Active Campaign CRM - Automations

We use AUTOMATION LABELS to sort our different buckets of automations:

• Executive X

• Keynote Automation

• Add tag to list

• Kaleb Designed

• Tags to contacts

• Reports

• Website

• Sales

• Contact made

• Proposal sent

• Post keynote

Or alternatively select contact, click on automation and see where contact is up to

• 3 parts to an Automations -> trigger, body of automation (steps), end of automation

• 3 ways to test

  1. test emails - check all personalisation tags working

  2. remove trigger, manually input contact without live trigger

     • go to test contact and manually add contacts to an automation

  3.  Add Trigger

     • immediately test as automation is live

Deals-> Manage messages

The Automation Overview report for each automation is located in the Reports section in your account. The Overview reports refresh every 24 hours.

To access this report for any automation:

1. Click "Reports" from the left side navigation.

2. A submenu will expand. Click "Automation Reports."

3. The Automation Reports menu will expand. Click "All Automations."