How To Add Missing Contacts in Active Campaign To An Automation?

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Have you ever built multiple automations and faced the perplexing dilemma of some contacts being present in one automation but absent in another? If so, you’re not alone. ๐Ÿคทโ€โ™‚๏ธ

Here’s a step-by-step guide on how to detect these ‘missing’ contacts and effectively transfer them to the desired automation:

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๐Ÿ” Detecting the Missing Contacts:

  1. Navigate to ‘Contacts’ in the top left of your Active Campaign dashboard.
  2. Dive into ‘Search Contacts’.
  3. Upon clicking, the ‘Advanced Search’ option becomes available. Click on it to unravel the magic.
  4. Direct Active Campaign to fetch all contacts from a particular automation by selecting ‘Has entered automation’.
  5. From the dropdown, choose the automation in question โ€“ for this example, let’s use “100 templates downloaded”.

๐Ÿšซ Filtering Out Contacts from Another Automation:

  1. Add a condition by selecting the ‘Add another condition’ option.
  2. Ensure ‘end’ is selected.
  3. Now, command the system to filter contacts who haven’t entered a particular automation, by choosing ‘Actions’ > ‘Has not entered automation’.
  4. For our example, let’s choose the “indoctrination automation”.

๐Ÿ“œ Choosing the Relevant List:

  1. Select the list you’re analysing by opting for ‘Action’ > ‘Enlist’ and choosing, say, “henna ebooks downloaded automation”.

๐Ÿ”„ Transferring Contacts:

  1. Hit ‘Search’. The displayed contacts are those in the first automation but not the second.
  2. In our example, 110 people fit the criteria.
  3. To transfer them, select all contacts using the tick box.
  4. Opt for ‘Add to automation’, choose the desired automation (e.g., “indoctrination automation”) and hit ‘Add’.
  5. To finalise, click ‘Apply’.
  6. For convenience, you might wish to tag these contacts. This way, you can easily track those you’ve manually migrated.

๐ŸŽ‰ That’s it! You’ve now successfully added missing contacts in Active Campaign to another automation. You can always verify by checking the relevant automation list.

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