Trigger a conversion

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1. How to trigger a conversion in an automation

Triggering a conversion in an automation within ActiveCampaign is a powerful feature that allows you to track specific actions that your contacts take. By using the conversion trigger, you can enhance your marketing strategies and improve engagement by recognizing significant milestones in your contacts' journeys. This feature is especially valuable for sales and marketing teams, as it provides insights into customer behavior and effectiveness of campaigns.

1. 1. Introduction

The ability to trigger a conversion is essential for automating follow-up actions based on user actions or interactions. A conversion can represent various accomplishments such as signing up for a newsletter, completing a purchase, or any specific behavior that aligns with your business objectives. By implementing this feature, businesses can gain detailed insights and take timely actions based on user engagement, helping to streamline their sales processes and customer relationship strategies.

This feature is available for the following plan types: Pro and Enterprise.

1. 1. How to access this feature

To access the feature of triggering a conversion, you will need to navigate to the Automations section of your ActiveCampaign account. Here, you can either start creating a new automation or edit an existing one where you want to implement the conversion action.

1. 1. Step-by-step instructions

1. **Log in** to your ActiveCampaign account. 2. Once logged in, click on the Automations tab in the main navigation menu. 3. Select an existing automation or create a new automation by clicking on the Create an automation button. 4. In the automation builder, you will see various actions that can be added to your automation. 5. To trigger a conversion, you can use the Convert automation action.

  - Drag the Convert action onto your automation canvas.
  - Choose to either select an existing conversion or create a new one that fits your needs.

6. Alternatively, you can also set up a conversion through the Goals automation action. This allows you to trigger a conversion for any contact who achieves the specified goal conditions.

  - Drag the Goal action into your automation.
  - Set the criteria that a contact must meet to trigger the goal.
  - At the bottom of the goal action settings, you can check the option to Trigger conversion: (name of the conversion).

7. Once configured, review your automation to ensure all settings are correct. 8. Click Save to apply the changes to your automation.

1. 1. Configuration options and settings

When triggering a conversion, there are several key configuration options you will encounter:

- **Convert Action**: This action allows you to define whether to select an existing conversion or create a new one. The flexibility here enables you to adapt the automation to various actions you wish to track. - **Goals**: Setting up a goal within your automation introduces an additional layer of tracking. You can establish conditions that must be met before triggering the conversion, making it a powerful way to customize your automation process. - **Conversion Selection**: When you choose to trigger a conversion, you can pick from conversions that you have already defined or make new specifications that meet your current needs.

1. 1. Best practices and tips

- **Define clear conversion criteria**: It is crucial to have well-defined actions that are significant for your business. Knowing what to track will help you analyze the effectiveness of your campaigns better. - **Regularly review your conversions**: Keeping track of how well conversions are performing can provide insights into needed adjustments in your automation strategy. - **Utilize goals strategically**: Goals can simplify the automation process, allowing you to set various conditions for different segments of your audience, leading to more targeted actions.

1. 1. Troubleshooting

- **Conversion not triggering**: If you find that your conversion is not triggering as expected, ensure that the correct conditions have been met. Double-check the settings of your Convert action and ensure that the associated goal conditions are appropriate and active. - **Check your conversion setup**: Make sure that the conversion you selected or created is correctly set up in your ActiveCampaign account. A misconfiguration can hinder its effectiveness. - **Review automation flow**: Check the automation sequence to ensure it flows logically and that all actions lead to the intended outcomes.

1. 1. Related features

- Automations: Explore more about creating and managing automations in ActiveCampaign to enhance your marketing strategies. - Goals: Learn how to effectively use the goal feature within your automations to increase engagement and track user achievements. - Integrations: Discover how to integrate other tools with ActiveCampaign to expand your capability for tracking conversions.

1. 1. FAQ

1. **What types of conversions can I trigger?**

  You can trigger any conversions you've set up within your ActiveCampaign account.

2. **Can I trigger multiple conversions for one action?**

  No, each action can only trigger one conversion at a time.

3. **Is triggering a conversion only available in advanced plans?**

  Yes, this feature is available only for Pro and Enterprise plans.

4. **How do I know if a conversion is successfully triggered?**

  You can check your reports in ActiveCampaign to see conversion rates and gain insights from triggered conversions.

5. **Can conversions be tracked in real-time?**

  Yes, conversions can be tracked in real-time, allowing you to see immediate engagement from your contacts.

6. **What happens if I delete a conversion that is currently in use?**

  Deleting a conversion will remove it from any active automations, and those conversions will no longer register.

7. **What types of actions qualify as conversions?**

  Conversions can vary based on the business's specific goals — for example, a purchase, signing up for a webinar, or downloading a resource can all be tracked as conversions.

With the proper implementation and understanding of the conversion trigger feature, you can leverage it to enhance customer interactions and improve overall campaign effectiveness within ActiveCampaign. ```