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'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[2024 Release Notes]] > Action Updates
'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[2024 Release Notes]] > Action Updates


= Action Updates: Update Deal Title, Stage, and More =
= Action Updates: Sub/Unsub, Add/Remove Tag, Math =


== Introduction ==
== Introduction ==
As of August 2024, ActiveCampaign has released significant updates to commonly used automation actions, enhancing the usability and overall efficiency of the platform’s automation builder. Specifically, the updates apply to the following key automation actions:


The '''September 2024 Action Updates''' in ActiveCampaign bring significant enhancements to deal-related automation actions. These updates aim to improve ease of use, personalization, and workflow clarity across marketing and sales automations.
* '''Subscribe & Unsubscribe from List'''
* '''Add & Remove Tag'''
* '''Perform Math'''


With the newly enhanced automation actions like '''Update deal title''', '''Update deal stage''', '''Update deal value''', and others, users can automate their customer relationship management processes more efficiently.
These improvements introduce redesigned interfaces, streamlined workflows, and increased clarity when setting up automation steps, enabling marketers to build faster, more intuitive, and scalable automations. With these enhancements, managing contact list memberships, engagement tags, and performing field-based arithmetic becomes more direct and error-resilient.


This article walks through how to access and implement these updates, outlines the configuration settings, shares best practices, and answers common questions.
This feature update applies to all plan types: Starter, Plus, Professional, and Enterprise.


== How to Access This Feature ==
== How to Access This Feature ==
The updated automation actions are accessible through the [Automations] section of your ActiveCampaign account. To use the new interface enhancements for Sub/Unsub actions, Tag actions, or Math actions:


Action updates, including the enhanced deal automation options, are available within the Automation Builder under the deal-specific actions. To access the improved automation actions for deals, follow these steps:
# Navigate to the '''Automations''' page from your dashboard.
# Click on '''Create an automation''' or open an existing one.
# In the '''Automation Canvas''', click the '''+''' icon to add a new action.
# From the list of available actions, select:
## '''Contacts > Subscribe to List''' or '''Unsubscribe from List'''
## '''Contacts > Add Tag''' or '''Remove Tag'''
## '''Contacts > Perform Math'''


1. Navigate to your ActiveCampaign dashboard.
Each of these action types now includes layout, search, and field selection enhancements as of this release.
2. Select the '''Automations''' tab from the left sidebar.
3. Open an existing automation or click '''Create an Automation'''.
4. In the automation workflow interface, click '''+''' to add a new action.
5. Locate the updated deal actions under the '''CRM''' section.
 
You will now see the redesigned and enhanced options such as:
 
* '''Update deal title'''
* '''Update deal stage'''
* '''Update deal value'''
* '''Update deal status'''
* '''Update deal owner'''
* '''Add deal'''
* '''Convert deal'''


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
The following sections describe the detailed steps to use each upgraded automation action.


Each updated action includes an improved layout, streamlined configuration, and added flexibility for better control and faster automation setup.
=== Subscribe & Unsubscribe from List ===


Below are steps for using several updated actions:
# In your automation, click the '''+''' to add an action.
# Choose '''Contacts''' > '''Subscribe to List''' or '''Unsubscribe from List'''.
# A new configuration panel opens:
### All your available lists are displayed in a single organized menu (no more drop-down scrolls).
# Select the list(s) you want the contact to be subscribed or unsubscribed to.
# Click '''Save''' when finished.


=== Update Deal Title ===
**Key Improvements:**
* Lists are now displayed in a clear, visual selector.
* No need to scroll through long drop-down menus.


1. In your automation, click '''+''' to add a new action.
=== Add & Remove Tag ===
2. From the action menu, choose '''CRM > Update deal title'''.
3. Select the deal you want to update (you can use personalization fields).
4. Enter a new deal title or use variables such as contact name for dynamic updates.
5. Click '''Save'''.


This allows you to keep deal names consistent, personalized, and reflective of the contact's journey.
# Inside your automation, click the '''+''' icon to add a new action.
# Choose '''Contacts > Add Tag''' or '''Remove Tag'''.
# Begin typing in the tag input box.
### Enhanced search now auto-suggests matching tag names as you type.
# Select an existing tag or create a new one directly.
# Click '''Save''' to apply your changes.


=== Update Deal Stage ===
**Key Improvements:**
* Faster tag search and selection.
* Reduction of redundant tag entries.


1. Click the '''+''' icon within your automation.
=== Perform Math ===
2. Select '''CRM > Update deal stage'''.
3. Choose the pipeline and specific stage to move the deal to.
4. Click '''Save'''.


Perfect for progressing deals forward as triggers are met (e.g., email opened, form submitted).
# On the canvas, click the '''+''' icon and choose '''Contacts > Perform Math'''.
# In the new math interface:
### Select a '''Contact Field''' or '''Deal Field''' you want to modify.
### Choose a mathematical operation: **Add**, **Subtract**, **Multiply**, or **Divide**.
### Enter the numeric value to apply.
# Click '''Save'''.


=== Update Deal Value ===
**Key Improvements:**
* Standardized operation panel across contact and deal fields.
* Simple and consistent configuration format for numeric automation logic.


1. Add a new automation action and choose '''Update deal value''' under the CRM section.
== Configuration Options and Settings ==
2. Enter a new monetary value or use custom fields for dynamic assignment.
3. Optionally, use conditions or tags to determine when this change should apply.
4. Click '''Save'''.


This is especially useful when users want to auto-categorize high-value leads.
Each of the updated action types includes specific configurable fields that benefit from the enhanced design:


=== Update Deal Status ===
=== For '''Subscribe/Unsubscribe from List''' ===
* **List Selector**: Displays all lists in a flat, scroll-free interface for quick selection.
* **Multiple List Selection**: Add or remove a contact from multiple lists at once.


1. Add a new action block and choose '''Update deal status'''.
=== For '''Add/Remove Tag''' ===
2. Choose the status: Open, Won, or Lost.
* **Tag Input Field**: Allows input of existing tags or creation of new tags.
3. Use this to automatically mark deals as won/lost as workflows reach their completion.
* **Smart Suggestions**: Real-time predictive tag suggestions as you type.
4. Click '''Save'''.


Automating status transitions ensures data accuracy and sales transparency.
=== For '''Perform Math''' ===
* **Field Picker**: Choose a target field from available Contact or Deal fields.
* **Math Operation Dropdown**: Select from **Add**, **Subtract**, **Multiply**, **Divide**.
* **Value Input Field**: Specify a numeric value to apply to the chosen field.


=== Update Deal Owner ===
== Best Practices and Tips ==
 
1. In your automation, insert the '''Update deal owner''' block.
2. Select a team member or owner to assign newly updated deals to.
3. This keeps deals properly distributed across your sales team based on rules or source.
4. Click '''Save'''.
 
=== Add Deal ===
 
1. Choose '''Add deal''' from the CRM actions.
2. Enter a title, assign pipeline, stage, and value.
3. Optionally, assign an owner.
4. Click '''Save'''.
 
This action helps create deals automatically when specific triggers such as new signup, demo request, or lead source appear.
 
=== Convert Deal ===
 
1. Select '''Convert deal''' from the action menu.
2. This step helps in transitioning a contact from one status to another during the deal lifecycle.
3. Configure specifics based on your pipeline logic.
4. Save your action to finalize setup.
 
== Configuration Options and Settings ==
 
Each action above provides a simplified layout with fields pre-validated to reduce errors. Below are key configuration elements provided in each action type:
 
* '''Title Field''': Enter static text or use personalization for dynamic deal titles.
* '''Deal Pipeline Selector''': Assign deals to specific pipelines based on automation logic.
* '''Stage Dropdown''': Allows placement of the deal in the correct chronological phase.
* '''Monetary Value Input''': Set explicit values or calculate based on custom fields.
* '''Owner Assignment Field''': Auto-assign deals to appropriate team users.
* '''Status Option''': Mark deals as Open, Won, or Lost as per workflow logic.
 
All fields offer support for personalization tokens to allow greater customization.


== Best Practices and Tips ==
* Use the enhanced '''Subscribe/Unsubscribe from List''' UI to streamline contact list management and minimize errors caused by wrong list selections.
* Create a tagging taxonomy and naming structure before using '''Add/Remove Tag''' to avoid clutter and duplication.
* Combine the '''Perform Math''' action with conditional triggers to create dynamic scoring mechanisms (e.g., engagement, lead readiness).
* Test new automation flows using internal test contacts before deploying them live.
* Document custom math logic within team collaboration tools to ensure usage clarity.


* Use **personalization fields** generously to name deals and assign values dynamically based on contact data.
== Common Use Cases With Examples ==
* Automate **deal stage transitions** to align closely with contact behavior (e.g., purchases, email clicks).
* Leverage **conditional logic** or **Split actions** along with these updates to tailor when a deal should move forward or change value.
* Consistently **update deal owners** based on source to streamline sales assignment.
* Combine updated actions with other CRM triggers such as **Add note**, **Tag contact**, or **Split testing** for a holistic automation experience.


== Common Use Cases with Examples ==
=== Last Chance Before Unsubscribe ===
Use the '''Unsubscribe from List''' action with a delay and engagement condition to create a final attempt at re-engagement before separating inactive contacts. 
**Example:** Automatically unsubscribe a contact from your newsletter list if they haven’t opened any emails in 60 days.


=== 1. Automatically Advance Deals Post Engagement ===
[https://www.activecampaign.com/marketplace/recipe/last-engaged-date-last-chance View Marketplace Example]
If a contact clicks on a CTA in your email campaign, use '''Update deal stage''' to automatically move them to the "Qualified" stage.


=== 2. Dynamically Set Deal Titles ===
=== Add an Engagement Tag ===
Use contact personalization tags in '''Update deal title''' like "Consultation for %CONTACT_NAME%" to track individual opportunities.
Score or categorize contacts who click on campaign links by applying a tag using the '''Add Tag''' action.


=== 3. Increase Deal Value Based on Product Interest ===
[https://www.activecampaign.com/marketplace/recipe/highly-engaged-tagging View Marketplace Example]
When a contact views a high-value product, use '''Update deal value''' to elevate the deal’s potential worth via field mapping.


=== 4. Assign Owners by Deal Source ===
=== Track Ad Clicks With Math Update ===
Apply the '''Update deal owner''' action based on which signup form they've submitted to personalize outreach.
Use '''Perform Math''' to increment a value in an engagement field every time a linked ad is clicked.


=== 5. Create and Advance Deal Seamlessly ===
[https://www.activecampaign.com/marketplace/recipe/track-ad-clicks-from-social View Marketplace Example]
Trigger an '''Add deal''' action followed by '''Update deal stage''' to move deals through your pipeline as behavior changes.


== Troubleshooting ==
== Troubleshooting ==


If you experience issues while using these updated actions:
=== Missing Lists or Tags Not Appearing ===
Ensure that your lists or tags have been previously created in the Lists or Contacts settings. If newly created items are not appearing:
* Refresh the automation builder.
* Clear browser cache.
* Confirm proper account permissions.


* **Missing Fields or Errors**: Ensure fields like '''Stage''' or '''Owner''' have correct selections and that the contact has a deal record.
=== Math Action Not Performing as Expected ===
* **Action Not Triggering**: Confirm that the trigger leading to the update is valid and that the automation is active.
* Double-check that the selected field is a numeric type (non-numeric text fields are not compatible).
* **Personalization Tokens Not Resolving**: Validate that the chosen personalization field exists and is correctly formatted.
* Ensure that your input value is not blank and uses the correct decimal format.
* **Incorrect Deal Assignment**: Verify that '''Owner''' or pipeline selections are set correctly within the action.


Restart your automation or reconfigure the desired action with updated inputs if issues persist.
=== Action Not Triggering ===
* Verify trigger conditions upstream in your automation flow.
* Ensure contacts meet all prerequisite logic before this action executes.


== Related Features ==
== Related Features ==
* [[Automation]] – These action updates are part of the broader automation system.
* [[2024 Release Notes]] – See other 2024 platform enhancements.
* [[ActiveCampaign Release Notes]] – For full release history and platform updates.
* See also related improvements like the [[SMS Automation Action Improvements]] and [[Automation Canvas Enhancements]].


The following articles may be helpful when working with these updated actions:
== Frequently Asked Questions ==
 
* [[Automation]]
* [[2024 Release Notes]]
* [[ActiveCampaign Release Notes]]
 
Also see:
 
* [https://help.activecampaign.com/hc/en-us/articles/218251828-Automation-actions-explained Automation actions explained]
* [https://help.activecampaign.com/hc/en-us/articles/15759175768732-Action-Updates-Split-Start-End-Add-Note-and-more Action Updates: Split, Start/End, Add Note, and more]
 
== FAQ ==
 
=== What are action updates in ActiveCampaign automations? ===
Action updates refer to enhancements released in September 2024 that improve deal-based automation actions like updating title, stage, value, and owner. These changes enhance usability and efficiency.
 
=== Can I personalize the deal title in automations? ===
Yes, using personalization fields (e.g., contact name), you can dynamically generate deal titles in the '''Update deal title''' action.


=== Are these actions part of existing automations or do I need to rebuild them? ===
=== What are the main benefits of this update? ===
You can update existing automations. The new features are integrated into the existing action panel, so they can be added or modified without rebuilding workflows.
The updates simplify the setup of automations, making actions faster to configure, less prone to error, and easier to navigate.


=== How do I choose the correct deal stage or owner? ===
=== Can I use multiple actions together? ===
Each action includes selectors for available pipelines, stages, and owners. Choose the most appropriate option based on your CRM setup and logic.
Yes. For example, you can subscribe a user to a list and then immediately add an engagement tag or perform a math operation based on their behavior.


=== Will these updates impact contacts already in the automation? ===
=== Are these updates available in all plans? ===
If the updated actions are added to an active automation, only contacts who reach that step afterward will experience the new logic.
Yes. These automation action updates are available in Starter, Plus, Pro, and Enterprise plans.


=== Can I still use the old deal actions? ===
=== Will I lose my existing configurations? ===
No. The old versions have been replaced by the updated actions with an improved user interface and enhanced functionality.
No. Existing automation actions remain untouched. These changes apply to newly added actions and updated UI flows.


=== Are these features available on all plan tiers? ===
=== Can I perform math on custom fields? ===
While not explicitly stated in the documentation, most deal-related automation actions require access to CRM functionality, which may be plan-dependent.
Yes, as long as the custom field is numeric. You can apply arithmetic operations to both standard and custom numeric fields.


== Conclusion ==
=== How do I find my tags or lists when creating an action? ===
The updated UI includes improved filtering and auto-suggestion features so you can easily find or create tags/lists.


The September 2024 updates to deal automation actions mark a significant improvement in how ActiveCampaign users can manage and automate their deal workflows. By streamlining and personalizing steps like updating deal titles, advancing stages, modifying values, and assigning owners, users are empowered to save time and drive better CRM results. Take advantage of these enhancements to keep your sales funnels running efficiently and intelligently.
=== Do I need to rebuild my automations to use these updates? ===
No. You only need to update individual actions within an automation if you want to use the improved layouts. Existing actions continue to function as before.


For more information, visit the [[2024 Release Notes]] or explore related resources through the Automation Builder.
== Additional Resources ==
* [https://www.activecampaign.com/blog/2024-automation-enhancements Setting new standards for marketing automation in 2024]
* [https://help.activecampaign.com/hc/en-us/articles/12225946427420-How-to-manage-unsubscribes-and-list-associations-in-automations How to manage unsubscribes and list associations in automations]
* [https://www.activecampaign.com/marketplace/recipe/tag-ad-clicks Tag ad or site clicks using automation]
* [https://www.activecampaign.com/marketplace/recipe/track-ad-clicks-from-social Track ad clicks from social using math operations]

Latest revision as of 06:05, 2 November 2025

Navigation: Main_Page > ActiveCampaign Release Notes > 2024 Release Notes > Action Updates

Action Updates: Sub/Unsub, Add/Remove Tag, Math[edit | edit source]

Introduction[edit | edit source]

As of August 2024, ActiveCampaign has released significant updates to commonly used automation actions, enhancing the usability and overall efficiency of the platform’s automation builder. Specifically, the updates apply to the following key automation actions:

  • Subscribe & Unsubscribe from List
  • Add & Remove Tag
  • Perform Math

These improvements introduce redesigned interfaces, streamlined workflows, and increased clarity when setting up automation steps, enabling marketers to build faster, more intuitive, and scalable automations. With these enhancements, managing contact list memberships, engagement tags, and performing field-based arithmetic becomes more direct and error-resilient.

This feature update applies to all plan types: Starter, Plus, Professional, and Enterprise.

How to Access This Feature[edit | edit source]

The updated automation actions are accessible through the [Automations] section of your ActiveCampaign account. To use the new interface enhancements for Sub/Unsub actions, Tag actions, or Math actions:

  1. Navigate to the Automations page from your dashboard.
  2. Click on Create an automation or open an existing one.
  3. In the Automation Canvas, click the + icon to add a new action.
  4. From the list of available actions, select:
    1. Contacts > Subscribe to List or Unsubscribe from List
    2. Contacts > Add Tag or Remove Tag
    3. Contacts > Perform Math

Each of these action types now includes layout, search, and field selection enhancements as of this release.

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

The following sections describe the detailed steps to use each upgraded automation action.

Subscribe & Unsubscribe from List[edit | edit source]

  1. In your automation, click the + to add an action.
  2. Choose Contacts > Subscribe to List or Unsubscribe from List.
  3. A new configuration panel opens:
      1. All your available lists are displayed in a single organized menu (no more drop-down scrolls).
  4. Select the list(s) you want the contact to be subscribed or unsubscribed to.
  5. Click Save when finished.
    • Key Improvements:**
  • Lists are now displayed in a clear, visual selector.
  • No need to scroll through long drop-down menus.

Add & Remove Tag[edit | edit source]

  1. Inside your automation, click the + icon to add a new action.
  2. Choose Contacts > Add Tag or Remove Tag.
  3. Begin typing in the tag input box.
      1. Enhanced search now auto-suggests matching tag names as you type.
  4. Select an existing tag or create a new one directly.
  5. Click Save to apply your changes.
    • Key Improvements:**
  • Faster tag search and selection.
  • Reduction of redundant tag entries.

Perform Math[edit | edit source]

  1. On the canvas, click the + icon and choose Contacts > Perform Math.
  2. In the new math interface:
      1. Select a Contact Field or Deal Field you want to modify.
      2. Choose a mathematical operation: **Add**, **Subtract**, **Multiply**, or **Divide**.
      3. Enter the numeric value to apply.
  3. Click Save.
    • Key Improvements:**
  • Standardized operation panel across contact and deal fields.
  • Simple and consistent configuration format for numeric automation logic.

Configuration Options and Settings[edit | edit source]

Each of the updated action types includes specific configurable fields that benefit from the enhanced design:

For Subscribe/Unsubscribe from List[edit | edit source]

  • **List Selector**: Displays all lists in a flat, scroll-free interface for quick selection.
  • **Multiple List Selection**: Add or remove a contact from multiple lists at once.

For Add/Remove Tag[edit | edit source]

  • **Tag Input Field**: Allows input of existing tags or creation of new tags.
  • **Smart Suggestions**: Real-time predictive tag suggestions as you type.

For Perform Math[edit | edit source]

  • **Field Picker**: Choose a target field from available Contact or Deal fields.
  • **Math Operation Dropdown**: Select from **Add**, **Subtract**, **Multiply**, **Divide**.
  • **Value Input Field**: Specify a numeric value to apply to the chosen field.

Best Practices and Tips[edit | edit source]

  • Use the enhanced Subscribe/Unsubscribe from List UI to streamline contact list management and minimize errors caused by wrong list selections.
  • Create a tagging taxonomy and naming structure before using Add/Remove Tag to avoid clutter and duplication.
  • Combine the Perform Math action with conditional triggers to create dynamic scoring mechanisms (e.g., engagement, lead readiness).
  • Test new automation flows using internal test contacts before deploying them live.
  • Document custom math logic within team collaboration tools to ensure usage clarity.

Common Use Cases With Examples[edit | edit source]

Last Chance Before Unsubscribe[edit | edit source]

Use the Unsubscribe from List action with a delay and engagement condition to create a final attempt at re-engagement before separating inactive contacts.

    • Example:** Automatically unsubscribe a contact from your newsletter list if they haven’t opened any emails in 60 days.

View Marketplace Example

Add an Engagement Tag[edit | edit source]

Score or categorize contacts who click on campaign links by applying a tag using the Add Tag action.

View Marketplace Example

Track Ad Clicks With Math Update[edit | edit source]

Use Perform Math to increment a value in an engagement field every time a linked ad is clicked.

View Marketplace Example

Troubleshooting[edit | edit source]

Missing Lists or Tags Not Appearing[edit | edit source]

Ensure that your lists or tags have been previously created in the Lists or Contacts settings. If newly created items are not appearing:

  • Refresh the automation builder.
  • Clear browser cache.
  • Confirm proper account permissions.

Math Action Not Performing as Expected[edit | edit source]

  • Double-check that the selected field is a numeric type (non-numeric text fields are not compatible).
  • Ensure that your input value is not blank and uses the correct decimal format.

Action Not Triggering[edit | edit source]

  • Verify trigger conditions upstream in your automation flow.
  • Ensure contacts meet all prerequisite logic before this action executes.

Related Features[edit | edit source]

Frequently Asked Questions[edit | edit source]

What are the main benefits of this update?[edit | edit source]

The updates simplify the setup of automations, making actions faster to configure, less prone to error, and easier to navigate.

Can I use multiple actions together?[edit | edit source]

Yes. For example, you can subscribe a user to a list and then immediately add an engagement tag or perform a math operation based on their behavior.

Are these updates available in all plans?[edit | edit source]

Yes. These automation action updates are available in Starter, Plus, Pro, and Enterprise plans.

Will I lose my existing configurations?[edit | edit source]

No. Existing automation actions remain untouched. These changes apply to newly added actions and updated UI flows.

Can I perform math on custom fields?[edit | edit source]

Yes, as long as the custom field is numeric. You can apply arithmetic operations to both standard and custom numeric fields.

How do I find my tags or lists when creating an action?[edit | edit source]

The updated UI includes improved filtering and auto-suggestion features so you can easily find or create tags/lists.

Do I need to rebuild my automations to use these updates?[edit | edit source]

No. You only need to update individual actions within an automation if you want to use the improved layouts. Existing actions continue to function as before.

Additional Resources[edit | edit source]

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