Currently in automation

```mediawiki Navigation: Main_Page > Settings > Segmentation > Currently in automation

Introduction

In ActiveCampaign, segmenting your contacts effectively is crucial for targeted communication and marketing strategies. One significant aspect of this segmentation involves understanding the distinctions between the segment conditions: Currently in automation and Has not ended automation.

This article aims to clarify the essential differences between these two segment conditions, outlining how each functions and the implications for your marketing efforts. Recognizing these differences is essential to ensure that your messaging is appropriately tailored to various contact statuses within your automation workflows.

How to Access This Feature

To access the segmentation conditions, you will navigate through the ActiveCampaign interface. Follow these steps:

1. Log into your ActiveCampaign account. 2. In the left navigation menu, click on Contacts. 3. Select Segments from the drop-down options. 4. Begin creating a new segment by clicking on Add a new segment, which allows you to utilize the floating segment builder.

Here, you will have the option to choose your desired segment condition, including both Currently in automation and Has not ended automation.

Step-by-Step Instructions

To effectively create segments using the conditions mentioned, perform the following steps:

1. **Navigate to Segments**: Access the Segments section as described above. 2. **Create Segment**: Click on Add a new segment. 3. **Utilize the Floating Segment Builder**: In the builder, choose the condition from the available options.

  - To filter contacts who are Currently in automation, select this condition from the dropdown.
  - To filter for contacts who Has not ended automation, similarly select this condition.

4. **Specify Automation**: After selecting your desired condition, you will be prompted to specify the automation in question. 5. **Finalize Segment**: Review the conditions and click on Save. Your segment will now be created based on the selected conditions.

Configuration Options and Settings

When configuring your segments using the specified conditions, understanding the functionality of Currently in automation and Has not ended automation is vital:

• Currently in automation: This condition targets contacts who have entered a specified automation but have not yet completed it. It helps marketers track those actively engaging with the automation flow.
• Has not ended automation: This broader condition captures both:

 * Contacts that have entered the automation but not finished it.
 * Contacts that have never entered the automation at all.

This distinction is key when planning your outreach strategies to ensure you are effectively addressing different segments of your contact list.

Best Practices and Tips

To optimize your usage of these segment conditions, consider the following best practices:

• **Regularly Review Segments**: Regularly check and update your segments to ensure they reflect any changes in your automation workflows or contact behaviors.
• **Combine Conditions**: Use a combination of segment conditions to refine your targeting further, allowing for more personalized communication.
• **Analyze Engagement**: Monitor the engagement levels of contacts within the Currently in automation segment to adapt your strategies accordingly and increase conversion rates.
• **Use Testing**: A/B test your campaigns targeted at each segment to determine which messaging resonates most effectively with contacts who are in different stages of your automations.

Troubleshooting

Should you encounter issues with segmenting contacts based on these conditions, consider the following troubleshooting methods:

• **Confirm Conditions**: Ensure that you have correctly defined your conditions in the floating segment builder. Misunderstanding the differences can lead to unexpected results.
• **Verify Automation Status**: Check individual contact records to confirm their actual status within the specified automations. This can help clarify why certain contacts are included or excluded from segments.
• **Review Automation Flows**: If you're seeing unexpected contacts in segments, review the automation workflows to ensure they are functioning as intended.

FAQ

1. **What does "Currently in automation" mean in ActiveCampaign?**

  - It refers to contacts who have entered a specific automation and are actively moving through its steps.

2. **How can I segment contacts who have never entered a specific automation?**

  - Use the Has not ended automation condition, which captures both contacts that have never entered the automation and those who have but not completed it.

3. **Can I use both conditions in one segment?**

  - No, each segment must use one condition at a time. You can create multiple segments based on different conditions.

4. **What happens if a contact completes an automation?**

  - Once a contact completes the automation, they will no longer be included in the Currently in automation segment for that specific automation.

5. **How often should I review my segments?**

  - It is advisable to review your segments regularly, ideally after any significant changes to your automation workflows or marketing strategies, to ensure they remain effective.

6. **Can I see analytics on contacts in these segments?**

  - Yes, ActiveCampaign provides insights and analytics on segment performance, allowing you to measure the effectiveness of your campaigns.

7. **Is there a limit to how many segments I can create?**

  - No, you can create as many segments as needed to effectively manage your contact lists and campaigns.

By understanding the distinctions between the Currently in automation and Has not ended automation conditions, you can enhance your marketing segmentation strategies and improve your contact targeting, ultimately leading to more successful campaigns. For additional information, consider exploring related features under Settings and Segmentation. ```