ActiveTrail (Action Flow)
Important
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The ActiveTrail modules allow you to watch, create, update, get, list, and/or remove the groups, members, contacts, and campaigns in your ActiveTrail account.
Prerequisites
An ActiveTrail account
In order to use ActiveTrail with Celonis platform, it is necessary to have a ActiveTrail account. If you do not have one, you can create a ActiveTrail account at https://app.activetrail.com/Public/Login.aspx?.
Note
The module dialog fields that are displayed in bold (in the Celonis platform Action Flow, not in this documentation article) are mandatory!
Connecting ActiveTrail to Celonis platform
To connect your ActiveTrail account to Celonis platform you need to obtain the API Key.
Log into your ActiveTrail account.
Click More > Integrations > API > Apps.
Click New and enter the details for the app. Click Save and copy the Access Token.
Go to Celonis platform and open the ActiveTrail module's Create a connection dialog.
In the API Key field, enter the Access Token copied in the step 3.
Click Continue.
The connection has been established.
Triggers for this module
Triggers an operation when a new campaign is added to the account.
Connection | |
Limit | The maximum number of transactions Celonis platform should return during one Action Flow execution cycle. |
Search Text | Enter the keywords based on which triggers will be sent when a new campaign is added to the account. |
From Date | Enter the date from which you want to watch the campaigns. |
To Date | Enter the date until which you want to watch the campaigns. |
Triggers when a contact unsubscribes.
Webhook Name | Enter the name for webhook. |
Connection | |
Webhook Name | Enter the webhook name that appears to the end user. |
Triggers when a contact moves a step inside an automation.
Webhook Name | Enter the name for webhook. |
Connection | |
Webhook Name | Enter the webhook name that appears to the end user. |
Triggers when a contact is added to a group.
Webhook Name | Enter the name for webhook. |
Connection | |
Webhook Name | Enter the webhook name that appears to the end user. |
Actions
Updates a member or creates a new member in a group and sends a campaign if provided.
Connection | |
Group ID | Select the Group ID to which you want to add the member. |
Email address | Enter the email address of the member. |
Mobile Number | Enter the mobile number of the member. |
Set contact to 'Do not contact' status? | Select Yes if you want the status of the member as Do not contact:
|
Creates a new contact or updates an existing contact.
Connection | |
Enter the email address of the contact. | |
SMS | Enter the number to which the messages will be sent to the contact. |
First Name | Enter the first name of the contact. |
Last Name | Enter the last name of the contact. |
Anniversary | Enter the wedding anniversary date of the customer. |
Birthday | Enter the birth date of the customer. |
City | Enter the city name of the customer. |
Fax | Enter the fax details of the customer. |
Phone 1 | Enter the primary contact number of the customer. |
Phone 2 | Enter the secondary contact number of the customer. |
Street | Enter the street name of the customer contact address. |
Zip Code | Enter the zip code of the customer contact address. |
ext1 to ext 25 | Enter the extension number of the customer. You can enter up to 25 extension numbers. |
date1 to date5 | Enter the important dates for the customer. You can enter up to five dates. |
num1 to num5 | Enter the contact numbers of the customer. You can enter up to five numbers. |
Set as 'Do Not Mail?' | Select Yes if no email has to be sent to the customer:
|
Is deleted | Select Yes if the customer has been deleted:
|
Removes a contact.
Connection | |
ID | Enter the Contact ID you want to delete. |
Gets a contact.
Connection | |
ID | Enter the Contact ID whose details you want to retrieve. |
Removes a member from a group.
Connection | |
Group ID | Select the Group ID whose member you want to remove from the group. |
Member ID | Enter the Member ID you want to remove from the group. |
Sends a text message (SMS) to a contact.
Connection | |
Message name (will be shown in your account) | Enter a name for the message. |
Sender name (will be shown in the SMS message title) | Enter the name that displays as title of the message. |
Message contents | Enter the message text. |
Mobile number | Enter the mobile number to which the message will be sent. |
Add unsubscribe link? | Select if you want add a link for unsubscribing in the message. |
Searches
Gets a list of contacts.
Connection | |
Limit | The maximum number of contacts Celonis platform should return during one Action Flow execution cycle. |
Search Text | Enter any information about the contacts you want to list. |
Select a specific group in your account.
Connection | |
Limit | The maximum number of groups Celonis platform should return during one Action Flow execution cycle. |
Search Text | Enter any information about the group which you want to list. |