Multi contact Triggers: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Automations]] > Multi-contact Triggers
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= Multi-contact Triggers in Automations =
 
== Introduction ==
Multi-contact triggers are a powerful feature in ActiveCampaign designed to enhance your automation workflows. These triggers allow multiple contacts associated with a particular object, such as a Deal or an Account, to be entered into an automation simultaneously. This capability is crucial as it enables you to reach broader audiences linked to specific Deals or Accounts, thereby making your automation efforts more effective and inclusive.
 
By implementing multi-contact triggers, businesses can ensure that all relevant stakeholders are included in communications and workflows, ultimately improving customer engagement and relationship management.
 
== How to Access this Feature ==
To access the multi-contact triggers feature within ActiveCampaign, follow these simple steps:
 
1. Log in to your ActiveCampaign account.
2. Navigate to the '''Automations''' section from the main menu.
3. Create a new automation or edit an existing one.
4. Select the option to add a trigger. You will see the available triggers, including the ones that support multi-contact entry.
 
== Step-by-Step Instructions ==
Here are the detailed steps to implement multi-contact triggers in your automations:
 
1. **Create or Edit Automation**: Start by either creating a new automation or editing an existing one.
 
2. **Add a Trigger**: Click on the '''Add Trigger''' button to open the list of available triggers.
 
3. **Select Multi-contact Trigger**: Choose from the list of triggers that support multi-contact entries which include:
  - '''Deal Field Changes'''
  - '''Account Field Changes'''
  - '''Enters a pipeline'''
  - '''Deal stage changes'''
  - '''Deal status changes'''
  - '''Deal value changes'''
  - '''Deal owner changes'''
  - '''Score changes (when using a Deal Score)'''
  - '''Date based (when using a Deal Field)'''
  - '''Task is completed'''
  - '''Sentiment changes'''
 
4. **Configure the Trigger**: Once a multi-contact trigger is selected, a banner will appear at the top indicating that the trigger is a multi-contact trigger.
 
5. **Save Changes**: After configuring your multi-contact trigger, ensure you save your automation.
 
== Configuration Options and Settings ==
When using multi-contact triggers, you have various important configuration options that can tailor how your automation behaves:
 
- **Trigger Specific Conditions**: When configuring a Deal trigger, you can find the new segment '''Is primary contact on this deal?''' in the "Advanced" section. This allows you to filter based on whether the contact is the primary contact for the Deal.
 
- **Entry Conditions**: Decide whether to allow all contacts connected with a Deal or to restrict entry to only the Primary Contact by applying the relevant conditions in the automation setup.
 
It is critical to note that the advanced segmentation option is only applicable to Deal triggers and not available for Account triggers.
 
== Best Practices and Tips ==
- **Utilize Multi-Contact Triggers**: Whenever working with Deals or Accounts, leverage the power of multi-contact triggers to ensure that all relevant stakeholders are engaged.
 
- **Reconfigure Old Triggers**: If you have existing triggers that only incorporate the Primary Contact, open those triggers and select the option to trigger all contacts for a more comprehensive approach.
 
- **Testing**: Before deploying your automation, conduct tests to ensure that all intended contacts are correctly being entered into the automation workflows.
 
- **Monitor Engagement**: Use tracking reports to analyze how multiple contacts are interacting with your automations, and adjust your strategy based on engagement levels.
 
== Common Use Cases with Examples ==
Multi-contact triggers can be featured in various scenarios:
 
- **Sales Team Updates**: When a Deal stage changes, notifications can be automatically sent to all contacts associated with that Deal, ensuring that every stakeholder is informed of the progress.
 
- **Account Updates**: If an Account field changes, all team members associated with that Account can receive updates, fostering teamwork and collaboration.
 
- **Lead Nurturing**: By entering multiple contacts related to a Deal into nurture campaigns, businesses can enhance their chances of closing sales by keeping all decision-makers informed.
 
== Troubleshooting ==
If you encounter issues while setting up or using multi-contact triggers, consider the following steps:
 
- **Ensure Eligibility**: Confirm that you are using a plan that supports multi-contact triggers, such as Plus, Pro, or Enterprise.
 
- **Check Conditions**: If contacts are not entering the automation as expected, verify that you have set the correct trigger conditions and segments.
 
- **Contact Support**: If problems persist, reaching out to ActiveCampaign support can provide insights and resolutions.
 
== Related Features ==
- [[Automations]]
- [[Triggers]]
- [[Conditions and Workflow]]
 
== FAQ ==
=== 1. What is a multi-contact trigger? ===
A multi-contact trigger allows multiple contacts associated with a Deal or Account to enter an automation simultaneously.
 
=== 2. How can I tell if my trigger supports multi-contact entry? ===
Triggers that support multi-contact entry will display a specific banner indicating this capability when added to your automation.
 
=== 3. Can I revert to just triggering the primary contact? ===
Yes, you can still limit your triggers to only the primary contact by utilizing the segment option for primary contacts.
 
=== 4. What types of objects can I use multi-contact triggers with? ===
Currently, multi-contact triggers are available with Deal and Account objects.
 
=== 5. Is there any impact on existing triggers when enabling multi-contact? ===
No, existing triggers will continue to function as they were, triggering only for the Primary Contact unless reconfigured.
 
=== 6. Where can I find the option to reconfigure my existing triggers? ===
You will see a prompt with the option to trigger all contacts when you open an existing Deal trigger.
 
=== 7. Are all triggers available for multi-contact usage? ===
Not all triggers support multi-contact entry; only specific triggers related to Deals and Accounts are affected.
 
By utilizing the multi-contact triggers feature, you can enhance your marketing automation strategies, ensuring that all relevant contacts are included in your communications and initiatives.
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Revision as of 14:09, 30 December 2025

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