Are name changes automatically reflected in all parts of the platform?

Renaming in ActiveCampaign

When renaming things in ActiveCampaign, you may see some different behaviour depending on which platform feature you're changing.

In some instances, such as when renaming and changing Automation names, those changes will be automatically reflected in the rest of your account. However, in other instances, such as when renaming Custom Field Options, you would need to manually change that custom field value in each Contact as well as every segment condition using that field value in your account.

As such, it’d be handy to have a guide/checklist to verify whether those wider changes in your ActiveCampaign account will occur automatically, or if you need to make those changes yourself.

As a general rule, anything that you select from a dropdown list tends to reflect changes e.g. Automation names, whereas anything typed out will need to be manually changed e.g. Tags.

Tags

When you rename a Tag, it will be automatically reflected in Contact Profiles, Segment conditions, and in Automation Triggers.

In all other areas of the platform; including Add/Remove a Tag Automation Actions, in Link Actions (in Campaigns), and in Conditional Content conditions, you would need to rename those product areas to use the new Tag.

Keep in mind that If/Else and Wait Automation Actions use our Segment conditions, and so will automatically reflect renamed Tags as well.

The following platform areas will automatically change to reflect a renamed Tag:

  • Contact Profiles
  • Segment/Advanced Search conditions (including If/Else and Wait Automation Actions that use those conditions)

  • Automation Triggers

The following platform areas will need to be manually edited to reflect a renamed Tag:

  • Add/Remove a Tag Automation Actions

  • Link Actions

  • Conditional Content

Custom Fields

When you change the Custom Field Name, the new Custom Field Name is always reflected in other areas of your account. However, changes to the Custom Field Options/Values or the Personalisation Tag are not reflected and will need to be manually edited.

Renaming a Custom Field is always reflected across the account, including these areas:

  • Segment/Advanced Search conditions (including If/Else and Wait Automation Actions that use those conditions)

  • Automation Triggers

  • Conditional Content conditions (unless the Personalisation Tag is changed)

Changing a Custom Field Value will not automatically reflect changes through the account, including for:

  • Segment/Advanced Search conditions

  • Automation Triggers

  • Conditional Content conditions

Changing a Custom Field’s Personalisation Tag will always require manual changes, including:

  • Personalisation Tags in Campaigns

  • When a Personalisation Tag is changed, you will also need to fix any Conditional Content conditions to use the edited Custom Field

Automation Names

When you rename an Automation, the new name for that Automation will automatically populate across all areas of your ActiveCampaign account.

Renaming an Automation will always be automatically reflected, including:

  • Segment/Advanced Search conditions

  • Automation Actions

  • Link Actions

Campaign Names

When you rename a Campaign, the new name for that Campaign will automatically populate across all areas of your ActiveCampaign account.

Renaming a Campaign will always be automatically reflected, including:

  • Segment/Advanced Search conditions

  • Automation Actions

  • Automation Triggers

Campaign Link URL changes are never reflected in the rest of your ActiveCampaign account. If you change a Campaign hyperlink’s URL, this will generate a new object for that URL instead (and all your segment conditions etc. will still be linked to the old URL). All platform areas using the old URL need to be manually changed to use the new URL.

  • Segments/Advanced Search conditions

  • Automation Actions

  • Automation Triggers

General Behaviour

  • Anything selected from a dropdown list tends to reflect changes across the account.

  • Anything selected in the segment conditions editor tends to reflect changes.

    • Notable exceptions are Tags (which are generally typed out, except for in Advanced Search and in Automation Triggers) and Campaign Link URLs (which generate a new object for the new URL when the link is changed).

  • Any changes to a Custom Field Values also need to be manually accounted for, as well as any changes to a Custom Field's Personalisation Tag (only the Custom Field Name can be expected to automatically reflect changes in other areas of the platform).

  • Automation Names and Campaign Names should generally automatically reflect changes.

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