How to use the ActiveCampaign Conditions Editor

by | Sep 8, 2021 | ActiveCampaign Basics

The Conditions editor in ActiveCampaign is used to quickly find all the contacts who match a set of search conditions.

ActiveCampaign does the “find the people who match up, and tell me how many there are” thing in super-fast time, reliably, even for really complex searches.

And your ActiveCampaign account can be any size, from a gathering in the village square to Glastonbury Festival upwards, and it will always help you find your people, quickly.

Every ActiveCampaign user should spend a little time getting to know this incredibly powerful feature, because the Conditions Editor will save them a ton of time and trouble.

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Watch this video to learn about the ActiveCampaign Conditions Editor in 5 mins

Learn how to find all contacts with a certain Tag in ActiveCampaign

In the Conditions Editor, which crops up in lots of places inside ActiveCampaign, you can specify a thing for ActiveCampaign to check and look for ActiveCampaign contacts with a match.

Like looking at what is in their contact Custom Fields, and what Tags they have.

To warm-up your Conditions Editor muscles, try using it to look for just one thing at a time.

To use it to find every contact who has a specific Tag, it looks like this:

Tag > Exists > ACADEMY: early bird

Go browse through the options in that editor – there’s a big selection of things you can use to hunt out the exact people you want.

Here are a couple more examples of simple conditions to use:

  1. Find all contacts who have written a message containing the word ‘urgent’
    Custom contact field > message > Contains > urgent
  1. Find every contact who has ever visited your sales page
    Site & event data > Has visited > [enter site url] > Ever

You get the picture…

Conditions really are fabulously useful for finding contacts who match what you’re looking for.

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How to use the OR condition to search for contacts in ActiveCampaign

You can use OR to combine a number of conditions for hunting out the contacts you want.

Imagine you need to find all the people who either have “bob” in their first name, or wear blue socks, or have a cat…

ActiveCampaign could look for them in a flash for you, so long as you have that information stored in fields for your contacts.

OR means “at least one of these things must be true”

(firstname > contains > bob) OR (socks = blue) OR (pet = cat)

✅ Zara, who wears red socks and has a cat fits the bill nicely thank you

✅ Billybob Thornhead wears black socks, always, and has sixteen cats – Yup, he’s in

❌ Rhiana has no cat and never wears socks at all – sorry Rhiana, not this time

Thank goodness for ActiveCampaign because if you physically had to sort through thousands of contacts and then count up all the people with at least one of these OR conditions, you’d definitely cry before bedtime.

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Understand how to use the AND condition in ActiveCampaign searches

The AND condition means you are looking for contacts who meet all the conditions you specify. It narrows your search because every condition must be met.

Imagine you need to find all the people who wear blue socks AND have a cat.

ActiveCampaign can quickly and accurately tell you all the people who fulfil both criteria, as long as that information is stored in their contact fields.

AND means “all of these things must be true”

(socks = blue) AND (pet = cat)

✅ Geoffrey wears blue socks and has four cats – good for you, you’re in!

❌ Katie wears red socks and has two cats – soz Katie, not this time

❌ Ian wears blue socks and has no cats – nope to you Ian

Contacts who do not meet all of your AND conditions will not be counted as a winner in your search results, so this is a brilliantly quick way to filter them.

Discover advanced search conditions for ActiveCampaign

Conditions are really cool and there is almost no limit on the deep dive you can have with searches.

You can also mix and match conditions in chunks, with AND / OR to join them up.

Need to see who loves teapots, and who also happens to be one of your bob/blue-sock/cat people?

No problem. It goes like this:

[ (Name > contains > bob) OR (socks = blue) OR (first pet = cat) ]
AND
(tag > exists > INTEREST: teapots)

✅ Bobby wears green socks and has no cats and loves teapots – yup

✅ Philippa wears pink socks and has two cats and is interested in teapots – you’re through to the next round Phillipa

❌ Tim wears grey socks and has no cats and does not like teapots – Tim, we loved your backstory, but it’s a no today – sorry

Get help with how to use Conditions in ActiveCampaign

Whatever you do, take a look at the contacts that get matches, and ask “does this make sense?” 

If it looks like the wrong contacts are being pulled up, it’s most likely an AND / OR muddle. But things get complicated in there because there are a lot of options and subtle things to check.

I’ve learned all the bear-traps, pitfalls and sneaky tricks on how to work this Conditions Editor in ActiveCampaign over years of using ActiveCampaign daily.

So many times, I’ve pointed someone, in 10 seconds flat, to the search condition that will solve their problem, and they didn’t even know was there.

We’ve just scratched the surface here of the things you can leverage in the Conditions Editor

I love to help others get mastery of the Conditions Editor way faster than I did, and without all the headaches and swearing.

Come on in to the ActiveCampaign Academy to see how it’s done, get help when you’re stuck, and totally change the game on what you can get done with ActiveCampaign.

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