介绍
# ActiveCampaign Skill 📧
用于 CRM 自动化和销售管道管理的 ActiveCampaign 集成。
## 目的
管理销售线索、交易和邮件自动化： - **联系人**：同步演示参会者、线索和潜在客户 - **交易**：跟踪销售管道阶段 - **标签**：细分线索（demo-requested、nurture、close-ready） - **自动化**：根据操作触发邮件序列 - **自定义字段**：映射订单、发货、账单和订阅数据
## 设置
### 1. 凭证
```bash # 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" ```
从 ActiveCampaign 获取 API 凭证： - **URL**：Settings → Developer → API Access - **API Key**：Settings → Developer → API Access
### 2. 自定义字段配置（可选）
该技能支持订单、发货、账单和订阅数据的自定义字段映射。
```bash # Initialize config from sample activecampaign config init
# Edit with your field IDs nano ~/.config/activecampaign/fields.json ```
配置文件已被 **gitignored**，不应提交。
## 使用
```bash # Contacts activecampaign contacts list # List all contacts activecampaign contacts create "[email protected]" "First" "Last" activecampaign contacts sync "[email protected]" "First" "Last" activecampaign contacts get <id> activecampaign contacts search "clinic" activecampaign contacts add-tag <id> <tag_id> activecampaign contacts remove-tag <id> <tag_id>
# Deals activecampaign deals list activecampaign deals create "Clinic Name" <stage_id> <value> activecampaign deals update <id> stage=<stage_id> value=<value> activecampaign deals get <id>
# Tags activecampaign tags list activecampaign tags create "Demo Requested"
# Automations activecampaign automations list activecampaign automations add-contact <contact_id> <automation_id>
# Custom Fields activecampaign fields list # List configured fields activecampaign fields get order_fields.order_id activecampaign fields set-field <contact_id> <field_id> <value>
# Lists activecampaign lists list activecampaign lists add-contact <list_id> <contact_id>
# Configuration activecampaign config init # Create fields.json from sample activecampaign config path # Show config file path ```
## 自定义字段配置
该技能包含全面的字段配置系统，涵盖：
| 类别 | 字段 | |----------|--------| | **订单** | Order ID, Number, Date, Total, Tax, Status, Subtotal, Discount, Currency, Payment details | | **发货** | Name, Address 1/2, City, State, Postal Code, Country, Method, Cost | | **账单** | Address 1/2, City, State, Postal Code, Country | | **订阅** | ID, Status, Plan, Amount, Currency, Interval, Start, Trial End | | **其他** | Company, Product info, Lead Campaign, Notes, Birthday, etc. |
### 设置字段值
```bash # 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" ```
## 速率限制
- 每秒最多 **5 个请求** - 封装器会自动处理速率限制
## 相关技能
- `shapescale-crm` - Attio CRM 集成（单一事实来源） - `shapescale-sales` - 销售工作流和资格认证 - `campaign-orchestrator` - 多渠道跟进营销活动