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ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

How IdentityCheck works with ActiveCampaign

Introduction to ActiveCampaign

ActiveCampaign is a leading marketing automation platform that enables businesses to engage with their customers through personalized email campaigns, automated workflows, and CRM tools. With its robust suite of features, ActiveCampaign helps businesses streamline their marketing efforts and drive customer engagement.

Uses of IdentityCheck in ActiveCampaign for ID Verification

Integrating IdentityCheck into your ActiveCampaign workflow enhances your customer verification process. Here are some possible uses:

  • New Account Verifications: Ensure all new sign-ups are verified before they access your services.
  • Fraud Prevention: Implement ID verification to prevent fraudulent activity and secure customer data.
  • Regulatory Compliance: Meet industry standards and regulatory requirements for identity verification.
  • Enhanced Customer Trust: Build trust by assuring customers that their identities are protected and verified.

Setting Up IdentityCheck Integration with ActiveCampaign

Follow these steps to integrate IdentityCheck with ActiveCampaign using Zapier:

  1. Go to Zapier and log in to your account.
  2. Click on “Make a Zap” to start creating a new Zap.
  3. Select ActiveCampaign as the trigger app and choose a trigger (e.g., New Contact Added).
  4. Connect your ActiveCampaign account by entering your API key and URL.
  5. Configure the trigger settings as needed and test the trigger to ensure it’s working.
  6. Select IdentityCheck as the action app and choose an action event (e.g., Verify ID).
  7. Connect your IdentityCheck account with the necessary credentials.
  8. Map the required fields from ActiveCampaign to IdentityCheck. For example, map the email field to ensure the correct data is sent for verification.
  9. Test the action to confirm that ID verification works as expected.
  10. Once verified, turn on your Zap to make the integration active.

Using IdentityCheck within ActiveCampaign

After setting up the integration, here’s how you can use IdentityCheck for ID verification within ActiveCampaign:

  1. When a new contact is added to ActiveCampaign, the Zap will automatically trigger.
  2. IdentityCheck receives the contact’s information and performs an ID verification.
  3. The verification status is updated within ActiveCampaign, allowing you to take further actions based on the result.
  4. Set up automated workflows in ActiveCampaign to handle verified and unverified customers differently. For instance, send a welcome email to verified users or an alert for manual review for unverified ones.
  5. Monitor the verification logs within IdentityCheck to ensure compliance and track user verifications.

Integrating IdentityCheck with ActiveCampaign helps streamline and automate your ID verification process, ensuring smooth and secure customer onboarding.

About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.