How do I set up automation in ActiveCampaign?

How do I set up automation in ActiveCampaign?

Add a start trigger

1. Click the “Subscribes to a list” trigger, then click “Continue.”
2. Next, choose the list from the dropdown that will begin the automation.

What is a goal in ActiveCampaign?

ActiveCampaign. You can now define goals for your automations. As goals are achieved, contacts will jump to other locations in your automation. The goals you create can be used to begin other automations, send more targeted messages to your contacts, adjust contact and lead scores, and more.

How do I edit an ActiveCampaign email?

Hover your mouse over the email you wish to edit and click the “Edit Email” icon. 4. Your automation email will open and you can make any modifications you wish. When finished, click “Save & Exit.”

How do I set automation?

Automate accessories at a certain time

1. In the Home app, go to the Automation tab, and tap or click Add.
2. Choose A Time of Day Occurs, then choose a time and day.
3. Select scenes and accessories to automate, then tap or click Next.
4. To adjust an accessory on iPhone, iPad, or iPod touch, press and hold it.
5. Tap or click Done.

What is a trigger in automation?

An automation trigger is an initial input that kicks off the activation of an automated workflow. In a sense, an automation trigger is, quite literally, the first step in automation. Automation triggers can kick off an entire automated process in response to web-based, email-based, manual, or application-based input.

What is the goal of marketing automation?

The primary goal of marketing automation is to nurture prospects with highly personalized, useful content into quality leads, convert leads into customers, and keep existing customers engaged throughout the customer lifecycle.

What is automation in Activecampaign?

An “automation” is a chain of events that runs when triggered by starting conditions you define. An automation is created by combining triggers, actions, and logic. Using our automation builder, you can mix and match these elements in unique ways to create automation workflows that accomplish a wide variety of tasks.

How do I rename an email template?

Browse the template list or use the search bar to find the template you want to work with. Click the drop-down menu and choose Replicate to open the copied template in the template editor. Click Rename. In the Save Template pop-up modal, enter a name for your new template and click Rename.

How do I edit contacts in active campaign?

1. From the Contact’s Overview page, locate the contact you wish to edit.
2. Click the contact’s avatar, name, or email address to open their profile page.
3. Click the “Add an Account” option that appears under the contact’s name.
4. To add or update the value for any custom field, click the field you wish to update.

How do I merge contacts in Activecampaign?

Merge contacts

1. From the Contacts Overview page, click the contact record of your Source contact.
2. Click the Gear Icon next to the contact’s name.
3. Click the “Merge” option that appears.
4. A modal window will appear and suggest other contacts for you to merge the Source contact into.
5. Resolve field conflict(s).

What happens when you turn on an automation?

When you activate an automation, you in essence power up the stations and turn on the conveyor belt that moves contacts from action to action (station to station) until they reach the end of the sequence. An active automation runs continuously until you make it inactive or delete it.

What are the start triggers in ActiveCampaign automation?

When you start an automation from scratch in ActiveCampaign, you will see a list of all the ways a contact can enter your automation. These are called start triggers. ActiveCampaign uniquely offers more than 20 start triggers that you can use to determine how contacts will enter your automation.

How do I set automation to run multiple times?

You’ll also see a drop-down menu next to “Runs” in the “Action Options” window, where you can select “Once” or “Multiple Times.” This option determines how many times a contact can enter the automation. If you only want contacts to enter the automation once, select “Once.”

How to trigger an automation in an email?

This trigger begins an automation when a contact clicks a link within one of your campaigns or automation emails. With this trigger, you can specify: The exact email, exact list the email was sent to, and exact link included in the email Any email, any list, any link