Hi there,
We have a Free Trial Onboarding email Automation, and an Active Customer Onboarding email Automation. Each of these is triggered when the freetrial or activecustomer field value changes to true, respectively. Right now, we also have to have a third automation to end the Free Trial Automation when the customer converts to a paid (Active Customer) during the trial period (this is triggered when the freetrial field changes to false and the activecustomer field changes to true). I would like to be able to build this “End Automation” step into the Free Trial Automation itself.
I know that I could add if/else conditions before each email send, but that seems SO cludgy.
I’m also trying to figure out if there’s a way to use the “Contacts Exit When” setting in the automation itself, using a Conversion, but I’m not understanding how to add the conversion itself into the automation. I created a Conversion for freetrial = false AND activecustomer = true, but those changes happen OUTSIDE of the Automation itself, so I can’t add it as a “step”/Action in the Automation in order to trigger the “Contacts Exit” condition.
This seems so basic - contacts enter an automation when certain field values are set - why can’t they easily exit when those field values change?
Am I missing something really obvious? Thanks for any help you can offer!