Here's how it works:

  1. Automated List Retrieval: Once your integration with Emailpref is successfully set up, the platform automatically retrieves your lists from ActiveCampaign. This means you don't need to worry about manual list imports or data transfers.

  2. Effortless Management: In the 'Lists' tab, Emailpref displays all your ActiveCampaign lists. This intuitive interface allows you to view and manage your lists with just a few clicks.

  3. Real-time Sync: Emailpref's real-time synchronization ensures that all changes made on your preference page are instantaneously reflected in ActiveCampaign. This guarantees that your subscriber's preferences are always up-to-date.

Automatic Contact Count Matching: If you notice any discrepancies in the contact counts between Emailpref and ActiveCampaign, don't worry. Emailpref is working in the background to sync all your contacts, ensuring data consistency.

In summary, Emailpref's list integration process is designed to be intuitive and efficient, reducing manual work and ensuring that your email marketing efforts remain perfectly in sync with your ActiveCampaign lists.

Creating a List on Emailpref and Syncing with Tags

Step 1: Create a New List

  1. Access the Lists Tab: Begin by navigating to the "Lists" tab within your Emailpref dashboard.

  2. Create a New List: At the bottom-right corner of the page, you'll find an option to "Create List." Click on it.

  3. List Details: Enter a name for your new list and provide a description to define its purpose. You can skip the default subscriber state settings for now, as syncing with a tag will inherit defaults from ActiveCampaign.

  4. Save Your List: Once you've filled in the necessary details, save your list. You'll now see it listed in your "Lists" tab.

Step 2: Sync with a Tag

  1. Link to an External Tag: Click on the sync button that corresponds to the list you've created. Select your Emailpref integration.

  2. Select Sync Type: During the syncing process, you will be prompted to choose between syncing with a list or a tag. Opt for "Tag" and select the external tag you want to link to this list.

Step 3: Create an Action

  1. Navigate to the Actions Tab: Move to the "Actions" tab within your Emailpref account.

  2. Create a New Action: Click on "Create Action" and select your Emailpref integration.

  3. Choose "Tag Contact": For this action, select "Tag Contact" as the action type. Give the action a name that describes its purpose.

  4. Define List and External Tag: Specify the list on the Emailpref side and the external tag you've linked to this list during syncing.

  5. Set Actions: Decide what should happen when a user subscribes to this specific list or unsubscribes.

By following these step-by-step instructions, you can seamlessly create lists, sync them with external tags, and establish corresponding actions to manage user interactions effectively.

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