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'''Navigation:''' [[Main_Page]] > [[Automations]] > Trigger an automation
'''Navigation:''' [[Main_Page]] > [[Automation]] > [[Campaigns]] > trigger an automation


== How do I trigger an automation to run when a contact replies to my campaign? ==
= How do I trigger an automation to run when a task is completed? =


When managing your communications through ActiveCampaign, it can be highly beneficial to respond promptly to customer engagement. One effective way to streamline your responses is by triggering an automation when a contact replies to your email campaign. This feature enables you to automatically initiate follow-up actions based on the replies your contacts provide, facilitating enhanced engagement and operational efficiency.
== Introduction ==


This capability matters because it allows for timely follow-up actions. For instance, you can send additional follow-up messages, apply a tag to the contact, or adjust a contact's score in your CRM. It ensures that you do not miss out on any interaction and can tailor your responses to the specific needs and inquiries of your contacts.
Triggering an automation based on the completion of a task is an essential feature within ActiveCampaign that allows users to streamline workflows and enhance efficiency. This feature is important because it enables automation of follow-up actions as soon as a task is marked complete, ensuring that relevant contacts are engaged and that no opportunity is missed. For instance, automatically enrolling a contact in a follow-up email series after a sales call can significantly improve engagement and conversion rates.


== How to access this feature ==
== How to Access This Feature ==


To access the feature for triggering an automation from replies to your campaign emails, you will follow several steps that involve starting from the campaign's summary page or configuring the automation directly. Both methods require that you have set up reply tracking. This feature is available on the Starter, Plus, Pro, and Enterprise plans.
To access the feature of triggering an automation when a task is completed, you can navigate through the ActiveCampaign platform using the following steps:
1. Click on '''Automations''' in the left navigation panel.  
2. From the Automations Overview page, you can create a new automation or edit an existing one that utilizes this feature.


== Step-by-step instructions ==
== Step-by-Step Instructions ==


There are two primary methods to trigger an automation when a contact replies to a campaign email:
There are three primary methods to trigger an automation when a task is marked as complete:


=== Method 1: Using the "Replies to an email" Automation Trigger ===
=== 1. With the “Task Completed” Automation Trigger ===
This method applies to both deal and contact tasks. Follow these steps:
1. Click on '''Automations''' to go to the Automations overview.
2. Click on '''Create an automation.'''
3. Select '''Start from Scratch.'''
4. Choose the '''Task is Completed''' trigger in the Select a Trigger modal.
5. Choose the type of tasks that will trigger the automation:
  - '''All completed tasks''' - This option will start the automation for any completed tasks in your ActiveCampaign account.
  - '''Segment completed tasks''' - This option allows you to specify particular tasks that will trigger the automation via a segment builder.
6. If you selected '''Segment completed tasks''', customize your segment by choosing the condition(s) using the following options:
  - '''Task outcome'''
  - '''Task relates to'''
  - '''Task title'''
  - '''Task type'''
7. Decide if the trigger will run once or multiple times—select accordingly.
8. Click '''Save.'''
9. Continue to build your automation with appropriate actions based on your desired outcome. When you are done, set your automation to '''active.'''


1. **Create a New Automation**: Navigate to your automation settings and select to create a new automation.
=== 2. With the "Add Task" Automation Action ===
2. **Add the Trigger**: Within the automation builder, select the '''Replies to an email''' trigger.
This option is specifically for deal tasks:
3. **Select Email Type**: Choose whether you want to track replies to a '''Standard Campaign''' or a '''1:1 email'''. For this purpose, select the '''Standard Campaign'''.
1. Click on '''Automations''' to navigate to the Automations Overview page.
4. **Configure Your Trigger**:
2. Click on '''Edit''' for the automation you wish to adjust.
   - Select the specific email you want to track responses for.
3. Click the CRM option within the right Actions menu.
   - Decide if the trigger should run '''once''' or '''multiple times''' based on how frequently you expect replies.
4. Drag the '''Add Task''' action to your desired position in the automation.
5. **Save Your Settings**: Click the '''Save''' button to save the configured trigger.
5. Fill out the '''Add Task''' modal with the necessary details, including:
6. **Complete Your Automation**: You can now add further actions to your automation workflow based on the replies received.
  - Task title
  - Task description
  - Task type (e.g., Call, Email, Lunch, Meeting)
  - Assigned user (from the '''Assigned to''' dropdown)
  - Due date
  - The deal to which the task pertains
   - The pipeline the deal belongs to
   - Select the automation to trigger once the task is marked as complete using the '''Start''' dropdown, and choose the '''When''' option as '''Task is completed.'''
6. Click '''Save.'''


=== Method 2: From the Campaign Summary Page ===
=== 3. From the Deal or Contact Record ===
You can also trigger an automation directly from a deal or contact record:
1. For a deal record:
  - Click on '''Deals''' and select the deal.
  - Click on '''Add a Task''' in the Tasks widget.
  - Fill out the required information in the '''Add a Task''' window, ensuring to check the '''Trigger an automation''' option and specifying the desired automation.
  - Complete your entries and click '''Add Task.'''
 
2. For a contact record:
  - Click on '''Contacts''' and select the contact.
  - Navigate to the Tasks section and click '''Add a Task.'''
  - Fill out the necessary fields in the '''Add a Task''' modal.
  - Ensure the '''Trigger an automation''' box is checked before clicking '''Add Task.'''


1. **Access the Campaign Summary Page**: Go to your campaign's summary page. If you are enabling this for an automation email, click on the respective email in the automation builder.
== Configuration Options and Settings ==
2. **Enable Reply Tracking**: On the summary page, check the box for '''Reply Tracking''', which will typically be disabled by default.
3. **Confirm Your Choice**: A confirmation window will pop up; if you want to proceed, click '''Continue'''.
4. **Automate Setup**: In the summary page now, click the '''Automate''' link that appears next to '''Reply Tracking'''.
5. **Add New Automation**: From the pop-up modal, click on '''Add New Automation'''.
6. **Build Your New Automation**: A new tab will open with the workflow builder. Here, you can start creating your automation, with the '''Replies to an email''' trigger already integrated with a default name assigned to your automation (which you can rename as necessary).


== Configuration options and settings ==
The following configuration options are crucial when setting up automations triggered by task completion:


The configuration settings for triggering automations based on replies include:
- '''Trigger types:''' Either select '''All completed tasks''' for a general trigger or use '''Segment completed tasks''' to customize which specific tasks will activate the automation.
- '''Conditions for segmentation:''' Possible conditions include '''Task outcome''', '''Task relates to''', '''Task title''', and '''Task type''', allowing specific configurations tailored to various scenarios.
- '''Execution options:''' Choose if the trigger should run '''once''' or '''multiple times''' based on your requirements.
- In the '''Add Task''' action, specify the task details such as the title, description, type, due date, and the specific automation to trigger.


- **Trigger Types**: Choose between tracking replies for a '''Standard Campaign''' or a '''1:1 email'''.
== Best Practices and Tips ==
- **Email Selection**: Specify the email you want responses tracked for during the configuration.
- **Execution Frequency**: Decide whether the automation should run '''once''' for each reply or '''multiple times''' for continuous interactions.


== Best practices and tips ==
- Consider using segment conditions when creating automations to target more specific tasks that require different follow-up actions.
- It is advisable to regularly review and organize your task completions to avoid unnecessary clutter in the automation flow.
- Use reminders for tasks to ensure you or your team are prepared to engage with contacts immediately after a task goes to completion.
- Experiment with different automation recipes to find workflows that best suit your business needs.


1. **Set Up Early**: Ensure that reply tracking is set up before sending out your campaigns to effectively capture replies.
== Troubleshooting ==
2. **Monitor Automations**: Regularly review your automation performance to assess engagement levels and optimize your strategy as necessary.
3. **Personalize Follow-ups**: Use the automation replies to segment your contacts further and customize response messages to enhance engagement.
4. **Combine Actions**: Utilize various actions within the automation to maximize the value of each reply, such as tagging contacts or sending relevant content based on their inquiries.


== Troubleshooting ==
If you encounter issues while setting up the automation triggers:
- Ensure that you have selected the correct task type and automation in the respective modals.
- Check if the automations you are trying to add contacts to are indeed active.
- Review segment conditions to make sure they are correctly defined and do not inadvertently exclude relevant tasks.
 
== Related Features ==
 
For further reading on related functionalities, check out:
- [[Automations]]
- [[Task Management]]
- [[CRM Features]]
 
== FAQ ==


- **Reply Tracking Not Tracking**: If replies are not being tracked, ensure that the reply tracking setting is enabled before sending the campaign.
=== Q1: Can I trigger multiple automations from a single completed task? ===
- **Frequent Trigger Issues**: If the automation is not triggering as expected, verify the configuration of the trigger settings to ensure they align with your intended frequency and conditions.
No, a single task can trigger only one automation at a time.
- **Contact Not Added**: If a contact's reply is not adding them to the automation, check whether the email corresponds to the selected tracking option.
 
== Frequently Asked Questions (FAQ) ==


1. '''What is a "Replies to an email" trigger?'''
=== Q2: What happens if I select 'All completed tasks'? ===
  - It is an automation trigger that adds contacts to an automation workflow when they reply to your email campaign.
Selecting 'All completed tasks' will trigger the automation for every completed task across your ActiveCampaign account.


2. '''Can I track replies for multiple campaigns?'''
=== Q3: Can I use this feature for tasks outside of Deals and Contacts? ===
  - Yes, you can set up separate automations for each campaign by using the replies feature.
Currently, this feature is specifically designed for tasks pertaining to Deals and Contacts.


3. '''What happens if I don't enable reply tracking?'''
=== Q4: What would be the benefit of using a segmented trigger? ===
  - If reply tracking is not enabled, replies to your campaign will not trigger any automation.
Using a segmented trigger allows for more targeted follow-ups by enabling you to define conditions for which tasks should trigger automations.


4. '''Are there limits on how many replies can trigger the automation?'''
=== Q5: How do I know if my task automation has run? ===
  - The automation can be set to trigger '''once''' or '''multiple times''', giving you flexibility based on your strategy.
You can check the task completion logs and automation history within the ActiveCampaign dashboard for confirmation of actions taken.


5. '''Can I change the name of my automation after it's created?'''
=== Q6: Is there a limit to the number of tasks I can create? ===
  - Yes, you can change the name of the automation at any time within the workflow builder.
There may be limits based on your specific ActiveCampaign plan, so please consult your plan details for specifics.


6. '''What plans support this feature?'''
=== Q7: What if the automation doesn’t run as expected after a task is completed? ===
  - The feature is available on the Starter, Plus, Pro, and Enterprise plans for ActiveCampaign users.
If the automation isn’t running as expected, verify your task settings and ensure all conditions are correctly met, including checking the trigger setup.


In conclusion, leveraging automations triggered by replies can greatly enhance your email engagement strategy, allowing you to respond appropriately to contact interactions and maintain strong relationships with your audience. Utilize the steps outlined in this article to effectively set up and manage your automations.
By leveraging the capabilities of the task completion automation triggers in ActiveCampaign, you can significantly enhance your operational efficiency and ensure timely follow-ups with your contacts. For more extensive details about this and other functionalities, visit the [[Automations]] section on ActiveCampaign's help site.
```

Latest revision as of 14:20, 3 November 2025

Navigation: Main_Page > Automations > Trigger an automation

How do I trigger an automation to run when a task is completed?[edit | edit source]

Introduction[edit | edit source]

Triggering an automation based on the completion of a task is an essential feature within ActiveCampaign that allows users to streamline workflows and enhance efficiency. This feature is important because it enables automation of follow-up actions as soon as a task is marked complete, ensuring that relevant contacts are engaged and that no opportunity is missed. For instance, automatically enrolling a contact in a follow-up email series after a sales call can significantly improve engagement and conversion rates.

How to Access This Feature[edit | edit source]

To access the feature of triggering an automation when a task is completed, you can navigate through the ActiveCampaign platform using the following steps: 1. Click on Automations in the left navigation panel. 2. From the Automations Overview page, you can create a new automation or edit an existing one that utilizes this feature.

Step-by-Step Instructions[edit | edit source]

There are three primary methods to trigger an automation when a task is marked as complete:

1. With the “Task Completed” Automation Trigger[edit | edit source]

This method applies to both deal and contact tasks. Follow these steps: 1. Click on Automations to go to the Automations overview. 2. Click on Create an automation. 3. Select Start from Scratch. 4. Choose the Task is Completed trigger in the Select a Trigger modal. 5. Choose the type of tasks that will trigger the automation: 

  - All completed tasks - This option will start the automation for any completed tasks in your ActiveCampaign account.
  - Segment completed tasks - This option allows you to specify particular tasks that will trigger the automation via a segment builder.

6. If you selected Segment completed tasks, customize your segment by choosing the condition(s) using the following options: 

  - Task outcome
  - Task relates to
  - Task title
  - Task type

7. Decide if the trigger will run once or multiple times—select accordingly. 8. Click Save. 9. Continue to build your automation with appropriate actions based on your desired outcome. When you are done, set your automation to active.

2. With the "Add Task" Automation Action[edit | edit source]

This option is specifically for deal tasks: 1. Click on Automations to navigate to the Automations Overview page. 2. Click on Edit for the automation you wish to adjust. 3. Click the CRM option within the right Actions menu. 4. Drag the Add Task action to your desired position in the automation. 5. Fill out the Add Task modal with the necessary details, including: 

  - Task title
  - Task description
  - Task type (e.g., Call, Email, Lunch, Meeting)
  - Assigned user (from the Assigned to dropdown)
  - Due date
  - The deal to which the task pertains
  - The pipeline the deal belongs to
  - Select the automation to trigger once the task is marked as complete using the Start dropdown, and choose the When option as Task is completed.

6. Click Save.

3. From the Deal or Contact Record[edit | edit source]

You can also trigger an automation directly from a deal or contact record: 1. For a deal record: 

  - Click on Deals and select the deal.
  - Click on Add a Task in the Tasks widget.
  - Fill out the required information in the Add a Task window, ensuring to check the Trigger an automation option and specifying the desired automation.
  - Complete your entries and click Add Task.

2. For a contact record: 

  - Click on Contacts and select the contact.
  - Navigate to the Tasks section and click Add a Task.
  - Fill out the necessary fields in the Add a Task modal.
  - Ensure the Trigger an automation box is checked before clicking Add Task.

Configuration Options and Settings[edit | edit source]

The following configuration options are crucial when setting up automations triggered by task completion:

- Trigger types: Either select All completed tasks for a general trigger or use Segment completed tasks to customize which specific tasks will activate the automation. - Conditions for segmentation: Possible conditions include Task outcome, Task relates to, Task title, and Task type, allowing specific configurations tailored to various scenarios. - Execution options: Choose if the trigger should run once or multiple times based on your requirements. - In the Add Task action, specify the task details such as the title, description, type, due date, and the specific automation to trigger.

Best Practices and Tips[edit | edit source]

- Consider using segment conditions when creating automations to target more specific tasks that require different follow-up actions. - It is advisable to regularly review and organize your task completions to avoid unnecessary clutter in the automation flow. - Use reminders for tasks to ensure you or your team are prepared to engage with contacts immediately after a task goes to completion. - Experiment with different automation recipes to find workflows that best suit your business needs.

Troubleshooting[edit | edit source]

If you encounter issues while setting up the automation triggers: - Ensure that you have selected the correct task type and automation in the respective modals. - Check if the automations you are trying to add contacts to are indeed active. - Review segment conditions to make sure they are correctly defined and do not inadvertently exclude relevant tasks.

Related Features[edit | edit source]

For further reading on related functionalities, check out: - Automations - Task Management - CRM Features

FAQ[edit | edit source]

Q1: Can I trigger multiple automations from a single completed task?[edit | edit source]

No, a single task can trigger only one automation at a time.

Q2: What happens if I select 'All completed tasks'?[edit | edit source]

Selecting 'All completed tasks' will trigger the automation for every completed task across your ActiveCampaign account.

Q3: Can I use this feature for tasks outside of Deals and Contacts?[edit | edit source]

Currently, this feature is specifically designed for tasks pertaining to Deals and Contacts.

Q4: What would be the benefit of using a segmented trigger?[edit | edit source]

Using a segmented trigger allows for more targeted follow-ups by enabling you to define conditions for which tasks should trigger automations.

Q5: How do I know if my task automation has run?[edit | edit source]

You can check the task completion logs and automation history within the ActiveCampaign dashboard for confirmation of actions taken.

Q6: Is there a limit to the number of tasks I can create?[edit | edit source]

There may be limits based on your specific ActiveCampaign plan, so please consult your plan details for specifics.

Q7: What if the automation doesn’t run as expected after a task is completed?[edit | edit source]

If the automation isn’t running as expected, verify your task settings and ensure all conditions are correctly met, including checking the trigger setup.

By leveraging the capabilities of the task completion automation triggers in ActiveCampaign, you can significantly enhance your operational efficiency and ensure timely follow-ups with your contacts. For more extensive details about this and other functionalities, visit the Automations section on ActiveCampaign's help site.

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