Testing Your Automation – Active Campaign Training Video

• Enter yourself as contact into the automation
• Make sure that you perform the trigger action for the automation
• Check the contact record to see if the automation has performed the desired actions
• Click the automations button in the lower right corner to see a visual path that your contact profile has taken through that particular automation

How To Share An Automation – Active Campaign Training Video

• Create an automation share link
  • Navigate to automations overview page
  • Click the down carrot for the automation that you wish to share
  • Click share and a share link will automatically be generated
  • Copy and share

When To Use Goal and Go To Action In An Automation – Active Campaign Guide

• Both actions will “jump” contacts to another step in your automation based on certain criteria.
• A Goal action will jump a contact to another action in your automation once that contact meets certain conditions.
  • As soon as a contact meets the criteria, no matter how many steps have come before
  • Contact is pulled from wherever it is in the automation to the goal once criteria is met
• A Go To action will jump a contact from one specific point in an automation to another
  • A Go To action is more sequential
  • requires a contact to complete the preceding step before it moves a contact
  • Can be used to move contacts through multiple automation paths and prioritize different paths in an automation