Automations and account downgrade FAQs

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Automations and Account Downgrade FAQs

Introduction

Automations in ActiveCampaign allow users to create complex workflows that effectively manage and engage with contacts. However, when users decide to downgrade their account to a lower tier, it’s essential to understand how these changes impact current automations. This article will explain the consequences of downgrading your account, the handling of automations during this process, and provide the necessary steps to rectify any issues that arise from such downgrades.

How to Access This Feature

To view your automations and understand how they may be affected by an account downgrade, log into your ActiveCampaign account and navigate to the Automations section. Within this area, you can monitor the status of your automations, including any that have been deactivated due to changes in your account plan.

Step-by-Step Instructions

1. **Understanding Automation Deactivation**

When you downgrade your account: - Automations will become deactivated if they have triggers or actions that your new plan does not support. - Deactivated automations are placed in a separate section at the top of the Automations Overview page.

1. **Fixing Deactivated Automations**

To restore functionality to your deactivated automations: 1. Identify flagged triggers or actions that have been marked as unsupported. 2. Remove or replace these flagged triggers or actions. 3. Click the Active button to reactivate the automation.

If an automation lacks any valid triggers, you will need to add a new trigger to allow contacts to enter the automation.

Additionally, you can manually add contacts to your automation using the Bulk Editor if needed. For detailed instructions on adding contacts, refer to our specific guide on how to use the Bulk Editor.

1. **Actions for Contacts in Flagged Actions**

In instances of flagged actions, particularly those set to Jump To with a Wait until the conditions are met configuration, contacts will remain in this action until the automation is activated again. Deleting the flagged action will allow contacts to proceed to the next actions in the automation.

1. **Impact of Changing Your Plan**

If you switch to a different plan: - ActiveCampaign will re-evaluate your automations to determine which components may now be valid or invalid based on the new plan features. - Note that automations previously marked deactivated due to a downgrade will not be automatically reactivated.

Configuration Options and Settings

Understanding how to configure your automations post-downgrade can restore their effectiveness. Key settings and options include: - Triggers: Essential to ensure your automation can begin processing contacts. - Actions: These must align with your current plan to function correctly. - Use the options available in the Automations Overview to monitor and adjust your automations.

Best Practices and Tips

- Review your automations before initiating a downgrade to identify any potential issues. - Maintain a clear list of actions and triggers that are supported in your new plan to facilitate easier adjustments. - Regularly check the status of your automations after a downgrade to ensure they are functioning as expected.

Common Use Cases with Examples

- **Downgrading from Pro to Starter Plan:** If your automation initially included ten actions and your new plan only supports five, you will need to streamline the workflow by reducing unmatched actions to ensure contacts can enter again. - **Managing Event Follow-ups:** If you’ve automated follow-ups after an event but have downgraded to a plan that does not support the same triggering conditions, be prepared to revise that automation accordingly.

Troubleshooting Section

- **Why is my automation still inactive?** Check for any flagged triggers or actions from the downgrade. Ensure all unsupported elements are removed. - **Can I still access contacts in deactivated automations?** Yes, but contacts might be stuck in flagged actions until those actions are deleted. - **What if I need features from a higher plan?** You must upgrade your account again to regain access to the full range of automation capabilities.

Related Features

For additional information, you may want to explore related features such as: - Account - Automations - The Bulk Editor

FAQ

1. How many triggers can I have in my automation after downgrading?

You may only retain triggers supported by your new plan; unsupported ones must be removed.

1. What happens to my automations if I switch to a higher plan in the future?

Your automations will be re-evaluated, and you may be able to reactivate previously deactivated components.

1. Can I manually override the automation deactivation rules?

No, the rules are enforced based on the current plan capabilities; adjustments must be made as necessary.

1. How can I tell which actions or triggers are unsupported?

When you downgrade, ActiveCampaign will flag unsupported elements within your automations for you to review.

1. Is there a specific limit to the actions I can configure on the Starter plan?

Yes, typically, automations with more than five actions will be deactivated if you downgrade to a Starter plan.

1. Can I contact support if I am having trouble with my automations?

Yes, you can reach out to ActiveCampaign support for assistance with automation issues at any time.

1. Where can I find more information about available plans and features?

Visit the Account section on ActiveCampaign's website to explore details on features associated with each plan type.

By understanding the implications of account downgrades on automations, you can take proactive steps to ensure your workflows remain effective and your contact engagements stay seamless. ```