Editing Automation Actions (section)

=== Actions Available with Plus, Professional, and Enterprise Plans ===

==== “Send an internal notification email” ====
Located under "Sending." This action sends a notification email to someone in your company when an action you specify occurs.

==== “Send a site message” ====
Located under "Sending." This action lets you display messages to an opted-in contact when they visit a specific page on your site or any page of your site. You may want to use this to display information about a new offering or a coupon code for a product to get your contact to complete a purchase. Read more about [[Site Messages]].

To use this feature, you must have site tracking installed and enabled on your site.

==== “If/Else” ====
Located under "Workflow." An “If/Else” action creates a fork in your automation with a "Yes" path and a "No" path. The conditions for this action are created with a segment builder.

==== “Go to” ====
Located under "Workflow." The “Go to” action lets you move contacts to another automation step.

==== “Jump To” ====
Located under "Workflow." The "Jump To" action allows contacts to jump from their current location in your automation to that "Jump To" action if they meet the conditions.

==== “Webhook” ====
Located under "Workflow." The “Webhook” action sends a webhook to another application, allowing you to automate actions with apps outside of ActiveCampaign.

==== “Copy field values” ====
Located under "Workflow > Format Data." The “Copy field values” action lets you extract a phone number or URL from an existing contact, account, or deal field and format it.

==== “Extract phone numbers or URLs” ====
Located under "Workflow > Format Data." The “Extract phone numbers or URLs” action lets you extract a phone number or URL from an existing contact, account, or deal field and format it.

==== “Capitalize a field” ====
Located under "Workflow > Format Data." The “Capitalize a field” action lets you capitalize text within a contact, account, or deal field to a selected output.

==== “Update a contact” ====
The “Update contact” action lets you add data to the contact record.

==== “Add a note” ====
Located under "Contacts." The “Add note” action attaches a note to a contact record.

==== “Adjust a contact score” ====
When a contact reaches the “Adjust score” action in your automation, you can move their score up or down.

==== “Add to Facebook Custom Audience” ====
Located under "Contacts." This action will add contacts to a Facebook Custom Audience you specify.

==== “Remove from Facebook Custom Audience” ====
Located under "Contacts." This action will remove contacts from the Facebook Custom Audience you specify.