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Question

End Automation Based on Field Value Change - without an if/else split at every step

  • June 2, 2026
  • 3 replies
  • 53 views
chillTE

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!

    3 replies

    jacobmonash
    • jacobmonash
    • Certified Consultant
    • June 2, 2026

    Hey ​@chillTE  - yeah you’ll want to use a “Jump To” action, which does exactly what you’re looking for

    Alanna Hurley
    Forum|alt.badge.img+3
    • Alanna Hurley
    • Community Manager
    • June 4, 2026

    Hi! You’re not missing anything obvious.

    What you’re looking for is the automation-level exit setting, not a step on the canvas.

    In your Free Trial automation, open the automation’s Settings, link the existing Conversion under “Track the progress of this automation,” then turn on “Contacts exit when → Any tracked conversion occurs.” ActiveCampaign supports linking one Conversion or one Business Goal to an automation there, and that tracked conversion can be used to automatically remove contacts from the automation when it happens.

    So in your case, if your conversion is something like freetrial = false AND activecustomer = true, contacts should be able to exit the Free Trial automation as soon as that conversion is achieved while they’re still in it, even if those field updates happen outside the automation builder itself.

    The part that feels unintuitive is that the conversion is not added as an action block in the workflow. It lives in Settings only, which is why you couldn’t find a way to “insert” it into the automation path.

    One important caveat: if a contact exits via that automation-level conversion setting, they won’t continue through any remaining actions in the automation. So if you also need cleanup actions to run at the moment they convert, you’d want to handle that with a Jump To path or a separate cleanup automation instead.

    If you prefer to keep the logic inside the automation itself, Jump To is the other option: you can set a Jump To with your conversion condition, allow it from “Anywhere,” and place “End this automation” right after it. Just note that a contact can only encounter a given Jump To once per entry into the automation.

    So the short version is: yes, there is a cleaner way than adding If/Else checks before every email, and it’s the automation Settings → tracked Conversion → “Any tracked conversion occurs” exit path.

      chillTE
      • chillTE
      • Author
      • New Participant
      • June 4, 2026

      This is so, so helpful - thank you! I need to learn more about the Jump-To piece - there are several places I think that would be helpful.

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