Split

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How to use the 'Split' action in an automation

The Split automation action in ActiveCampaign allows users to create dynamic paths within their automation workflows by sending contacts down different paths based on the specific rules they establish. This feature enhances marketing and sales strategies by facilitating targeted communication with customers, ultimately allowing for better engagement and conversion rates.

This article provides a detailed overview of the Split action, including its functionalities, how to access it, step-by-step instructions for setup, configuration options, best practices, troubleshooting tips, and an FAQ section.

How to Access This Feature

To access the Split action in ActiveCampaign:

1. Log in to your ActiveCampaign account. 2. On the left menu, click on Automations. 3. Select the automation you wish to work with or create a new automation.

Step-by-Step Instructions

In this section, we will detail how to implement the Split action, including creating Split Paths, Split Tests, and conditional splits.

Creating Split Paths

1. In the desired automation, click the node (+) where you wish to add the Split action. 2. In the Add an action modal, select Workflow and then click the Split action. 3. Choose the Split paths option. 4. From the Split modal, select one of the following options:

  * Split contacts evenly
     1. Select the radio button for Split contacts evenly.
     2. Choose a number between 2 and 10 for the number of paths.
  * Split contacts by a percentage
     1. Select the radio button for Split contacts by a percentage.
     2. Click on +Add a path to create up to 10 paths.
     3. Adjust the percentage by hovering over the percentage fields and using the up or down arrows.
     4. Click on Equalize all paths to evenly distribute the percentage across paths.

5. Click the Save button to finalize your split path setup.

You can hover over each path to see how many contacts have traversed that specific path. To modify paths, hover over and click the + icon to add paths or the garbage bin icon to delete them.

Creating a Split Test

1. In the desired automation, click the node (+) where you wish to add the Split action. 2. In the Add an action modal, select Workflow and then click the Split action. 3. Choose the Split test option. 4. Click Continue. 5. Specify how you want the split test to function:

  * Split until a specific date - Enter the end date for your split test.
  * Split until a specific number of contacts have been split - Input the total number of contacts to be split.
  * Split until a specific number of contacts have met winning conditions - Define the number of contacts meeting the winning criteria.

6. Select the number of paths for your split test. 7. Use the segment builder to establish the conditions determining the winning path. 8. Click the Save button.

Creating a Conditional Split

The conditional split is designed to send contacts down Path A until specific conditions are met, at which point they will transition to Path B.

1. In the desired automation, click the node (+) where you wish to add the Split action. 2. In the Add an action modal, select Workflow and then click the Split action. 3. Select the Conditional Split option and then click Continue. 4. Set your conditions:

  * Choose to split contacts until a specific date or until a defined number of contacts have been split.

5. Click the Save button.

Configuration Options and Settings

The Split action encompasses various options for effectively directing contacts through automation:

• Split paths – Allows for even distribution of contacts across multiple paths without determining a winning path.
• Split test – Facilitates equal path division with the capability to determine a winning path based on set conditions.
• Conditional splits – Sends contacts down one path until specified conditions are met, after which they transition to another path.

Each of these options can be customized depending on your specific marketing or sales goals.

Best Practices and Tips

1. Ensure clarity in defining paths; keep your goals in mind when creating splits. 2. Regularly monitor the performance of paths to optimize your automation. 3. Use appropriate conditions and timelines—choose expiration metrics that align with your campaign objectives. 4. Test different paths to identify which communications yield better engagement and response rates. 5. Always transition back to an Active state after modifying automations containing split actions to ensure continuing participation.

Troubleshooting

1. **Contacts Not Splitting:** Ensure that the automation is active and that contacts have not already followed a split path, as they cannot re-enter. 2. **Editing Split Actions:** Be aware that once a split is in progress, the setup cannot be edited. Deactivate the automation to make changes, then reactivate it. 3. **Performance Monitoring:** If you're unsure how a specific path is performing, utilize the hover feature to check the count of contacts that have traversed that path.

FAQ

1. What happens if two paths have the same number of contacts in a split test?

If there is a tie, Path A is declared the winner by default.

2. Can contacts return to a split node after going down one path?

No, once a contact has taken one path in a split, they cannot return to the split to go down a different path.

3. How can I determine the winning path in a split test?

A winning path is determined by the conditions set with the segment builder, based on the number of contacts that meet specific criteria.

4. Is there a limit to how many paths I can create?

Yes, you can create between 2 and 10 paths for both split paths and split tests.

5. What should I do if I need to make adjustments to the split action?

If adjustments are necessary while the automation is active, deactivate it first, make your changes, and then reactivate it.

6. Can I use multiple split actions in one automation?

Yes, you can incorporate multiple split actions in a single automation, allowing for more complex routing of contacts.

7. Are there any prerequisites for using the Split feature?

The Split action is available only to users on the Pro and Enterprise plans within ActiveCampaign.

By utilizing the Split action effectively, you can greatly enhance your marketing automation strategies and improve the overall experience for your contacts. ```