Hello - we invite people to lots of webinars (hosted in MS Teams).
Our current set up is send out an email with a form. They complete the form. When they do this they get a tag ‘registered for XYZ webinar’. In another automation we set up an email with the MS Teams joining details which is sent to everyone with the tag. Active Campaign doesn’t appear to allow trigger emails based on checkbox selection (if there are more than one webinar being promoted) so we have to use tags and conditional content to determine which joining details they get based on what they sign up for.
Anyone, know a better way on doing the above?
Also, when they get the joining details, we can’t seem to add an ‘add to calendar’ button which would then add the webinar to their calendar. Anyone know how to do this?
Thanks for your question! It is possible to trigger an automation when a checkbox-type custom field is updated. To do this, you will select the trigger “contact field changes” and then select the desired checkbox field. Depending on the number of choices, you may still want to use if/elses in the automation to determine the correct automation path based on the values in the checkbox field.
It sounds like you’re already using conditional content, which would be my next suggestion. Love to hear it! Conditional content can allow you to build a single email that can show/hide content based on certain parameters you select. This is a great option if you want to customize an email based on a contact’s values in a checkbox field.
I hope that helps get you moving in the right direction, but please don’t hesitate to give us a shout if we can be of any further assistance. We’re here to help!
Thanks for coming back to me. I’m checking out the ‘add to calendar’ as we speak!!
For the checkbox trigger, I’m really keen to look into this more. the current set up of using a tagging automation is a little laborious. We would typically have about 3-6 checkboxes promoting 3-6 webinars on a form. Is this option of ‘checkbox trigger’ going to work in this scenario.
Yes, you should be able to set up an automation triggered by the field updating in general, and then use if/elses to check for specific values in the checkbox. The important thing is to use “contains” logic in your if/else actions, since it is possible a contact might have selected multiple options. Here is an example automation I drafted up: Zight 2024-10-01 at 2.38.10 PM. The automation is triggered by the checkbox field being updated, and then the contact will proceed through a series of if/elses that check if the checkbox field contains each value. If yes, an email is sent, and then the next value is checked. If no, that email is skipped, and it moves on to check the next value. Rinse/repeat until all values are accounted for.
I hope that helps, and please let me know if you have any questions. Have a great rest of your day ahead!
I think I am missing something really obvious . When i go to the trigger and select ‘Contact field changes’ I add in the field, but nothing comes up on checkboxes. I’m struggling to see how you set ‘checkbox’ in the trigger. Even when I add in if/else afterwards, I can’t see how I ask it to check the checkbox… any help would be appreciated. I think I am missing something. PS. this does look much simpler than using tagging, so I’m keen to get it working.
Another point, you have 3 emails in your automation. Would it work if I looped up each of the i/else checks and added an email at the end with conditional content?
No problem at all! Thanks for your patience as I circled back here
In my screenshot, “checkbox” is just the name of the checkbox-type field in my demo account. You’d need to select the name of the checkbox field in the trigger. Additionally, you won’t actually check any boxes, but rather you’ll select the value of the specific boxes. So if your checkbox has the values of Option 1, Option 2, Option 3, etc, you’d set the first if/else to “Contains Option 1”, the second to “Contains Option 2”, etc etc. To help you get this set up, I went ahead and recorded a video walkthrough here: Zight Recording 2024-10-02 .... You should be able to follow along and set it up on your end
That is a great question about using a single email with conditional content. However, if you’re only sending one email that uses conditional content to display info about the customer’s chosen webinars, you technically wouldn’t need to set up an automation like I did above. Here is another recording with my thoughts on that (hope you brought your popcorn today): Zight Recording 2024-10-02 ....
Please keep me posted with any questions, I’m here for you!
Phil - not all heroes where capes That worked. No more massive tagging automations, just a simple two-step one with conditional content!! Honestly, thank you so much. This makes a huge difference to the team… We’ll be talking about that legend Phil for years
I do have a few other things I’d like to look at, do you guys do sessions where we can work through a couple of things, make sure we’re getting the most of the system? Or is it best to ask individual questions.
. When i go to the trigger and select ‘Contact field changes’ I add in the field, but nothing comes up on checkboxes. I’m struggling to see how you set ‘checkbox’ in the trigger. Even when I add in if/else afterwards, I can’t see how I ask it to check the checkbox… any help would be appreciated. I think I am missing something. PS. this does look much simpler than using tagging, so I’m keen to get it working.
That worked. No more massive tagging automations, just a simple two-step one with conditional content!! Honestly, thank you so much. This makes a huge difference to the team… We’ll be talking about that legend Phil for years