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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: Send 1:1 Email, Notification, & more =
= Action Updates: Update Deal Title, Stage, and More =


== Introduction ==
== Introduction ==


In September 2024, ActiveCampaign introduced significant enhancements to several commonly used automation actions. These updates aim to streamline user experience with refreshed layouts, simplified configuration, and improved functionality, allowing users to set up and manage marketing automations faster and with greater efficiency.
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.


The actions affected by these updates include:
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.
* **Send 1:1 Email**
* **Send Notification**
* **Complete Deal Task**
* **Update Contact Field**
* **Update Contact Score**


These enhancements are part of ActiveCampaign’s continuing efforts to make automation more powerful and intuitive, helping businesses of all sizes activate personalized experiences with ease.
This article walks through how to access and implement these updates, outlines the configuration settings, shares best practices, and answers common questions.


This feature is available across the following ActiveCampaign plans:
== How to Access This Feature ==
* Starter
* Plus
* Pro
* Enterprise


== How to Access Updated 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:


You can access these updated actions within the '''Automations''' builder in your ActiveCampaign account. The enhanced interface automatically appears when you:
1. Navigate to your ActiveCampaign dashboard.
1. Create a new automation
2. Select the '''Automations''' tab from the left sidebar.
2. Add any of the updated actions listed in this article
3. Open an existing automation or click '''Create an Automation'''.
3. Open an existing automation and select one of the affected actions
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:


No manual updates or settings changes are required to enable the new versions—they are available immediately in the automation workflow setup.
* '''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 ==


Follow the steps below to access and configure any of the updated automation actions.
Each updated action includes an improved layout, streamlined configuration, and added flexibility for better control and faster automation setup.
 
Below are steps for using several updated actions:


=== Accessing Updated Actions in Automations ===
=== Update Deal Title ===
1. Navigate to your ActiveCampaign dashboard.
 
2. Click on the '''Automations''' tab from the left-hand menu.
1. In your automation, click '''+''' to add a new action.
3. Click '''Create an automation''', or open an existing automation from the list.
2. From the action menu, choose '''CRM > Update deal title'''.
4. In the automation editor, click the '''+''' button to add a new action.
3. Select the deal you want to update (you can use personalization fields).
5. From the action categories, select '''Conditions and Workflow''', then choose one of the updated actions:
4. Enter a new deal title or use variables such as contact name for dynamic updates.
  * **Send 1:1 Email**
5. Click '''Save'''.
  * **Send Notification**
 
  * **Complete Deal Task**
This allows you to keep deal names consistent, personalized, and reflective of the contact's journey.
  * **Update Contact Field**
 
  * **Update Contact Score**
=== Update Deal Stage ===
 
1. Click the '''+''' icon within your automation.
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).
 
=== Update Deal Value ===
 
1. Add a new automation action and choose '''Update deal value''' under the CRM section.
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 these now includes refined layouts and setup steps.
=== Update Deal Status ===


=== Configuring Each Action ===
1. Add a new action block and choose '''Update deal status'''.
2. Choose the status: Open, Won, or Lost.
3. Use this to automatically mark deals as won/lost as workflows reach their completion.
4. Click '''Save'''.


==== Send 1:1 Email ====
Automating status transitions ensures data accuracy and sales transparency.
This action allows you to send a personalized, direct email from a specific user to a contact.
1. Choose the **Send 1:1 Email** action.
2. Select the sender using the '''From''' dropdown menu.
3. Enter the subject line in the '''Subject''' field.
4. Compose your email using the visual editor.
5. Use personalization tags as needed to tailor your message.
6. Click '''Save''' to finalize.


==== Send Notification ====
=== Update Deal Owner ===
Use this action to notify teammates or other recipients when specific automation conditions are met.
1. Select the **Send Notification** action.
2. Enter recipient email addresses in the '''To''' field.
3. Use the '''Subject''' and '''Body''' fields to customize the message.
4. Add personalization fields to include contact details.
5. Click '''Save''' to confirm your settings.


==== Complete Deal Task ====
1. In your automation, insert the '''Update deal owner''' block.
Automatically mark a deal task as completed in an automation.
2. Select a team member or owner to assign newly updated deals to.
1. Choose **Complete Deal Task**.
3. This keeps deals properly distributed across your sales team based on rules or source.
2. Select the task type from the dropdown menu.
3. Define any additional parameters or conditions.
4. Click '''Save'''.
4. Click '''Save'''.


==== Update Contact Field ====
=== Add Deal ===
Dynamically modify contact fields based on automation logic.
1. Choose **Update Contact Field**.
2. Select which field to update.
3. Specify the new value to assign.
4. Confirm with '''Save'''.


==== Update Contact Score ====
1. Choose '''Add deal''' from the CRM actions.
Adjust the contact score when defined behaviors are observed.
2. Enter a title, assign pipeline, stage, and value.
1. Choose **Update Contact Score**.
3. Optionally, assign an owner.
2. Select whether to increment or decrement the score.
3. Define the number of points.
4. Click '''Save'''.
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 ==
== Configuration Options and Settings ==


Each updated action comes with simplified configuration panels designed for clarity and speed. Some notable features and fields include:
Each action above provides a simplified layout with fields pre-validated to reduce errors. Below are key configuration elements provided in each action type:


* **From**: Who the email is sent from in the **Send 1:1 Email** action.
* '''Title Field''': Enter static text or use personalization for dynamic deal titles.
* **To**: Email recipients for **Send Notification**.
* '''Deal Pipeline Selector''': Assign deals to specific pipelines based on automation logic.
* **Subject**: Used in both email and notification actions.
* '''Stage Dropdown''': Allows placement of the deal in the correct chronological phase.
* **Body**: The content/message to be delivered.
* '''Monetary Value Input''': Set explicit values or calculate based on custom fields.
* **Field to update**: Available with the **Update Contact Field** action.
* '''Owner Assignment Field''': Auto-assign deals to appropriate team users.
* **Point change**: Configure increment/decrement for **Update Contact Score**.
* '''Status Option''': Mark deals as Open, Won, or Lost as per workflow logic.
* **Task Type**: When marking tasks as complete using **Complete Deal Task**.


All components align with standard automation usability conventions, ensuring both new and experienced users can easily apply these tools.
All fields offer support for personalization tokens to allow greater customization.


== Best Practices and Tips ==
== Best Practices and Tips ==


Consider the following best practices when implementing these updated actions in your automations:
* Use **personalization fields** generously to name deals and assign values dynamically based on contact data.
* 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.


* **Test before launching live automations** – Create test versions to verify expected results.
== Common Use Cases with Examples ==
* **Use personalization to improve engagement** – Add contact-specific data in emails and notifications.
* **Track impact through reports** – Monitor how these updated actions influence deal progress and contact engagement.
* **Structure naming conventions** – Use consistent naming in your automation steps to make workflows easier to read.
* **Combine with triggers and conditions** – These actions are most powerful when paired with entry triggers and conditional logic for dynamic automation paths.


== Common Use Cases with Examples ==
=== 1. Automatically Advance Deals Post Engagement ===
If a contact clicks on a CTA in your email campaign, use '''Update deal stage''' to automatically move them to the "Qualified" stage.


Here are some of the most effective ways users are applying these enhanced actions:
=== 2. Dynamically Set Deal Titles ===
Use contact personalization tags in '''Update deal title''' like "Consultation for %CONTACT_NAME%" to track individual opportunities.


* **Lead Follow-Up**: After a lead fills out a form, trigger a **Send 1:1 Email** with personalized follow-up from a sales rep.
=== 3. Increase Deal Value Based on Product Interest ===
* **Internal Task Completion**: Complete internal actions like sales follow-ups using the **Complete Deal Task** action.
When a contact views a high-value product, use '''Update deal value''' to elevate the deal’s potential worth via field mapping.
* **Sales Alerts**: Use **Send Notification** to alert a sales manager when a lead's score reaches a qualifying value.
* **Data Hygiene**: Automatically **Update Contact Field** when a contact engages with a specific campaign.
* **Scoring Based on Activity**: **Update Contact Score** when a contact interacts with high-value content (like webinars or demos).


== Troubleshooting Section ==
=== 4. Assign Owners by Deal Source ===
Apply the '''Update deal owner''' action based on which signup form they've submitted to personalize outreach.


Although these action updates are designed to be seamless, here are some common issues and potential solutions:
=== 5. Create and Advance Deal Seamlessly ===
Trigger an '''Add deal''' action followed by '''Update deal stage''' to move deals through your pipeline as behavior changes.


* **Action not appearing with new layout**:
== Troubleshooting ==
  - Ensure you're accessing the action from within the '''Automations''' builder.
  - Refresh your browser or clear cache if changes don't appear.


* **Emails not sending (Send 1:1 Email)**:
If you experience issues while using these updated actions:
  - Check that the '''From''' email address is connected and verified.
  - Ensure the contact has a valid email address.


* **Notifications not received**:
* **Missing Fields or Errors**: Ensure fields like '''Stage''' or '''Owner''' have correct selections and that the contact has a deal record.
  - Confirm email address accuracy.
* **Action Not Triggering**: Confirm that the trigger leading to the update is valid and that the automation is active.
  - Check spam or junk folders.
* **Personalization Tokens Not Resolving**: Validate that the chosen personalization field exists and is correctly formatted.
* **Incorrect Deal Assignment**: Verify that '''Owner''' or pipeline selections are set correctly within the action.


* **Score not updating**:
Restart your automation or reconfigure the desired action with updated inputs if issues persist.
  - Ensure the **Update Contact Score** values are correctly input.
  - Verify that the contact meets the criteria for triggering the action.


== Related Features ==
== Related Features ==


The updates mentioned in this article relate closely to the following ActiveCampaign components:
The following articles may be helpful when working with these updated actions:


* [[Automation]]
* [[Automation]]
Line 151: Line 154:
* [[ActiveCampaign Release Notes]]
* [[ActiveCampaign Release Notes]]


You may also be interested in the following article:
Also see:
* [[Automation actions explained]]
 
* [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 ==
== FAQ ==


=== What is the purpose of the Action Updates? ===
=== What are action updates in ActiveCampaign automations? ===
To enhance usability and reduce time-to-launch for automation builders by improving the layout and setup process for commonly used automation actions.
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.


=== Which actions were enhanced in this release? ===
=== Are these actions part of existing automations or do I need to rebuild them? ===
Five actions were updated: **Send 1:1 Email**, **Send Notification**, **Complete Deal Task**, **Update Contact Field**, and **Update Contact Score**.
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.


=== How do I know if I'm using the new version of the action? ===
=== How do I choose the correct deal stage or owner? ===
You’ll see the updated layout automatically when adding or editing these actions within the '''Automations''' builder.
Each action includes selectors for available pipelines, stages, and owners. Choose the most appropriate option based on your CRM setup and logic.


=== Do I need to manually update my existing automations? ===
=== Will these updates impact contacts already in the automation? ===
No. The new layout and configuration experience will appear for all new action instances. Existing steps will retain their previous settings unless edited.
If the updated actions are added to an active automation, only contacts who reach that step afterward will experience the new logic.


=== Is there any cost to use these updated features? ===
=== Can I still use the old deal actions? ===
These updates are included with your ActiveCampaign subscription on the Starter, Plus, Pro, and Enterprise plans.
No. The old versions have been replaced by the updated actions with an improved user interface and enhanced functionality.


=== Can I roll back to the previous action version? ===
=== Are these features available on all plan tiers? ===
No, legacy UI versions are not available. All users receive the updated interface automatically.
While not explicitly stated in the documentation, most deal-related automation actions require access to CRM functionality, which may be plan-dependent.


=== Where can I learn more about these updates? === 
== Conclusion ==
Refer to [[Automation actions explained]] or visit the [https://www.activecampaign.com/blog/2024-automation-enhancements blog article on automation enhancements].


== See Also ==
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.


* [[Automation]]
For more information, visit the [[2024 Release Notes]] or explore related resources through the Automation Builder.
* [[2024 Release Notes]]
* [[ActiveCampaign Release Notes]]
* [[Automation actions explained]]
* [[Action Updates: Update deal title, stage, and more]]

Revision as of 05:59, 2 November 2025

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

Action Updates: Update Deal Title, Stage, and More

Introduction

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.

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.

This article walks through how to access and implement these updates, outlines the configuration settings, shares best practices, and answers common questions.

How to Access This Feature

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:

1. Navigate to your ActiveCampaign dashboard. 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

Each updated action includes an improved layout, streamlined configuration, and added flexibility for better control and faster automation setup.

Below are steps for using several updated actions:

Update Deal Title

1. In your automation, click + to add a new action. 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.

Update Deal Stage

1. Click the + icon within your automation. 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).

Update Deal Value

1. Add a new automation action and choose Update deal value under the CRM section. 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.

Update Deal Status

1. Add a new action block and choose Update deal status. 2. Choose the status: Open, Won, or Lost. 3. Use this to automatically mark deals as won/lost as workflows reach their completion. 4. Click Save.

Automating status transitions ensures data accuracy and sales transparency.

Update Deal Owner

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 **personalization fields** generously to name deals and assign values dynamically based on contact data.
  • 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

1. Automatically Advance Deals Post Engagement

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

Use contact personalization tags in Update deal title like "Consultation for %CONTACT_NAME%" to track individual opportunities.

3. Increase Deal Value Based on Product Interest

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

Apply the Update deal owner action based on which signup form they've submitted to personalize outreach.

5. Create and Advance Deal Seamlessly

Trigger an Add deal action followed by Update deal stage to move deals through your pipeline as behavior changes.

Troubleshooting

If you experience issues while using these updated actions:

  • **Missing Fields or Errors**: Ensure fields like Stage or Owner have correct selections and that the contact has a deal record.
  • **Action Not Triggering**: Confirm that the trigger leading to the update is valid and that the automation is active.
  • **Personalization Tokens Not Resolving**: Validate that the chosen personalization field exists and is correctly formatted.
  • **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.

Related Features

The following articles may be helpful when working with these updated actions:

Also see:

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?

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.

How do I choose the correct deal stage or owner?

Each action includes selectors for available pipelines, stages, and owners. Choose the most appropriate option based on your CRM setup and logic.

Will these updates impact contacts already in the automation?

If the updated actions are added to an active automation, only contacts who reach that step afterward will experience the new logic.

Can I still use the old deal actions?

No. The old versions have been replaced by the updated actions with an improved user interface and enhanced functionality.

Are these features available on all plan tiers?

While not explicitly stated in the documentation, most deal-related automation actions require access to CRM functionality, which may be plan-dependent.

Conclusion

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.

For more information, visit the 2024 Release Notes or explore related resources through the Automation Builder.

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