This deal's condition

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How to use the "This deal's" condition in automations

Introduction

The This deal's condition allows users to specify parameters relating to a particular deal within an automation in ActiveCampaign. This feature is essential for tailoring automations based on the characteristics of a specific deal, ensuring that the correct deal is updated even if a contact has multiple or older deals. Understanding how to effectively use this condition helps organizations manage their sales processes more efficiently by allowing targeted actions based on specific deal attributes.

How to Access This Feature

To access the This deal's condition, users must navigate to the automation editor within ActiveCampaign. Once inside, the condition can be added to various actions where segments are available, such as in an "If/Else" or "Jump To" actions. This requires that the user has the appropriate plan (Plus, Professional, or Enterprise) and that the automation is triggered by one of the supported deal triggers.

Step-by-Step Instructions

1. **Create a New Automation**:

  - Log into your ActiveCampaign account.
  - Navigate to the **Automations** section from the sidebar and click on **Create an Automation**. 

2. **Select the Trigger**:

  - Choose a trigger that supports the This deal's condition. Options include:
    - Deal field changes
    - Enters a pipeline
    - Deal stage changes
    - Deal status changes
    - Deal value changes
    - Deal owner changes
    - Score changes
    - Date based on a deal field

3. **Add the Conditions**:

  - After selecting your trigger, click on **Add a Condition**.
  - From the conditions menu, select Deal Details > **Trigger Specific Conditions**. Here you will find options such as:
    - This deal's stage
    - This deal's status
    - This deal's owner
    - This deal's value
    - This deal's title
    - This deal's Forecasted Close Date

4. **Set the Segment Criteria**:

  - For example, if you want to check if the deal's value is greater than $200, choose **If/Else** and set it to This deal's value > 200.

5. **Configure Actions Based on Conditions**:

  - Determine what action should follow if the condition is met (the "Yes" path) and what should occur if it’s not met (the "No" path). 

6. **Test Your Automation**:

  - Before activating, test the automation to ensure that it correctly identifies deals according to your set conditions.

Configuration Options and Settings

The following options are essential when configuring the This deal's condition within your automation:

- This deal's stage - This deal's status - This deal's owner - This deal's value - This deal's title - This deal's Forecasted Close Date

These settings provide detailed segmentation which allows users to manage their deals effectively and create more customized communications.

Best Practices and Tips

- Ensure that the automation is triggered by one of the specific deal triggers to utilize This deal's conditions effectively. - Regularly check and update the conditions based on changing deal statuses and values to keep automations relevant. - Consider using targeted actions for personalized communications. For example, you might want to send emails tailored specifically to deal stages, ensuring that messages are timely and contextually relevant.

Common Use Cases with Examples

- **Automated Follow-Ups**: Set up an automation that sends a personalized email to contacts whose deals are in a specific stage, such as “Negotiation,” to encourage engagement. - **Alerting Sales Teams**: If a deal’s status changes to “Won,” trigger an internal notification to the sales team or create a task for follow-up actions. - **Valuation Based Outreach**: Automate deals exceeding a certain value to trigger custom messages, providing opportunities for deeper relationship building with high-value contacts.

Troubleshooting

If you encounter issues with the This deal's conditions: - Double-check that you are using a supported deal trigger; otherwise, the condition may not apply. - Ensure that automation goals are met; if a contact was added to automation manually or via a different trigger, the conditions will not be evaluated.

Related Features

- Automations: Provides a comprehensive overview of automation workflows. - Deals: Outlines the functionalities and setup of deal pipelines within ActiveCampaign. - CRM: Explains how to manage customer relationships effectively.

FAQ

1. **What is the "This deal's" condition in ActiveCampaign?**

  - The This deal's condition allows you to filter automations based on specific attributes of a deal that triggered the automation.

2. **Can I use the "This deal's" condition if the trigger is manual?**

  - No, the condition requires that the deal trigger the automation to function correctly.

3. **What plans are required to use this feature?**

  - The feature is available for users on the Plus, Professional, or Enterprise plans.

4. **Can I test my automation with "This deal's" conditions?**

  - Yes, it is recommended to test automations to ensure the correct conditions are being met.

5. **Are there specific deal triggers that support "This deal's" conditions?**

  - Yes, triggers such as deal field changes, entering a pipeline, and deal stage changes are among them.

6. **What happens if the required deal trigger is removed?**

  - Removing the necessary deal trigger will not produce an error; however, the related conditions may fail to work as intended.

7. **How can I optimize my use of "This deal's" conditions?**

  - Regularly review and update conditions based on current deal statuses and values to ensure your automations remain effective and targeted.

This comprehensive guide should provide clarity on how to utilize the This deal's condition effectively within ActiveCampaign automations. ```