ActiveCampaign

We integrate with ActiveCampaign to seamlessly sync your patient information from Cerbo so that you can use mass messaging and automated messaging features in ActiveCampaign.

ActiveCampaign - About the Integration
Overview Active Campaign is an automated sales, marketing, and CRM platform with dynamic automated email and SMS options. Our integration with Active Campa...
Fri, 20 Jan, 2023 at 3:16 PM
Getting your API keys in Active Campaign
Overview 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), y...
Mon, 13 Mar, 2023 at 1:55 PM
Using ActiveCampaign to send Automated Birthday Emails to Patients
Overview One simple automation in ActiveCampaign that can come in handy for just about everyone is setting up an automation to send out an email to a patie...
Fri, 20 Jan, 2023 at 3:18 PM
Using ActiveCampaign to Keep an Up-to-Date Active Patients Mailing List
Overview When we set up your ActiveCampaign integration, we will sync over all of your Active patients (patients with a Status of Active in the EHR) to Act...
Fri, 20 Jan, 2023 at 3:17 PM
Using ActiveCampaign - Generate a Link to Sign up for a Mailing List
Overview 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 y...
Fri, 20 Jan, 2023 at 3:18 PM
Using ActiveCampaign to Follow Up After (or add an Extra Reminder Before) an Appointment
Overview You can use your integrated ActiveCampaign account to automatically send specific follow up emails after a patient has a certain type of appointme...
Fri, 20 Jan, 2023 at 3:19 PM