Beta Program: Add Trackable Dates


Isn't it great when everything runs like clockwork?

Tracking the dates of your beta program in ActiveCampaign provides a number of benefits. You're easily able to run searches based on the timing and can run powerful automations using those dates, such as check-ins based on start date, onboarding workflows, and post beta program flows.

This automation updates two custom date fields, one with a specified date on when the program starts and then one with a specified date on when the program ends. The automation is triggered by a tag being added denoting the contact has been approved for the beta, but feel free to adjust this to what makes sense for your business.

Here's how this automation works:
1. The contact enters the automation when they are tagged as Beta Approved.
2. The contact reaches an update a contact step to update a custom date field for the program start date.
3. The contact moves to another update a contact step and a custom date field for the program end date is updated.

Note: You will need to build out the custom date fields to house this data before importing this automation.

Note: Make sure to choose the option "Specific Time" and choose the date your team has decided on for the start date and end date of your program.

Share recipe

Get started today

Try it free. No credit card required. Instant setup.