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. 🤷♂️
Here’s a step-by-step guide on how to detect these ‘missing’ contacts and effectively transfer them to the desired automation:
🔍 Detecting the Missing Contacts:
- Navigate to ‘Contacts’ in the top left of your Active Campaign dashboard.
- Dive into ‘Search Contacts’.
- Upon clicking, the ‘Advanced Search’ option becomes available. Click on it to unravel the magic.
- Direct Active Campaign to fetch all contacts from a particular automation by selecting ‘Has entered automation’.
- From the dropdown, choose the automation in question – for this example, let’s use “100 templates downloaded”.
🚫 Filtering Out Contacts from Another Automation:
- Add a condition by selecting the ‘Add another condition’ option.
- Ensure ‘end’ is selected.
- Now, command the system to filter contacts who haven’t entered a particular automation, by choosing ‘Actions’ > ‘Has not entered automation’.
- For our example, let’s choose the “indoctrination automation”.
📜 Choosing the Relevant List:
- Select the list you’re analysing by opting for ‘Action’ > ‘Enlist’ and choosing, say, “henna ebooks downloaded automation”.
🔄 Transferring Contacts:
- Hit ‘Search’. The displayed contacts are those in the first automation but not the second.
- In our example, 110 people fit the criteria.
- To transfer them, select all contacts using the tick box.
- Opt for ‘Add to automation’, choose the desired automation (e.g., “indoctrination automation”) and hit ‘Add’.
- To finalise, click ‘Apply’.
- For convenience, you might wish to tag these contacts. This way, you can easily track those you’ve manually migrated.
🎉 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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