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``` '''Navigation:''' [[Main_Page]] > [[Automations]] > Trigger Automation == How do I trigger an automation to run when a tag is added to a contact? == In ActiveCampaign, the '''Trigger Automation''' feature is a powerful tool that enables users to initiate automated workflows based on specific actions. One of the most common triggers is when a '''tag''' is added to a contact. This feature is essential for businesses seeking to enhance their marketing automation by enabling personalized communications and streamlined processes based on user interactions. This article will guide you through the steps to set up an automation that triggers when a tag is added to a contact, the significance of this feature, and best practices for effective use. == Accessing Trigger Automation == To access the Trigger Automation feature in ActiveCampaign, follow these steps: 1. Click on '''Automations''' in the left menu to navigate to the Automations Overview page. 2. On the Automations Overview page, click the '''Create an automation''' button located in the top right corner of your screen. 3. Select the '''Start from Scratch''' option to begin configuring your new automation. == Step-by-Step Instructions == Follow the steps below to set up an automation that triggers when a tag is added to a contact: === Step 1: Add the Start Trigger === 4. Click on the '''Add a start trigger''' action. This will open a modal to select your desired trigger. === Step 2: Select the Trigger Type === 5. From the list of available triggers, select the '''Tag is added''' trigger. This specifies that your automation will begin when a specific tag is added to a contact. === Step 3: Configure Trigger Options === 6. In the '''Action option''' modal that appears, enter the name of the '''tag''' that will trigger the automation. 7. Specify whether you want the automation to run '''once''' or '''multiple times'''. This choice will determine if the automation reacts every time the tag is applied or just the first time. For more details on the difference between running once vs multiple times, see the article on [https://help.activecampaign.com/hc/en-us/articles/115000299724-What-is-the-difference-between-Runs-once-vs-Runs-multiple-times-]. === Step 4: Segment Contacts === 8. If you wish to further segment contacts that enter this automation, click the box next to '''Segment the contacts entering this automation'''. From there, you can select your segment conditions. Note that this step is optional. === Step 5: Save Your Automation === 9. Once all configurations are complete, click '''Save''' to finalize your automation setup. == Configuration Options and Settings == When setting up your automation with the '''Tag is added''' trigger, you will encounter several configuration options: - **Tag:** Specify the specific '''tag''' that will activate the automation. - **Run Options:** Choose between '''Runs once''' if you want the automation to execute a single time per contact or '''Runs multiple times''' if it should trigger every time the tag is added. - **Segmentation:** (optional) Use the '''Segment the contacts entering this automation''' feature to filter which contacts are included in the automation based on specified segment conditions. == Best Practices and Tips == To effectively utilize the Trigger Automation feature: - Clearly define your goals for using tags and automations. Understand what actions or messages you want to automate. - Regularly review the performance of your automations to ensure they are meeting your expectations and adjust your tags or triggers as necessary. - Utilize segmentation to target specific sub-groups within your tagged contacts, allowing for tailored messaging based on contact behavior or preferences. - Test your automations prior to going live to ensure they trigger correctly and function as intended. == Common Use Cases == Here are some common scenarios where triggering an automation with a tag can be beneficial: - **Onboarding New Customers:** When a customer is tagged with "New Client," trigger a welcome email series providing essential information and resources. - **Reactivate Inactive Contacts:** Use tags such as "Inactive" to trigger re-engagement campaigns aimed at winning back the interest of lapsed subscribers. - **Event Attendance:** Tag contacts who RSVP to an event, and trigger a sequence that sends reminders and follow-up thank-yous. == Troubleshooting == If your automation is not triggering as expected: - Ensure that the correct '''tag''' is being applied to the contact. - Check the automation settings to confirm that the trigger is configured correctly for either '''Runs once''' or '''Runs multiple times'''. - Make sure that the selected segment conditions, if applied, are met by the contacts. For further assistance, consider reaching out to ActiveCampaign support resources or visiting the forums. == Related Features == - Learn more about [[Automations]] to explore other automation triggers and actions available in ActiveCampaign. - Explore the functionality of '''Tags''' to fully understand how they can be utilized in conjunction with your automations. == Frequently Asked Questions (FAQ) == === 1. Can I trigger multiple automations with the same tag? === Yes, multiple automations can be set to trigger from the same tag being added to a contact as long as their configurations do not conflict. === 2. What happens if a tag is removed from a contact? === Removing a tag won't stop the automation that has already been triggered by that tag; however, it may affect future triggers depending on your settings. === 3. Are there limits to the number of tags I can use? === ActiveCampaign does not have a strict limit on the number of tags, but it's best practice to keep them organized to ensure ease of use and management. === 4. How do I test my automation before it goes live? === You can test your automation by adding the specific tag to a test contact to verify that the expected actions are triggered correctly. === 5. What if I want to trigger an automation based on other events? === ActiveCampaign offers various other triggers such as "Form submission" or "List subscription" that can be utilized to meet different business needs. === 6. Can I edit the trigger after I save my automation? === Yes, you can go back and edit the trigger settings even after you save the automation. === 7. Is there a way to receive notifications when an automation runs? === ActiveCampaign allows you to set up notifications within the automation settings for specific events to keep you informed of important actions. With these instructions, you can successfully set up your own automation that triggers when a tag is added to a contact in ActiveCampaign. Just remember to continually optimize based on performance for the best results! ```
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