用途
ActiveCampaign Skill 用于 CRM 自动化与销售管道管理,主要服务于销售流程中的线索、交易与邮件自动化。根据资料,它可用于同步演示参与者、线索与潜在客户,管理诊所销售管道等场景。
主要能力
- 联系人:同步演示参与者、线索与潜在客户。
- 交易:跟踪销售管道阶段。
- 标签:对线索进行细分,例如 demo-requested、nurture、close-ready。
- 自动化:基于用户操作触发邮件序列。
- 自定义字段:映射订单、配送、账单和订阅数据。
自定义字段配置系统覆盖以下类别与字段:
- Order:Order ID、Number、Date、Total、Tax、Status、Subtotal、Discount、Currency、Payment details
- Shipping:Name、Address 1/2、City、State、Postal Code、Country、Method、Cost
- Billing:Address 1/2、City、State、Postal Code、Country
- Subscription:ID、Status、Plan、Amount、Currency、Interval、Start、Trial End
- 其它:Company、Product info、Lead Campaign、Notes、Birthday 等
使用方式
凭据配置
# Create config directory
mkdir -p ~/.config/activecampaign
# Add credentials
echo "https://youraccount.api-us1.com" > ~/.config/activecampaign/url
echo "your-api-key" > ~/.config/activecampaign/api_key
# Or use environment variables
export ACTIVECAMPAIGN_URL="https://youraccount.api-us1.com"
export ACTIVECAMPAIGN_API_KEY="your-api-key"
API 凭据获取位置:Settings → Developer → API Access(URL 与 API Key)。
自定义字段配置(可选)
# Initialize config from sample
activecampaign config init
# Edit with your field IDs
nano ~/.config/activecampaign/fields.json
资料说明该配置文件不纳入 git 版本控制,不应提交。
命令示例
联系人:
activecampaign contacts list # List all contacts
activecampaign contacts create "email@test.com" "First" "Last"
activecampaign contacts sync "email@test.com" "First" "Last"
activecampaign contacts get <id>
activecampaign contacts search "clinic"
activecampaign contacts add-tag <id> <tag_id>
activecampaign contacts remove-tag <id> <tag_id>
交易:
activecampaign deals list
activecampaign deals create "Clinic Name" <stage_id> <value>
activecampaign deals update <id> stage=<stage_id> value=<value>
activecampaign deals get <id>
标签:
activecampaign tags list
activecampaign tags create "Demo Requested"
自动化:
activecampaign automations list
activecampaign automations add-contact <contact_id> <automation_id>
自定义字段:
activecampaign fields list # List configured fields
activecampaign fields get order_fields.order_id
activecampaign fields set-field <contact_id> <field_id> <value>
列表:
activecampaign lists list
activecampaign lists add-contact <list_id> <contact_id>
配置:
activecampaign config init # Create fields.json from sample
activecampaign config path # Show config file path
设置字段值示例:
# Get field ID from config
activecampaign fields get order_fields.order_id
# Output: 7
# Set field value on contact
activecampaign fields set-field <contact_id> 7 "ORD-12345"
限制
- 速率限制:最大每秒 5 次请求;封装器会自动处理速率限制。
- 关于收费、价格、平台支持范围、实际效果等资料未提供。
相关技能
- shapescale-crm:Attio CRM 集成(source of truth)
- shapescale-sales:销售工作流与资格评估
- campaign-orchestrator:多渠道跟进活动