Editing
Active or Inactive
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
'''Navigation:''' [[Main_Page]] > [[Automations]] > Active or Inactive == How to set automations to "Active" or "Inactive" in ActiveCampaign == === Introduction === In ActiveCampaign, the ability to set automations to '''Active''' or '''Inactive''' is crucial for managing how contacts engage with your workflow. When you make an automation '''Active''', it allows contacts to enter and move through the steps of the automation. Conversely, setting an automation to '''Inactive''' pauses it, preventing any new contacts from entering and halting any current operations. This feature ensures that you can control your marketing strategies and manage contact flows effectively. === How to Access This Feature === To access and manage your automation settings, you'll begin by navigating through the primary menu of your ActiveCampaign dashboard. From there, you can locate the specific automation you wish to update regarding its status. === Step-by-Step Instructions === 1. Click '''Automations''' on the left menu to access the Automations overview page. 2. Find the automation you wish to update from the list displayed. 3. Click the '''Edit''' button located to the right of the selected automation. 4. On the Automation Builder page, you will see options to toggle the status to either '''Active''' or '''Inactive''' on the top right corner of the interface. *Note: Once you toggle the status, it will be highlighted and updated in the Automation Builder interface. For instance, if you set the automation to '''Inactive''', this status will appear prominently at the top right corner, confirming the change.* === Configuration Options and Settings === When adjusting the status of your automation, you primarily work with two options: - '''Active''': This option initiates the automation, allowing contacts to enter and progress through the workflow. - '''Inactive''': Select this option to pause the automation, stopping any new contacts from entering and holding any currently running instance until the automation is set back to active. === Best Practices and Tips === - **Plan Activation Wisely**: Before switching an automation to '''Active''', ensure that all components, such as triggers and actions, are thoroughly tested to prevent unexpected errors in the workflow. - **Regularly Review Automations**: Periodically check the status of your automations, especially those that are '''Inactive''', to identify which are ready to be reactivated or revised. - **Use Notes**: Add notes to indicate why an automation is set to '''Inactive''', especially if several team members have access to your ActiveCampaign account. This practice can improve transparency and communication regarding workflow management. - **Monitor Performance**: When an automation is '''Active''', keep an eye on its performance to adjust triggers and actions based on engagement metrics and results. === Common Use Cases with Examples === - **Marketing Campaigns**: Utilize '''Active''' status for automations tied to ongoing marketing campaigns, allowing new leads to enter your funnel continuously. - **Lead Nurturing**: Set nurturing automations to '''Inactive''' during off-peak seasons or during changes to campaign strategies, ensuring your methodologies align with current marketing goals. - **Testing Phases**: When designing new automation workflows, keep them '''Inactive''' until thoroughly tested to ensure they function as intended before going live. === Troubleshooting Section === If you encounter issues with automations not behaving as expected: - **Automation Not Moving Contacts**: Ensure the automation is set to '''Active'''. Check for any triggers that may be preventing contacts from entering. - **No New Contacts**: If your automation is supposed to be capturing new leads but isn’t, confirm that it is marked '''Active''' and that there are no conflicting settings. - **Stuck Automations**: If existing contacts are stuck within the automation, set it back to '''Active''' to see if it resumes naturally. You may also review the automation for any steps that could be causing the hold-up. === Related Features === To get the most out of your ActiveCampaign experience, consider exploring related features: - [[Automation Triggers]] - [[Automation Actions]] - [[Tags]] - [[Segments]] === FAQ === '''Q1: What happens when I set an automation to '''Inactive'''?''' A1: When an automation is marked '''Inactive''', contacts cannot enter it, and any currently running workflows will pause until it is activated again. '''Q2: How do I know if my automation is '''Active''' or '''Inactive'''?''' A2: The current status is displayed prominently in the top right corner of the Automation Builder interface. '''Q3: Can I reactivate an automation at any time?''' A3: Yes, you can switch an automation back to '''Active''' whenever you decide that it is ready to receive contacts again. '''Q4: Is there a limit to how many automations I can have '''Active''' at the same time?''' A4: The number of automations you can have '''Active''' depends on your specific ActiveCampaign plan. Ensure you refer to your plan details for limitations. '''Q5: What should I do if I accidentally set an automation to '''Inactive'''?''' A5: Simply go back to the Automation Builder and switch the status back to '''Active''' to resume normal operations. '''Q6: Can I set many automations to '''Inactive''' at once?''' A6: Currently, settings for multiple automations must be managed individually; you cannot batch update their statuses. '''Q7: Will pausing an automation affect my contacts’ experience?''' A7: Yes, pausing an automation means that any contacts currently in the workflow will be halted, and no new contacts will be able to enter until the automation is set back to '''Active'''. By following the instructions and best practices outlined in this article, you can effectively manage the status of your automations within ActiveCampaign to optimize your marketing efforts.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information