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Integration Guide

How to Use GrowSurf Referral Fields in ActiveCampaign Automations

Use GrowSurf referral fields in ActiveCampaign automations so new participants, active referrers, and reward earners get the right follow-up.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

GrowSurf's ActiveCampaign integration can add or update contacts in the list you choose and keep referral fields current as participants join, share, and earn referral credit.

Once those fields are available inside ActiveCampaign, you can branch automations for first-share nudges, milestone reminders, and reward follow-ups without maintaining a separate referral data workflow.

Integration Steps

Connect ActiveCampaign in GrowSurf before participants are imported

GrowSurf ActiveCampaign integration asking for API URL and API key
GrowSurf first asks for your ActiveCampaign API URL and API key before it can fetch lists and start the contact sync.

Open the ActiveCampaign integration in GrowSurf, paste the API URL and API key from your ActiveCampaign account, and submit the connection. GrowSurf's docs note that the sync only begins after the connection is enabled, so this step is best done before you import participants.

Choose the ActiveCampaign list GrowSurf should keep updated

GrowSurf ActiveCampaign integration with a synced list selected
After the connection succeeds, GrowSurf lets you pick the ActiveCampaign list that should receive synced participants and referral fields.

Save the same list your marketing team uses for referral emails or lifecycle campaigns. That keeps the synced GrowSurf fields on the exact contacts your automations already target.

Make the GrowSurf fields available to that list

ActiveCampaign field options showing a GrowSurf field assigned to a list
Each GrowSurf field needs to be made available to the synced list before it can be used reliably in ActiveCampaign campaigns and automations.

After the list is saved, open ActiveCampaign's custom field settings, edit each GrowSurf field you plan to use, and make it available to the same list GrowSurf syncs into. ActiveCampaign's current help center documents custom contact fields under Contacts > Fields.

Branch automations from GrowSurf referral state

Once the fields are available, use them in your automation logic:

  • Use %GROWSURF_TOTAL_REFERRAL_COUNT% to split first-time sharers from contacts who have already referred someone.
  • Use %GROWSURF_REFERRAL_STATUS_ID% when the sequence should differ for pending versus awarded referral credit.
  • Use %GROWSURF_NEXT_MILESTONE% for progress reminders or near-reward nudges in milestone-based programs.

ActiveCampaign's field documentation confirms that custom contact fields can be used in the segment builder, personalization, and automation field-change workflows, so the synced GrowSurf values can drive the branches directly.

Personalize the message itself with the referral link

Inside the email content, use %GROWSURF_SHARE_URL% so every contact receives their own referral link. If you want a faster draft for the message layout, start with one of the GrowSurf ActiveCampaign tutorial examples and swap in your brand copy, reward details, and CTA.

Test one new participant and one credited referrer

Before the automation goes live, preview it with at least one contact who has zero referrals and one contact whose referral credit is already awarded. That catches the most common branching and personalization mistakes quickly.

Tips

Connect before you import participants

GrowSurf only starts syncing to ActiveCampaign after the integration is connected. If you already imported contacts first, use GrowSurf's ESP resync guidance instead of rebuilding the setup from scratch.

Use the share URL inside the email, not just the automation condition

%GROWSURF_SHARE_URL% is the field that turns an automation email into a referral email. Keep it in the body or CTA so the contact can act on the message immediately.

Re-check field availability after changing lists

If you switch the synced list in GrowSurf, revisit the GrowSurf custom fields in ActiveCampaign and confirm they are available to the new list before you test the automation again.

FAQ

Do I need custom code or middleware for this setup?

No. For the normal setup, GrowSurf handles the contact sync and ActiveCampaign handles the automation logic. You only need custom code if you are building a workflow outside the native integration.

Why are my GrowSurf personalization tags missing in ActiveCampaign?

The GrowSurf fields have to be made available to the same ActiveCampaign list GrowSurf is syncing into. If that list assignment is missing, the fields may not show up where your team expects them.

Which GrowSurf fields are the best starting point for automation branches?

Start with %GROWSURF_TOTAL_REFERRAL_COUNT%, %GROWSURF_REFERRAL_STATUS_ID%, and %GROWSURF_NEXT_MILESTONE%. Use %GROWSURF_SHARE_URL% in the message content itself so the contact has a direct referral CTA.

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