Automation triggers explained: How to trigger automations in ActiveCampaign

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"Triggers" are conditions that start automations. With them, you determine how contacts are added to automations so they can proceed through your workflow. You can add multiple triggering conditions so that the same automation starts in multiple ways.

This article explains each automation trigger including how they work, when you might want to use them, and notes what plan the trigger is available on. Understanding each trigger will give you an idea of the kinds of things that are possible to automate.

Take Note

“Subscribes to a list”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact is added to a list. You can specify a particular list or any list. If you want the automation to run when contacts are added to two or more specific lists, you can add multiple “Subscribes” triggers (one for each list) to your automations.

  This trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

You can use this trigger to:

  • Send Welcome emails
  • Create an onboarding sequence

  If using an ActiveCampaign form with double opt-in confirmation, contacts won't be added to your automation until they confirm their list subscription.

“Unsubscribes from a list”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger starts your automation when someone unsubscribes from a list. Unsubscribes can be initiated by the contact (for instance, by clicking the unsubscribe link in an automated email) or by you (there is an “Unsubscribe” automation action and you can manually remove them from lists).

  This trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

You can use this trigger to:

  • Reduce a contact or deal score
  • Notify someone on your team that an unsubscribe occurred
  • End other automation workflows

“Submits a form”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact submits an ActiveCampaign form. You can define whether the automation begins when any form is submitted or when specific forms are submitted. If you want an automation to run when two or more specific forms are submitted, you would add multiple triggers (one for each form).

  This trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

You can use this trigger to:

  • Deliver opt-in incentives
  • Apply interest tags to send targeted follow-up communications
  • Increase a contact score

  If using double opt-in confirmation with your ActiveCampaign form, contacts won't be added to your automation until they confirm their list subscription.

“Opens/reads an email”

With this trigger, you can begin an automation when a contact opens a campaign or 1:1 email. You need not connect your email account to Deals to use this trigger.

Campaign option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

The campaign option includes both direct and automated campaigns. With this trigger, you can specify:

  • Any email, which includes all sent one-time campaigns automated campaigns
  • A specific campaign or automated campaign
  • Any list that received a campaign
  • A specific list that received a campaign

  The campaign option in this trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

Transactional Email option

Plans available:

  • ActiveCampaign for Marketing - Add-on for Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Add-on for Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Transactional Email add-on

     

This option includes transactional emails with our Postmark integration. A Postmark account is required to use this option. If you have not opened a Postmark account yet, click the "Create an Account" button to create one.

With this trigger, you can specify:

  • Postmark server
  • Postmark Message Stream
  • All emails opened from the Postmark server and stream combination selected
  • Segmented emails based on a Postmark Tag or Subject line of the transactional email being opened

You may want to use the Transactional Email option in the “Opens/Reads an email” trigger to:

  • Adjust contact or lead scores after a transactional email is opened
  • Tag engaged contacts after a transactional email is opened

Learn more about Postmark and setting up this trigger.

1:1 email option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines & Sales Engagement add-on

     

This option includes automated 1:1 sales emails and direct 1:1 emails sent from a deal record, contact record, or Contacts Overview page.

With this trigger, you can specify:

  • Any 1:1 email (includes all 1:1 email options listed above)
  • A specific automated 1:1 email. Automated 1:1 emails are listed by email name

You can use the “Opens/Reads an email” trigger to:

  • Adjust contact or deal scores
  • Apply a tag to engaged contacts
  • Send a follow-up email
  • Create a nurture series

Contacts who use the Apple Mail app with iOS 15 with Mail Privacy Protection enabled will be excluded from this trigger option unless they click a link in the email, where an open will be registered. To learn more, visit ActiveCampaign and Apple iOS 15 Mail Privacy Protection.

“Clicks a link in email”

With this trigger, you can begin an automation when a contact clicks a link in a campaign or 1:1 sales email.

Campaign option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

The campaign option includes direct campaigns and automated campaigns. With this trigger, you can specify:

  • Any email, which includes all sent one-time campaigns and automated campaigns
  • A specific campaign or automated campaign
  • Any list that received a campaign
  • A specific list that received a campaign
  • The exact link included in the email
  • Any link

  The campaign option in this trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

1:1 email option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines & Sales Engagement add-on

     

In order to use the "Clicks a link in an email" trigger with the 1:1 email option, you must first connect your email account to Deals. Once you do, you can trigger the automation if a contact clicks a link in a 1:1 sales email sent from an automation or deal record.

It is not possible to use this trigger with the following 1:1 emails:

  • Sent from the Contacts Overview page (with or without a connected email account)
  • Sent from a contact record (with or without a connected email account)
  • Sent from a deal record (without a connected email account)

With this trigger, you can specify:

  • Any 1:1 (includes 1:1 emails sent via connected email account)
  • A specific automated 1:1 sales email. Automated 1:1 emails are listed by email name
  • Any link contained in a 1:1 email
  • A specific link is contained in an automated 1:1 email. These links are listed by the URL

You can use the “Clicks a link in email” trigger to:

  • Apply interest tags
  • Trigger follow-up messages (“You didn’t sign up for the webinar…”)
  • Adjust contact or deal score

“Web page is visited”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a web page is visited. You can select a specific web page, "any" web page, or a group of web pages.

This trigger requires that you have set up site tracking on your website.

You can use this trigger to:

  • Send follow-up emails
  • Adjust contact or deal score
  • Apply interest tags

Note: To trigger an automation to run when a contact visits a group of pages, you can use a wildcard URL. A wildcard URL uses the * symbol to indicate “any page in this path” should begin the automation. For instance, yourdomain.com/* would begin an automation when any page of your site is visited.

Wildcards can be used at the end of your URL (yourdomain.com/*) or in the middle of your URL (yourdomain.com/*/test.php).

“Event is recorded”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger begins an automation when a contact performs a custom event you define. You can use Event Tracking to monitor and respond to behavior on your website on in your app.

You can use this trigger to:

  • Send a message in response to a behavior
  • Adjust contact or deal score

“Shares an email”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact clicks on a social share link in a campaign or automation email that has link tracking enabled. You can specify which campaign, list, and social network should begin the automation.

  This trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

You can use this trigger to:

  • Send a notification to someone on your team that the email was shared
  • Adjust a contact or deal score
  • Thank a contact for sharing your campaign

“Forwards an email”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact submits the forward-to-a-friend form from a campaign or automation email.

  This trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

You can use this trigger to:

  • Thank a contact for forwarding the campaign
  • Adjust a contact or deal score

“Replies to an email”

With this trigger, you can begin an automation when a contact replies to a campaign or a 1:1 sales email.

Campaign option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

The campaign option includes one-time campaigns and automated campaigns.

With this trigger, you can specify:

  • Any email, which includes all sent direct campaigns and automated campaigns
  • A specific campaign or automated campaign
  • Any list that received a campaign
  • A specific list that received a campaign

  The campaign option in this trigger will affect automation list associations and unsubscribes. Learn more about how to manage unsubscribes and list associations in automations.

1:1 email option

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise4
  • 2024 ActiveCampaign plans - Pipelines & Sales Engagement add-on

     

To use the "Replies to an email" trigger with the 1:1 email option, you must first connect your email account to Deals. Once you do, you can trigger the automation to run if a contact replies to a 1:1 sales email sent from an automation or deal record.

It is not possible to use this trigger with the following 1:1 emails:

  • Sent from the Contacts Overview page (with or without a connected email account)
  • Sent from a contact record (with or without a connected email account)
  • Sent from a deal record (without a connected email account)

With this trigger, you can specify:

  • Any 1:1 email (includes direct and automated 1:1 sales emails)
  • A specific automated 1:1. Automated 1:1 emails are listed by email name

You can use the “Replies to an email” trigger to:

  • Create a task to respond to a contact
  • Move a deal to a different stage of your pipeline
  • Adjust a contact or deal score

“Tag is added”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a tag you specify is applied to a contact. Tags can be applied to a contact(s) from their profile page, upon import, an automation action, a bulk edit, form action, or third-party integration.

Note if electing to have trigger run "Multiple Times": If you wish for contacts to re-enter an automation each time the same tag is applied to them, then the tag must be removed, then re-applied to them. Otherwise, the automation will only trigger the first time the tag is added to your contact(s).

You can use this trigger to:

  • Begin a sequence of messages
  • End a different automation

  If double opt-in confirmation is turned on for your form, the automation won't begin until the contact confirms their subscription.

“Tag is removed”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a tag you specify is removed from a contact.

You can use this trigger to:

  • End another automation
  • Begin a series of follow-up messages
  • Adjust a contact or deal score

“Contact field changes”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger begins an automation when a contact field you specify is updated. This applies to any standard or custom contact field.

For example, you can start your automation if a contact field changes to any value or a specific value. You can also start your automation if a contact field changes from any value to any value or from a specific value to a specific value.

You could use this trigger to:

  • Send follow up sequences
  • Notify people in your organization that the contact field has been updated
  • Update contact scoring based on that contact field change (Available on Marketing Plus, Professional, and Marketing)

“Deal field changes”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on
  • Win Probability available on:
    • 2024 ActiveCampaign plans - Enterprise, Pipelines add-on, and Pipelines & Sales Engagement add-on

       

This trigger begins an automation when a deal field you specify is updated. This applies to any custom deal field and forecasted close date standard field.

For example, you can start your automation if a deal field changes to any value or a specific value. You can also start your automation if a deal field changes from any value to any value or from a specific value to a specific value.

(Optional): You can further segment this trigger by:

  1. The “Triggering deal”
  2. Which contacts you want to enter the automation.

Note that if there are no contacts on the deal, the automation will not run.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Send an automated 1:1 email when a deal proceeds
  • Create a task based on that deal field change
  • Notify people in your organization that the deal field has been updated

“Account field changes”

Plans available:

  • ActiveCampaign for Marketing - Professional and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Enterprise, Pipelines add-on, and Pipelines & Sales Engagement add-on

     

This trigger begins an automation when an account field you specify is updated. This applies to any standard or custom account field.

For example, you can start your automation if an account field changes to any value or a specific value. You can also start your automation if an account field changes from any value to any value or from a specific value to a specific value.

(Optional): You can further segment this trigger by:

  1. The “Triggering account”
  2. Which contacts you want to enter the automation.

Note that if there are no contacts on the account, the automation will not run.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering account into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Send a prospecting email when an account becomes a target account
  • After a deal is won and an account is marked as “current customer,” you can mark all contacts on the account as a “current customer”
  • Notify people in your organization that the account field has been updated

“Goal is achieved”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger begins an automation when a specified goal is either achieved or skipped.

You can use this trigger to:

  • Notify people in your organization if a contact skips a goal
  • Adjust a contact score if the goal is achieved or skipped
  • Begin follow-up sequences after someone becomes a customer

“Date Based”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger will begin an automation relative to a date-based field you specify. You can trigger your automation to start before, on, or after that date. Because this trigger is dependent on the date, any contacts who meet that date requirement will automatically get added to this automation.

Note that you can use date-based contact or deal fields with this trigger.

  If you use deal fields, this trigger works as a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Send reminder and follow-up emails regarding an event
  • Remind contacts of recurring transactions
  • Deliver appointment reminders

“RSS based”

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger begins an automation when an RSS feed is updated. You can set up the frequency for when this trigger will check for updates and how many new items must be in your feed before this automation will run. You can also choose to have all contacts enter this automation or create a segment of your choice.

You can use this trigger to:

  • Send blog/news updates to your subscribers
  • Notify people in your organization a new post was published

“Dismisses a Site Message”

Plans available:

  • ActiveCampaign for Marketing - Professional and Enterprise
  • 2024 ActiveCampaign plans - Plus, Professional, Enterprise

     

This trigger begins an automation when a contact closes the initial view of a Site Message you specify.

Note: This trigger requires the Site Messages feature and is only available on Professional and Enterprise plans.

You can use this trigger to:

Apply a tag to contacts when they dismiss your Site Message
Start an automation that displays a short progression of Site Messages on your site, with each new message being triggered by a contact’s dismissal of the previous message

“Conversion occurs”

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Professional and Enterprise

     

This trigger begins an automation when a contact triggers a conversion you specify.

Note: This trigger requires the Attribution feature and is only available on Professional and Enterprise plans. In addition, you will need to have previously defined a conversion event.

You can use this trigger to:

  • Send highly targeted follow-up emails to your contacts
  • Send a notification to a member of your team

"Makes a purchase"

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact places an order in your ecommerce store. You can choose whether the automation begins on any purchase or when a specific product is purchased.

In addition, orders can have any status and include those that you have successfully received payment for, as well as orders that have a status of pending or failed.

Note: This trigger requires that you set up a Deep Data integration and is only available on Plus, Professional, and Enterprise plans.

You can use this trigger to:

  • Send a "Thank you for your purchase" message
  • Collect feedback after a customer makes a purchase
  • Begin a new customer onboarding sequence

"Abandons Cart"

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger begins an automation when a contact abandons their cart in your connected ecommerce store. You can specify any connected ecommerce store, or a specific ecommerce store, any product or a specific product, items from any product category or a specific product category, any cart value or a specific cart value.

Note: This trigger requires that you set up a Deep Data integration and is only available on Plus, Professional, and Enterprise plans.

You can use this trigger to:

  • Send a message to contacts who abandon their cart
  • Add a tag to contacts

“Score changes”

Plans available:

  • Contact Scoring is available on
    • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
    • ActiveCampaign for Sales - Plus, Professional, and Enterprise
    • 2024 ActiveCampaign plans - Plus, Professional, Enterprise
  • Deal Scoring is available on:
    • ActiveCampaign for Sales - Plus, Professional, and Enterprise
    • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

       

This trigger begins an automation when a Contact or Deal score is above or below a level you specify.

  If you use a deal score, this trigger works as a Multi-contact trigger.  By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Automatically create deals as contacts become sales-ready
  • Add tags to contacts

“Enters a pipeline”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger begins an automation when a deal enters a pipeline you specify.

Note: This trigger uses the Deals CRM feature and is available on the Plus, Professional, and Enterprise plans.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Send out an email inviting the contact to a phone consultation
  • End automated marketing sequences to transition the lead into sales follow-up
  • Create a series of tasks and notifications to distribute a new lead to the salesperson

“Deal stage changes”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger begins the automation when the stage of a deal changes. You can specify which pipeline it applies to and the exact movement between stages you want to target. For instance, you could say, “If the deal moves from Stage X to Stage Z,” run the automation.” Or you could simply say, “If it moves from Stage X to any other stage in the pipeline, run this automation.”

Note: This trigger uses the Deals CRM feature and is available on the Plus, Professional, and Enterprise plans.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Automatically create tasks associated with each stage
  • Send specific messages to move the deal to the next pipeline stage

"Deal status changes"

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger starts the automation when the status of a deal changes. A deal’s status can be “Open,” “Won,” or “Lost.”

Note: This trigger uses the Deals CRM feature and is available on the Plus, Professional, and Enterprise plans.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Go through a series of steps to close out a deal (for instance, add a note or tag to a contact)
  • If the deal is won, you could create tasks to set up their account or notify a manager
  • You could use a webhook to create a new support account for the contact

"Sentiment changes"

Plans available:

  • ActiveCampaign for Sales - Professional and Enterprise
  • 2024 ActiveCampaign plans - Pipelines & Sales Engagement add-on

     

This trigger starts the automation when a sentiment changes for a deal email. Sentiment for a deal email can be positive, negative, neutral, or mixed.

Note: This trigger uses the Sentiment Analysis feature and is available on Professional and Enterprise plans.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Create tasks for the deal
  • Create a note for the deal
  • Send a follow-up email to the primary contact on the deal

“Deal Value changes”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger starts the automation when the value of an existing deal changes. With this trigger, you can select a currency, choose “Any” or a specific starting value, and choose “Any” or a specific value that the field is being changed to.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Send an automated notification to a sales representative
  • Automatically add a note to a deal record
  • Update a pipeline

“Deal Owner changes”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger starts the automation when the owner of a deal changes from one person to another. With this trigger, choose your starting value to be “Any” or a specific Deal Owner, and choose the final value to be “Any” or a specific Deal Owner.

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Notify a deal owner when they are assigned a new deal
  • Assign a task to the new deal owner

“File is downloaded”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

With this trigger, you can begin an automation when a contact downloads an attached file in a 1:1 email sent from the Contact, Account, or Deal record.

  Note that this trigger only applies to file attachments sent through a connected email address via Deals > Connected Emails.

With this trigger, you can specify:

  • All files
  • Filter file downloads using the following conditions:
      • File name
        Note that the “Is” operator requires a precise field value. For example, if you are using the “Is” operator and searching for the file name “Proposal.doc,” you must use “Proposal.doc” and not just “Proposal”
      • File download date

You can use the “File is downloaded” trigger to:

  • Updating a lead score
  • Assign a task
  • Send contacts tailored product information or promotions based on if they download a specific brochure in a 1:1 email

“Task is completed”

Plans available:

  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Pipelines add-on and Pipelines & Sales Engagement add-on

     

This trigger starts the automation when a Deal or Contact task is marked as completed. With this trigger, you can choose “All completed tasks” to start the automation when any task is completed or “Segment completed tasks” to specify which tasks will start the automation.

When you choose “Segment completed tasks” the segment builder will appear with the following options:

  • Task outcome
  • Task relates to a Contact or Deal
  • Task title
  • Task type 

  This trigger is a Multi-contact trigger. By default, multi-contact triggers enter all contacts on the triggering deal into the automation unless specified in the "Advanced" section of the trigger.

You can use this trigger to:

  • Add points to a Deal or Contact Score when a task is completed and has a positive outcome.
  • Assign a new task to follow up if the task marked completed was a call and the outcome was “no response.”
  • Create a list of contacts with completed deal tasks using the Google Sheet CX App action.

Also, to help get you started quickly, here are a few Task is Completed trigger automation recipes.

“Order is created”

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger starts when a new order is created in your connected ecommerce store. With this trigger, you can choose “all orders” for any new order or “segment orders” to customize which new orders will pull a contact into the automation.

This trigger is available with the Shopify and WooCommerce deep data integrations.

You can use this trigger to:

  • Send an automated campaign or SMS message to thank customers for their purchase
  • Send a series of emails to customers about related products or upgrades based on their purchase behavior to help cross-sell and up-sell
  • Send a series of reminder emails about an upcoming event or educational content to keep customers engaged

“Order is updated”

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise

     

This trigger starts the automation when an order in your connected ecommerce store changes from one status to another. With this trigger, you can select both the starting and updated statuses.

This trigger is available with the Shopify and WooCommerce deep data integrations.

You can use this trigger to:

  • Send an automated campaign to thank your shoppers for their purchases and see if there is anything else you can do to help them when their status changes from “Completed” to “Returned”
  • Send an automated campaign or SMS message to prompt a shopper to complete their purchase
  • Send an automated campaign to your shoppers and provide a cross-sell message when orders are updated to “Complete”

“Recurring Payment is Created”

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Professional and Enterprise

     

This trigger starts when a new Recurring Payment is created in your connected integration. You can choose “All Recurring Payments” for any new order or “Segment Recurring Payments” to customize which new Recurring Payments will pull a contact into the automation.

This trigger is available for PayPal, WooCommerce, and API-connected ecommerce stores at this time.

You can use this trigger to:

  • Send an automated campaign or SMS message to welcome new subscribers and verify subscription details
  • Send a series of emails to customers with personalized recommendations or exclusive offers based on the subscriber’s preferences or previous purchases
  • Send a series of educational or related content emails to keep subscribers engaged

Depending on the integration you use, this automation trigger may not appear in your account until after you sync at least one subscription or recurring payment. Learn more about the Recurring Payments feature. 

“Recurring Payment is updated”

Plans available:

  • ActiveCampaign for Marketing - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Professional and Enterprise

     

This trigger starts the automation when an existing Recurring Payment field in your connected integration changes from one status to another. With this trigger, you can select both the starting and updated statuses.

This trigger is available for PayPal, WooCommerce, and API-connected ecommerce stores at this time.

You can use this trigger to:

  • Send an automated campaign to thank your shoppers for their purchases and see if there is anything else you can do to help them when their status changes from “Completed” to “Returned”
  • Send an automated campaign or SMS message to prompt a shopper to complete their purchase
  • Send an automated campaign to your shoppers and provide a cross-sell message when orders are updated to “Complete”

Depending on the integration you use, this automation trigger may not appear in your account until after you sync at least one subscription or recurring payment. Learn more about the Recurring Payments feature. 

Branded app triggers

Plans available:

  • ActiveCampaign for Marketing - Lite, Plus, Professional, and Enterprise
  • ActiveCampaign for Sales - Plus, Professional, and Enterprise
  • 2024 ActiveCampaign plans - Starter, Plus, Professional, Enterprise
  • Note: Most apps are available on the plans listed above but can change based on the app

     

Branded app triggers include:

  • "Calendly meeting received"
  • "Typeform form received"
  • "Unbounce page received"

You can use any of these triggers once you enable a CX app integration (for example, Calendly, Typeform, Unbounce, etc) and connect at least one meeting type or form during the integration setup.

When you configure any of these triggers, you can set them to run when any meeting or form is submitted or when a specific meeting or form is submitted. These triggers will only run once per contact for your automation. This cannot be changed.

You can use these triggers to:

  • Send a series of reminder or follow-up emails
  • Create a deal for the contact and move them through your sales pipeline
  • Adjust a contact score

Watch the video, "Automate that! Exploring integration recipes, automation triggers & actions, CX apps, and more!" for more information.

“[Custom Object] is created”

Plans available:

  • ActiveCampaign for Marketing - Enterprise
  • ActiveCampaign for Sales - Enterprise
  • 2024 ActiveCampaign plans - Enterprise

     

This trigger starts an automation when a new record is created for a custom object you specify.

If you created a custom object using the API or the “Manage Data” page in your account, the trigger will appear in the “Objects” section of the trigger modal.

If the custom object was imported from a supported third-party integration, it will appear in the “Apps” section of the trigger modal.

With custom objects, you can only use one trigger for your automation. If the automation already has a trigger of any type, you cannot add a Custom Object trigger. If an automation already has a Custom Objects trigger, no other triggers can be used. However, you can still manually add contacts to the automation.

Automation triggers for Account and Deal custom objects are not available at this time.

You can use this trigger to:

  • Send a notification to a Customer Success Manager if a customer creates an urgent support ticket
  • Send a series of emails to customers based on a purchase
  • Send a series of reminder emails about an upcoming event

“[Custom Object] is updated”

Plans available:

  • ActiveCampaign for Marketing - Enterprise
  • ActiveCampaign for Sales - Enterprise
  • 2024 ActiveCampaign plans - Enterprise

     

This trigger starts an automation when a custom object field you specify is updated from one value to another. With this trigger, you can choose “Any” or a specific starting value for a field and “Any” or a specific value that the field is being changed to.

If you created a custom object using the API or the “Manage Data” page in your account, the trigger will appear in the “Objects” section of the trigger modal.

If the custom object was imported from a supported third-party integration, it will appear in the “Apps” section of the trigger modal.

With custom objects, you can only use one trigger for your automation. If the automation already has a trigger of any type, you cannot add a Custom Object trigger. If an automation already has a Custom Objects trigger, no other triggers can be used. However, you can still manually add contacts to the automation.

Automation triggers for Account and Deal custom objects are not available at this time.

You can use this trigger to:

  • Notify your Billing team if payment has been received
  • Notify Deal owners if a client support ticket was resolved
  • Send meeting invitees reminder emails

Combining triggers and actions to create automations

You may want to continue to the automation actions explained article next to learn about each of the actions you can run with these triggers.

By using triggers to begin automations for tightly focused groups of contacts, you can treat your contacts differently depending on their behavior.

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