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Study Notes - April 27, 2018
Study Notes - April 27, 2018
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
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