How to Use
RightBound for ActiveCampaign

    App Installation    


Step 1: 

Go to ActiveCampaign's App Marketplace and select RightBound

1 active campaign app

Step 2: 

Click the link to generate your RightBound API key

2active campaign app

Step 3: 

a. Copy the API key

b. Paste the key

c. Click connect

 

3 active campaign app (3)

Step 4: 

a. Click Setup

b. Click Continue

c. Map the following fields between RightBound and ActiveCampaign:

  • Email
  • LinkedIn URL
  • Phone
  • Title
  • Company changed name

d. Click Finish

 

4 active campaign app

    Verify and enrich contact info    


RightBound "Match" action will match your contact, verify they still work at the company provided, and with complete additional information such as Title, LinkedIn profile 

Step 1:

a. Click Create an automation

b. Select Start from scratch

c. Click Continue

d. Select the trigger you would like to use 
In this example, we will show the tag trigger

e. Click Add start

5 active campaign app (1)

Step 2:

Click the + icon to add a new action, and then:

a. Select CX Apps

b. Choose RightBound - Match

d. Click Select

e. Select the Email field

f. Click Finish

Copy of 8 active campaign app

Step 3:

To set the automation live, click Active.

Copy of 6active campaign app

Step 4 (optional):

You ,may choose to receive an email notification when a contact goes through this automation:

a. Select Send a notification email

b. Fill in the notification fields

c. Click Add

 

6active campaign app

Step 5 (optional):

You may set additional triggers that will initiate this automation.

7 active campaign app (1)

    Phone Sourcing     


RightBound "Enrich" action will source a phone number for selected contacts.

To create a workflow for the "Enrich" action,
follow the same steps as the above, and select RightBound - Enrich option in the CX App menu.

11 active campaign app

    Video Tour     


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