Event Tracking

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Using Event Tracking to Trigger Automations

Event tracking in ActiveCampaign is an essential feature that allows you to collect and utilize specific events that a contact takes on your website or application. These events can range from signups and transactions to cancellations and other pivotal customer actions. By leveraging these insights, businesses can create tailored sales and marketing automations that respond proactively to customer behavior. This guide covers how you can use event tracking to trigger powerful automations in your ActiveCampaign account.

How to Access Event Tracking

To set up event tracking, you need to access the automation builder within your ActiveCampaign account. Follow these steps:

1. Navigate to the Automation section in your ActiveCampaign dashboard. 2. Choose the automation you want to modify or create a new one. 3. Look for the option to add a trigger by clicking on “Add Start Trigger.”

This process leads you to the necessary configurations for setting up event tracking.

Step-by-Step Instructions

To create a trigger using event tracking, follow these detailed steps:

1. **Add a Start Trigger**: Once in the automation editor, select “Add Start Trigger.”

  ![Event is recorded trigger in select a trigger modal](https://help.activecampaign.com/system/photos/360078964759/_DSC5836_Sarah.jpg)

2. **Select Event Trigger**: In the trigger selection modal, choose “Event is recorded” from the list of available options.

3. **Choose Your Event**: A new dropdown will appear where you can select the specific event you want to use to initiate the automation.

4. **Set Execution Frequency**: Determine whether the event should trigger the automation once or multiple times. After making your selection, click on the “Add Start” button to confirm.

5. **Advanced Options (Optional)**: If desired, you can further segment contacts based on multiple conditions. This allows you to ensure that only contacts meeting both trigger and event specifications can enter your automation.

   - For example, if you want the automation to start only when a contact is subscribed to your list and has signed up for a service, configure this in the **Advanced Options** by selecting the appropriate conditions.

6. **Segmentation Based on Event Value**: You can also implement conditions based on the event value passed through the event API. Define whether the event occurred or did not occur using the segment options.

   ![Event condition Operator options Example](https://help.activecampaign.com/system/photos/16158180232860/Event%20condition%20Operator%20options%20Example.jpg)

7. **Save Your Configuration**: After setting everything up, make sure to click on the **Save** button to preserve your configured settings.

Configuration Options and Settings

When configuring event tracking, keep an eye on the following important options:

- **Event Condition**: This allows you to decide what event specifically triggers the automation. - **Execution Frequency**: Determine if the trigger fires once or multiple times based on the event occurrence. - **Advanced Options**: Use this to add more complexity to your triggers by segmenting contacts based on specific conditions that involve other triggers.

Best Practices and Tips

To maximize the effectiveness of your Event Tracking automations, consider the following best practices:

1. **Identify Key Events**: Focus on tracking events that have significant implications for your business, such as subscription upgrades or downgrades.

2. **Clean and Accurate Tracking**: Ensure that events are recorded accurately to avoid false triggers. Misleading data can lead to ineffective marketing communications.

3. **Use Segmentation Wisely**: Take advantage of segmentation options within triggers to refine your audience and ensure that the right contacts receive the right messages.

4. **Regularly Update Triggers**: Review and update your event triggers periodically to align with updated business goals and customer journeys.

Common Use Cases

Event tracking is versatile and can support various marketing and sales strategies. Here are a few common scenarios:

1. **Sales Automation for Signups**: Trigger an automation to welcome new subscribers immediately after they sign up for your service.

2. **Reaction to Downgrades**: Activate a series of follow-up emails when a contact downgrades their subscription, nudging them towards reconsidering their decision.

3. **Customer Reengagement**: Send automated reengagement emails to contacts who have not interacted with your content for a specific period following an event.

4. **Monitoring Customer Satisfaction**: Use events tied to feedback forms or surveys to send automated thank-you emails or further engagement prompts.

Troubleshooting

If you encounter issues with event tracking not functioning as expected, consider the following:

- Verify that events are correctly set up in your application or website. - Check that the appropriate automation has been activated and published. - Ensure that contacts meet both the event condition and any segmentation criteria you've established.

FAQ

What types of events can I track?

You can track a variety of events, including signups, purchases, downgrades, cancellations, and more.

How many times can an event trigger an automation?

You can configure the trigger to activate either once or multiple times, depending on your specified requirements.

Can I segment users based on event history?

Yes, you can segment users based on the specific event occurrences or conditions nested within the trigger.

Is event tracking available on all ActiveCampaign plans?

Event tracking is available for Plus, Pro, and Enterprise plan types.

What should I do if my event doesn’t seem to trigger automations?

Double-check your event setup in your application and ensure that the automation is live and active.

How can I view recorded events?

You can view recorded events through the Event Tracking reports available in your ActiveCampaign account.

Please refer to the additional resources for more in-depth information on configuring and utilizing event tracking effectively in ActiveCampaign. ```