# Sociocs app for ActiveCampaign automation

# Introduction

This app adds ability for you to send text/SMS (using your Twilio account) or WhatsApp messages (using your Twilio or Gupshup account) from your ActiveCampaign automation.

When the recipient replies to the message, it shows up in your Sociocs Inbox, from where you can reply, and continue the conversation.

App page on ActiveCampaign

# Supported channels

  • SMS (with Twilio)
  • WhatsApp (with Twilio)
  • WhatsApp (with Gupshup)

# Setup on Sociocs

  1. Sign up or log in on app.sociocs.com.

  2. Connect "SMS (with Twilio)", "WhatsApp (with Gupshup)", or "WhatsApp (with Twilio)" channel on the "Connect a new channel" page. If you're an existing user, after logging in, click on "Channels" menu on the top, click on "+" button to go to the "Connect a new channel" page.

  3. Go to "Profile & settings -> API". settings

    api

  4. Find "API key". You'll need it later. (If you're using Sociocs API for the first time, you need to enable it by clicking on "Enable API" button.)

# Setup on ActiveCampaign

# Add the ActiveCampaign "Action"

# Option 1

  1. In your ActiveCampaign automation, Click on the "+" button to add a new action.

  2. In the resulting popup, click on "CX Apps" on the left sidebar.

  3. Look for "Sociocs - Send Message" in the result, and click on it.

# Option 2

  1. In your ActiveCampaign automation, search for Sociocs - Send Message in the right sidebar.

  2. Drag and drop the "Sociocs - Send Message" action at an appropriate step in your automation.

# Connect your Sociocs Account

  1. Once you add the action, a popup opens up.

  2. Paste the Sociocs "API key".

  3. Click "Connect".

Connect
Connect

# Complete the Message Sending setup

  1. Once you connect your Sociocs account, you should see a second step named "Setup"

  2. Select "Provider" depending upon the type of the channel you added on Sociocs. For example, if you added the "SMS (with Twilio)" channel on Sociocs, you should select "Twilio SMS" in the dropdown list.

  3. Select "Channel" depending upon the phone number you would like to use for sending messages. If you have only one channel on Sociocs, you should see only one option in the dropdown list.

  4. Enter "Message text" (with personalization if you like), and click "Finish".

image
image

That's it, you are all set to send messages to your target recipients!