Install and use the ActiveCampaign WordPress plugin

The ActiveCampaign WordPress plugin connects your ActiveCampaign account to your WordPress site. With this plugin, you'll be able to:

Install the ActiveCampaign WordPress plugin

In this section, you'll learn how to install the ActiveCampaign WordPress plugin.

1. Log into your WordPress site.

2. Click “Plugins” in the sidebar.

3. Click the "Add New" option.

4. A list of plugins will load. Use the search field to locate the "ActiveCampaign - Forms, Site Tracking, Live Chat" option.

5. Click the "Install Now" button.

Install Now button

6. Click the "Activate" button.

Activate Button

The plugin is now activated and located on the list of active plugins in WordPress.

Configure the ActiveCampaign WordPress plugin settings

Now that you've downloaded the plugin, you'll need to connect your ActiveCampaign account to your WordPress account. This is done on the ActiveCampaign plugin settings page in WordPress.

1. In WordPress, hover your mouse over "Settings" in the sidebar then click the "ActiveCampaign" option.

WordPress Settings > ActiveCampaign

2. In a separate window or tab, log into your ActiveCampaign account and locate your API URL and Key.

3. Copy the API URL from your ActiveCampaign account and paste it into the API URL bar in WordPress. Do the same for the API key.

4. Click the "Connect" button in WordPress.

Your ActiveCampaign account and WordPress account are now connected.

Use the ActiveCampaign WordPress Plugin

Once you have installed and configured the ActiveCampaign WordPress plugin, you can use it to publish forms, install site tracking code, and interact with customers using the Conversations live chat widget.

Publish ActiveCampaign forms to your WordPress site

You can publish ActiveCampaign forms using the Classic Editor or the Gutenberg Block Editor. Instructions for both editors are below.

Publishing your ActiveCampaign form on WordPress will help you grow your email marketing lists, leverage site tracking (when enabled), and collect additional pieces of information from your contacts.  

The types of forms you can publish on WordPress include:

  • Inline forms (all plan levels)
    A form that is embedded into the content of the webpage.
  • Floating box forms (Plus, Professional, and Enterprise plans)
    A small box that slides up from the bottom of the page.
  • Modal pop up forms (Plus, Professional, and Enterprise plans)
    A box that appears on top of the webpage content and dims the background.
  • Floating bar forms (Plus, Professional, and Enterprise plans)
    A strip that appears at the top or bottom of the page.

Click the links below to expand instructions.

How to publish forms using the Classic Editor

If you're using the Classic Editor in WordPress, you'll first need to select each form you wish to publish. This will cache the form(s) locally in WordPress. Once that's complete, you can then use the plugin to insert your cached form(s) into any page or post.

Step 1: Select your forms

1. In WordPress, navigate to Settings > ActiveCampaign. Then locate the "Subscription Forms" section. 

2. Click the checkbox for each form you wish to be able to use on your WordPress site.  You can choose one, some, or all forms.

Forms checkbox

The "Use ActiveCampaign's form CSS" option will be selected by default. If left checked, the form will use CSS styling provided by ActiveCampaign. If you don't wish to use this option, uncheck this box. 

3. When finished, click the "Update Settings" button.

Step 2: Insert your forms into pages or posts

1. Locate the WordPress page or post that you would like to publish an ActiveCampaign form to.

2. When the page opens, you'll see the ActiveCampaign button in the toolbar:  

AC button in toolbar

3. Place your cursor where you want the form to appear and click the ActiveCampaign logo.

4. A modal window will appear and list the forms you've created. Click the name of the form you'd like to insert. A shortcode will appear.

When the post is previewed or published, the shortcode will be replaced with your ActiveCampaign form.

Embed your form(s) with a shortcode

As an alternative to the ActiveCampaign button in the toolbar, you can embed forms into your pages and posts using a shortcode. Each form listed on the ActiveCampaign WordPress plugin settings page has its own shortcode. Just copy this code and paste the form's shortcode link into your WordPress page.

Editing your form

If you need to make edits to your form:

1. Log back into your ActiveCampaign account and navigate to the Forms section of your account. To get there, click "Site" then "Forms."

2. Click the form you wish to make edits to.

3. Make the desired edits to your form then click the "Integrate" button.

4. Click the "Save & Close" button.

5. Go back to WordPress and navigate to "Settings" > "ActiveCampaign."

6. Click the "Update Settings" button.

How to publish forms using the Gutenberg Block Editor

With the Gutenberg Block editor, any form you create in ActiveCampaign is automatically available for you to publish on your WordPress site.

This means that you do not need to cache your forms locally on WordPress to publish them.

To publish a form to your WordPress site:

1. Log into your WordPress account and navigate to the post or page where you want to publish an ActiveCampaign form.

2. Click the name of the post or page to open the editor.

3. Click the "Add Block" button.

Edit Page ‹ Unexpected Armadillo — WordPress

4. Locate the "AC Forms" embed block. You may need to scroll down the blocks menu to see this option.

Edit Page ‹ Unexpected Armadillo — WordPress

5. Click the "AC Forms" block to add it to your page layout.

6. Use the dropdowns provided to select the form you wish to publish and if you want to use ActiveCampaign CSS.

Edit Post ‹ Unexpected Armadillo — WordPress

Once the form is selected, you'll see it on your page layout:

Edit Post ‹ Unexpected Armadillo — WordPress

If you are publishing a modal, floating bar, or floating box form, you may not see the form in the page layout. To view the form, save your changes first then preview the page.

Editing your form

If you need to make edits to your form:

1. Log back into your ActiveCampaign account and navigate to the "Forms" section. To get there, click "Site" then "Forms."

2. Click the form you wish to make edits to.

3. Make the desired edits to your form then click the "Integrate" button.

4. Click the "Save & Close" button.

5. Go back to WordPress and navigate to "Settings" > "ActiveCampaign."

6. Click the "Update Settings" button.


Install ActiveCampaign Site Tracking code

Once you install ActiveCampaign Site Tracking code into WordPress, you can use it to:

  • Track visits made to your WordPress site by contacts
    When enabled, this plugin will insert site tracking code into every page of your WordPress site. This allows you to track page visits of identified contacts. You can use this information to trigger automated workflows, send targeted emails based on which page a contact visits, and more. Note that you still need to turn on the Site Tracking feature in your ActiveCampaign account and whitelist your domain. Learn more about Site Tracking.  
  • Have two-way conversations with page visitors
    If you're using the Conversations feature, you can make the Conversations live chat widget available on your WordPress site. Learn more about the Conversations feature.

Take note

  • If you already have site tracking enabled on your WordPress site and wish to use the Conversations chat widget, you must upgrade the ActiveCampaign WordPress plugin to the most recent version
  • You can control which pages have site tracking and/or the Conversations chat widget by going to the Settings>Tracking page in your ActiveCampaign account

Click the link below to expand instructions.

How to install ActiveCampaign Site Tracking code

To get started:

1. Log into your WordPress account.

2. Click "Settings" then click "ActiveCampaign."

3. Click the "Install ActiveCampaign code" toggle to set it to the "On" position. When on, the toggle will appear blue:

ActiveCampaign Settings ‹ Unexpected Armadillo — WordPress

4. Two site tracking options will expand. Click the option that works best for you. You can choose from:

  • Track by default
    This setting is selected by default. It will track page visits and IP addresses for all known contacts without their explicit consent. Page visits and IP addresses are considered personal data.
  • Don't track by default
    This option will not track known contacts by default. Your contacts will only be tracked after they confirm tracking consent. You will need to create a tracking consent notice and connect it to this plugin.

5. Click the "Update Settings" button.

If you'd like to disable site tracking, click the "Enable site tracking" toggle to set it to its "Off" position.


Add the Conversations live chat widget to WordPress

If you're using the Conversations feature, you can install the live chat widget onto your WordPress site.

Click the link below to expand instructions.

How to add the Conversations chat widget to your WordPress site

1. Log into your ActiveCampaign account.

2. Click "Settings" then click "Tracking.

3. Click the "Enable" toggle to set it to the "On" position.

4.  Next, whitelist your domain:

  • All pages in your domain
    • Add your domain to the "Add Website URL" field
    • Leave the "Include all website pages" box checked
    • Click the "Add" button
  • Specific pages
    • Add the specific URL for where you want the Conversations chat widget to appear
    • Uncheck the "Include all website pages" box
    • Click the "Add" button

5. Your domain will be added to the whitelist. Both "Site Tracking" and "Conversations" will be selected by default.

6. Log into WordPress and navigate to "Settings" > "ActiveCampaign."

7. Click the "Install ActiveCampaign code" toggle to set it to the "On" position. When on, the toggle will appear blue:

ActiveCampaign Settings ‹ Unexpected Armadillo — WordPress

8. Two site tracking options will expand. Click the "Track by default" option.

9. Click the "Update Settings" button.

Now the Conversations chat widget will appear on your WordPress site.

Read the "How to set up Conversations" help article for more information on setting up Conversations.

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