which is why it's intensely used by most of our subscribers. For example, if you have thousands of records in CRM and only want to pull out the records with specific criteria, only these records will be synced to your ActiveCampaign Lists.

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Scheduling  

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Finally, the very last step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Tap the Finish button and then Sync Now. 

This is all you need for the basic ActiveCampaign and Mindbody Online integration. If you want to go more in-depth, check out the additional options and features you can use.

Additional Options and Features You May Want to Add to Your ActiveCampaign and Mindbody Online Integration

Specify the default target List in ActiveCampaign

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  • Please select a default List in ActiveCampaign to sync your records from CRM into or if none is selected then Contacts will just sync without being added to any List in ActiveCampaign.

Retrieve from a Specific List(s) in ActiveCampaign

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  • Are your contacts in ActiveCampaign on a list? If not please make sure they are and select the List(s) you are syncing back to CRM. If no list is selected then SyncApps will retrieve all Contacts from ActiveCampaign List(s).

Do not sync new ActiveCampaign subscribers to Mindbody (One-Way sync)

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  • If you don't want new records from ActiveCampaign to be synced to Mindbody, then enable this option. Otherwise, you may leave it unchecked.

Do not sync unsubscribed emails status to Mindbody 

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  • By default, SyncApps will set opted-out status in Mindbody for unsubscribed emails. Please check this checkbox if you do not want unsubscribed email status to be synced.

Tap the Finish button and then Sync Now. 

THAT'S IT! YOU HAVE FINISHED SETTING UP YOUR INTEGRATION!

Need some help?

Check out the options below on how you can contact our Support Team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled.

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