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Active Campaign Tags Documentation

Menu Location: Settings > Customer > Active Campaign Tags (admin-edit.php?table=activecamp_tags)

Access Level: Administrator and above

Last Updated: 2026-03-01

Overview

Active Campaign Tags manages the synchronization between customer tags in your KlCode system and tags in ActiveCampaign marketing automation platform. This ensures consistent customer segmentation across both systems for targeted email campaigns and automation workflows.

Primary Functions:

  • Map KlCode customer tags to ActiveCampaign tags
  • Sync tags automatically between systems
  • Trigger ActiveCampaign automations based on customer actions
  • Maintain consistent segmentation across platforms
  • Enable sophisticated marketing automation workflows
  • Track tag usage and customer counts

Page Layout

Tags Mapping Table:

  • KlCode Tag Name
  • ActiveCampaign Tag ID
  • ActiveCampaign Tag Name
  • Sync Direction (One-way or Bidirectional)
  • Active Status
  • Customer Count (how many customers have this tag)
  • Actions (Edit, Sync Now, Delete)

Tag Synchronization

How It Works:

  1. Customer tagged in KlCode (e.g., "VIP Customer")
  2. System checks if tag mapped to ActiveCampaign
  3. If mapped, applies corresponding ActiveCampaign tag
  4. ActiveCampaign automations can then trigger based on tag

Sync Directions:

  • KlCode → ActiveCampaign: Tags applied in KlCode push to ActiveCampaign
  • ActiveCampaign → KlCode: Tags applied in ActiveCampaign pull into KlCode
  • Bidirectional: Tags sync in both directions

Sync Frequency:

  • Real-time: Tag synced immediately when applied
  • Scheduled: Batch sync runs hourly/daily
  • Manual: Click "Sync Now" to force immediate sync

Common Use Cases

Use Case 1: VIP Customer Automation

Goal: Trigger VIP email series when customer reaches 10 orders.

Setup:

  1. Create "VIP Customer" tag in both systems
  2. Map tags in ActiveCampaign Tags settings
  3. Set Order Count Event to apply "VIP Customer" tag at 10 orders
  4. Create automation in ActiveCampaign triggered by "VIP Customer" tag
  5. Customer automatically enters VIP nurture series

Use Case 2: Product Interest Segmentation

Goal: Tag customers by product preferences for targeted promotions.

Setup:

  1. Create tags: "Beef Lover", "Seafood Fan", "Chicken Preferred"
  2. Map each tag to ActiveCampaign
  3. Apply tags based on purchase history or website browsing
  4. Send product-specific promotions to each segment

Use Case 3: Customer Lifecycle Stages

Goal: Move customers through lifecycle stages with targeted messaging.

Tags:

  • "New Customer" (0-3 orders)
  • "Engaged Customer" (4-10 orders)
  • "Loyal Customer" (11+ orders)
  • "At Risk" (no order 90 days)
  • "Churned" (cancelled subscription)

Result: Each stage triggers appropriate ActiveCampaign automation

Use Case 4: Re-Engagement Campaign

Goal: Win back cancelled customers with targeted offer.

Setup:

  1. Map "Cancelled - Last 30 Days" tag
  2. ActiveCampaign automation sends win-back series
  3. If customer reactivates, remove "Cancelled" tag, add "Reactivated"
  4. Different automation for reactivated customers

Use Case 5: Event-Based Marketing

Goal: Tag customers who attended events or webinars.

Setup:

  1. Apply "Webinar Attendee - March 2026" tag in KlCode
  2. Sync to ActiveCampaign
  3. Send post-event follow-up series
  4. Track conversion from attendees

Setting Up Tag Mapping

Steps:

  1. Create tag in KlCode customer tags
  2. Create corresponding tag in ActiveCampaign
  3. Go to ActiveCampaign Tags settings page
  4. Click "Add New Mapping"
  5. Select KlCode tag from dropdown
  6. Enter ActiveCampaign tag ID (found in ActiveCampaign)
  7. Choose sync direction
  8. Save
  9. Test with single customer before bulk application

Finding ActiveCampaign Tag ID:

  1. Log into ActiveCampaign
  2. Go to Contacts > Tags
  3. Click tag name
  4. Tag ID appears in URL: .../tag/123 (123 is the ID)

Best Practices

  1. Consistent naming - Use same tag names in both systems for clarity
  2. Document purpose - Note what each tag represents and which automations use it
  3. Regular audits - Review tags quarterly, remove unused tags
  4. Test first - Verify sync working with test customer before wide rollout
  5. Monitor automations - Ensure tags triggering intended ActiveCampaign workflows

Troubleshooting

Tags Not Syncing

Check:

  • ActiveCampaign API connection active
  • Tag mapping configured correctly
  • Tag IDs match between systems
  • Sync direction set appropriately
  • Customer email matches in both systems (required for sync)

Solutions:

  1. Click "Sync Now" to force manual sync
  2. Verify API credentials current
  3. Check ActiveCampaign tag ID correct
  4. Review sync logs for errors

Wrong Tags Applied

Issue: Customer has tags in ActiveCampaign they shouldn't have.

Investigation:

  1. Review tag mapping configuration
  2. Check if bidirectional sync causing issues
  3. Verify automation rules in ActiveCampaign not auto-applying tags
  4. Review customer tag history in both systems

Quick Reference Card

Task Action
Create new mapping Click Add New Record
Sync specific tag Click "Sync Now" next to tag
View tag usage Check Customer Count column
Edit mapping Click Edit in Actions column
Test sync Apply tag to test customer, verify in ActiveCampaign
Delete mapping Click Delete (doesn't remove tags already applied)

FAQs

Do I need ActiveCampaign to use customer tags?

No, customer tags work independently in KlCode. This mapping only needed if using ActiveCampaign for email marketing.

What happens if I delete a tag mapping?

Mapping removed, but existing tags on customers remain in both systems. Future tag applications won't sync.

Can one KlCode tag map to multiple ActiveCampaign tags?

Typically no - one-to-one mapping. For complex scenarios, contact Kiva Logic.

How do I know if sync is working?

Apply tag to test customer in KlCode, check if appears in ActiveCampaign within a few minutes. Check sync logs for confirmation.

What if customer email addresses don't match?

Sync requires matching email. If different emails in each system, sync will fail for that customer.

Can I map all KlCode tags automatically?

No, must manually configure each mapping. Allows control over which tags sync and which remain KlCode-only.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.