Perform Automated Actions on Link Clicks

Now when a contact clicks a link in your email campaign, you’ll be able to automatically perform a variety of actions.

You can:

  • Add tags
  • Remove tags
  • Subscribe to list
  • Unsubscribe from list
  • Add to automation
  • End automation

You can add as many actions as you like so that a single click fires off a variety of automated processes:

If you send catalog-like emails showcasing many products, you can apply interest tags as contacts click product links and then automatically drop them into a follow-up sequence focused on promoting that product with related content and targeted offers.

You can have contacts click confirmation links that then begin automations that trigger webhooks and follow-up messages.


Link Actions make it easier than ever to automate your marketing and is one of a series of incremental improvements we’ve made lately.

Let me know what you think in the comments section.

Easily Manage Your Automation Messages

It’s now easier than ever to see and manage the emails that are sent within your automations.

Managing messages across automations

From the Automations Overview page you’ll see a new button in the upper left-hand corner of your screen:

Clicking it will bring up a list of your automations:

To the left of the automation’s name you’ll see the number of messages it contains. Clicking the down arrow to the right will display all the messages it contains:


From here you can delete any unnecessary emails and clicking edit will take you to the message.


Managing emails within automations

While you are in the automation builder, you may have noticed a new “View Emails” button:

Clicking it displays a list of the email messages in that automation as well as a search field (for those particularly large automations):

To the right of each email’s name, you’ll have the option to:

  • Edit the email
  • Preview the email
  • View the email’s reports

We hope these two changes make it easier than ever to work with automations.

If there is something we can do to make ActiveCampaign a better tool for you, please let us know in our feedback forum in the ActiveCampaign Community. This crowd-sourced feedback lets us know what features you want most so we can prioritize our development roadmap.

New Date Based Automation Trigger

You can now begin automations based on dates. An automation can start before, after, or on a specific date.

This trigger is particularly useful for events, and recurring transactions, such as a subscription, or contract renewals.


Let’s say you’re a wedding photographer. Two weeks before a couple’s wedding date, you could begin a sequence preparing the happy couple for the photo shoot on their big day:


Three weeks after the wedding, you can follow-up with an offer for additional prints. You could have a separate automation with a date-based trigger or you could just add a Wait action to the original automation.

A year later you can give them an offer for anniversary photos. If they don’t make a purchase within a couple of weeks, you can offer them a discount.

This feature is also useful if you book consultations. You could have your scheduling app populate a custom field when the appointment is scheduled and use this trigger to send messages preparing the client for their appointment, remind them the day before and an hour before, and then follow up afterward.

How it works

To create a date-based automation, select the “Date based” trigger.

A modal window with configuration options will display.

First, you’ll decide whether the automation should begin on a certain date, before a certain date, or after a certain date and pick the date. The date can be a date field or a text field. If it’s a text field, you’ll be prompted to choose the date’s format.

By default, you’ll see Subscription Date and Creation Date options. Subscription Date is the date a contact joined a specific list and Creation Date is when their contact record was created. Any date or text custom field you create will appear here so the real power of this feature is when it is used with custom fields you’ve created.

You also have the option to choose when the automation should check if the date is reached. This is useful for situations where you don’t want an automation to begin on a weekend (or only on the weekends) and if you want it to run at a certain time of day. You also are able to decide whether the time is relative to your account’s time zone or the contact’s time zone.

Finally, you can decide whether the automation should run Once or Yearly.

This short gif demonstrates where to find this feature and shows its configuration options:


This trigger was a highly requested feature in our feedback forum. We’re excited to see the automated processes our users create with it. If this is one you’ve been waiting on, please let us know how you plan to use it in the comments section.

Gmail Chrome Extension BETA Release

Today we are releasing the ActiveCampaign Gmail Chrome extension as a BETA release.

Now, without leaving Gmail, you’ll be able to:

Add contacts to your ActiveCampaign account

View contact information while composing messages

Create new deals & manage existing deals

Add contacts to automations

The extension eliminates the need to switch back-and-forth between your email and your ActiveCampaign account. You can perform a wide variety of ActiveCampaign actions — you can manage your email, contacts, and marketing & sales process — without having to leave the message you are typing:

  • You can create tasks for yourself as they come up in email exchanges.
  • You can begin specific follow-up sequences based on one-on-one conversations. For instance, if a prospect mentions interest in a particular product or feature, you can begin a series of targeted marketing messages.
  • As a deal progresses, you can change its stage in your pipeline

Please note that this is a BETA release. That means there is a possibility some features may not work as intended. If it is important to your business that the Gmail extension work reliably, we ask you not to participate in the BETA and, instead, wait until it is out of BETA and officially released.

Using the BETA…

You can download it and read installation instructions here. There you’ll see a video screen capture showing how to install it. If this seems beyond your ability, you may want to wait until it is officially released (at that point, you’ll be able to install it through the Chrome app store).

If you find a bug, have an issue, or have a suggestion about how to improve it, you can post that feedback here in the community.

If you have any questions about this announcement, please post them in the comment section.

See Your Automation Conversion Rates by Goal

We’ve added onto the Goals feature we announced last week, making it even more helpful. Now you’ll be able to see how many of the contacts going through your automations have completed goals.

You’ll be able to see the goal conversion rate next to any automations with goal actions in them:


Mousing over that will bring up information about the conversion rate for specific goals:


In the image above, 432 is the number of times contacts have entered the automation and 112 & 130 are the number of times contacts have met each respective goal.

This addition makes our new Goals feature a way to track how effective your automations are at accomplishing their purpose.

Let us know what you think about this update in the comments section!

New Feature: Goals

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.

For instance, you might have a series of emails motivating a contact to request a free consultation. You could create a goal that is “Appointment booked through Acuity Scheduling.”

When that goal is met, the contact can skip the rest of the marketing emails and jump deeper into the automation; beginning a new sequence of messages that helps the contact prepare for their consultation.

You might also create a goal for “Contact makes a purchase.” When that goal is achieved, your automation could immediately mark any open deals as won and begin a sequence of new customer onboarding emails:


Creating Goals…

You can find the Goal action under the “Conditions and Workflow” section of the automation actions menu.

When you add a goal action to an automation, you’ll be presented with a modal window that helps you set up the goal. You can give the goal a name and you’ll be prompted to specify the conditions that define the goal:


You could use any condition in our segment builder to create a goal including:

  • Specific values in custom fields,
  • Visits to your site or the viewing of specific web pages,
  • Events you’ve defined such as a log in or product purchase,
  • Tags (or the absence of tags),
  • Any other contact data you’ve collected such as location.

By using “And” conditions, you can create multi-dimensional goals such as “If a contact has visited my pricing page AND they’ve submitted a form requesting our whitepaper AND their contact score is greater than 75.”

Using “Or” conditions, you can create goals triggered when one of many criteria are met. For instance, “When their deal score is over 60 OR their deal moves to the ‘Contract signed’ stage of the pipeline.”

Next, you’ll define whether the contact should jump to the goal from anywhere in the automation or only if the goal is below the contact’s position in the automation. “Below contact’s position” is a way to make the goal conditional. If they’ve already passed the goal in the workflow, they won’t trigger the goal (even if they match the conditions you’ve defined).

With this new action you’ll be able to consolidate and simplify your automations. Automations that previously would have to be split into parts can now be combined into a single automation. Automations that were only possible with multiple “If/Else” checks are easier to create.

The “Goal” Trigger

We’ve added the 18th way to begin an automation: the Goal trigger.

Now automations can begin when a goal is “achieved” or “skipped.” This trigger is useful for situations where the achievement of a goal begins a complicated, multi-step process. For instance, the achievement of a goal “Makes first purchase” might begin a series of automations with specific purposes.


Using Goals in the Segment Builder

There are now additional options for creating segments.

Four new conditions have been added to the segment builder under the “Actions” category:

  • Goal achieved – The contact met the conditions of the goal while going through the automation.
  • Goal not achieved – The contact exited the automation before meeting the conditions of the goal or they are still in the automation and have not yet met the conditions of the goal.
  • Goal skipped – The contact reached the goal but either skipped it or ended the automation (which depends on how you set up the goal).
  • Waiting on Goal – The contact is at the goal action, waiting until its conditions are met.

Goal conditions make it easy to:

  • Send to people who did (or did not) complete a particular goal,
  • Create a fork in an automation on the basis of whether a contact has completed a goal (so you can treat them differently),
  • Do an advanced search for contacts that did or did not complete a goal,
  • Use achieving (or not achieving) goals to distribute points in a lead or contact score.

The possibilities opened up by the addition of goals are endless. It’s a change that naturally shifts our mindset to where it should be: working toward specific, measurable results at each stage of our marketing and sales processes.

Now we are able to define the purpose of our marketing and sales processes and use the completion of those goals to measure our effectiveness, automatically pivot, and create modular workflows that automatically progress to working toward the next goal as the previous one is achieved.

Are you as excited about Goals as we are? Let me know how you’ll be using Goals in the comments section.

New: Trigger Automations on Field Changes

We’ve added a new way to begin an automation bringing the total number of triggers to 17.

Now, when any default or custom field changes, you can begin automations to track & manage contacts, deliver automated follow-up, adjust contact & lead scores, and more.


New: Saved Changes in the Automation Builder

Have you ever changed an automation only to regret it? Do you ever hesitate to modify an automation because you are worried about messing it up?

Worry no more. From this point forward, your changes will automatically be tracked and saved as you work. Now you can build and edit automations with confidence knowing that rolling back to a previous version is simple and easy.


Introducing Automation Notes

As you are creating automations, you may wish there was a way to leave yourself reminders and explain the purpose of each step.

Or, you may have an automation you created a long time ago and now you no longer understand it.

For these reasons we’ve created Automation Notes. You can now add annotations to any action or trigger in an automation.


Two More Improvements to the Automation Builder

See Where Your Contacts Are in an Automation

Last week we made the automation builder drag-and-drop, this week we’ve made it easy to see exactly where your contacts are in your automation workflows and how many contacts are in each Wait action.

A Wait action with contacts in it will display a Queue button with the number of contacts in parenthesis: