How to segment leads and trigger automations in Active Campaign

Adding Active Campaign tags, subscribing contacts to lists, automations, making contacts pipeline deals and adding notes to contacts

ConvertFlow's powerful automation system let's you trigger automations in Active Campaign on contacts, when they engage with CTAs, submit forms and visit your web pages.

Triggering Active Campaign  automations with forms and buttons
From the CTA builder, click on any form or button elements you add, scroll the options panel to the "Automations" dropdown, and choose "Active Campaign" from the first selection field.
You can then choose the type of automation you would like to trigger.
Active Campaign automation types include...
  • Add a tag
  • Remove a tag
  • Add contact to list
  • Remove contact from list
  • Add contact to automation
  • Remove contact from automation
  • Make contact a deal
  • Add a note to a contact
  • Submit a form (This can be used to trigger double opt-in email confirmation)
Triggering Active Campaign automations on page visits and CTA goal completion in Flows
You can trigger Active Campaign automations when someone completes a goal in your Flow. 

Whether it's a "Visit" or "CTA" goal, you can add automations to be triggered upon the completion of the goal.