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Celonis Product Documentation

ActiveTrail

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 Execution Management System, 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 Execution Management System Action Flow, not in this documentation article) are mandatory!

Connecting ActiveTrail to Execution Management System

To connect your ActiveTrail account to Execution Management System you need to obtain the API Key.

  1. Log into your ActiveTrail account.

  2. Click More > Integrations > API > Apps.

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  3. Click New and enter the details for the app. Click Save and copy the Access Token.

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  4. Go to Execution Management System and open the ActiveTrail module's Create a connection dialog.

  5. In the API Key field, enter the Access Token copied in the step 3.

  6. Click Continue.

The connection has been established.

Triggers

Triggers an operation when a new campaign is added to the account.

Connection

Establish a connection to your ActiveTrail account.

Limit

The maximum number of transactions Execution Management System 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

Establish a connection to your ActiveTrail account.

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

Establish a connection to your ActiveTrail account.

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

Establish a connection to your ActiveTrail account.

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

Establish a connection to your ActiveTrail account.

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:

  • Yes

  • No

  • Not defined

Creates a new contact or updates an existing contact.

Connection

Establish a connection to your ActiveTrail account.

Email

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:

  • Yes

  • No

  • Not defined

Is deleted

Select Yes if the customer has been deleted:

  • Yes

  • No

  • Not defined

Removes a contact.

Connection

Establish a connection to your ActiveTrail account.

ID

Enter the Contact ID you want to delete.

Gets a contact.

Connection

Establish a connection to your ActiveTrail account.

ID

Enter the Contact ID whose details you want to retrieve.

Removes a member from a group.

Connection

Establish a connection to your ActiveTrail account.

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

Establish a connection to your ActiveTrail account.

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

Establish a connection to your ActiveTrail account.

Limit

The maximum number of contacts Execution Management System 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

Establish a connection to your ActiveTrail account.

Limit

The maximum number of groups Execution Management System should return during one Action Flow execution cycle.

Search Text

Enter any information about the group which you want to list.