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How to Trigger a 'Product Complete' Email in ActiveCampaign Using Actions (with swipe email)
How to Trigger a 'Product Complete' Email in ActiveCampaign Using Actions (with swipe email)
Erin Kelly avatar
Written by Erin Kelly
Updated over a week ago

It is a great touch to acknowledge when your users complete one of your products and what better way to do that than to send them an email congratulating them.

While MV doesn’t send any emails on your behalf, you can easily create one and trigger the email using our Actions feature. This article will show you how.

(If you haven't yet integrated your ActiveCampaign account with your MV account, head over to this article to take care of detail first.)

Ready? Let's get started!

Step 1: Go to Product and Click 'edit' for the product you are working on.


Step 2: Scroll down until you find the Actions area at the very bottom of the Product settings page. Click 'Add Action':


Step 3: An action will get added and here’s what it looks like by default:

Step 4: Under the 'When this Happens...' area, use the drop down menu to select 'Completes Product' as the trigger for your Action.

Step 5: Under the Name of Tag area, you’ll need to create a tag specific to someone completing that specific product.

NOTE: The ‘user_tag’ is just a placeholder so you’ll need to add an actual name there for this to be able to work.

We’d recommend naming it something that is easy for you to recognize and filter. For example ‘Product Name_Completed’.

You can use an existing tag that you've already created in your ActiveCampaign account or you can use a brand new one.

The most important thing is to ensure the tag you note in your Action exactly matches what you have in your ActiveCampaign account.

That’s it! Now, when someone completes your product, the tag will be automatically applied to their contact profile in your ActiveCampaign account.

Now, let's create an automation in your ActiveCampaign account to send your 'product complete' email.

Step 1: Open your ActiveCampaign account and go to Automations > Create an Automation.

Step 2: To get your automation started, select the 'Start from Scratch' option and click 'Continue'.

Step 3: Select 'Tag is Added' as your automation's trigger.

Step 4: Add the same tag name exactly as you entered it in your product's Action settings and click 'Add Start'.

Step 5: For the first step in your automation, select 'Send an email'.

Step 6: Follow the directions from ActiveCampaign to insert an existing email or to create a new one from a template or past campaign.


To help you further with setting up your 'product complete' email in ActiveCampaign, we've created an email swipe file for you to use if you are struggling over what to say in your email. 👉 Click here to access the 'product complete' email swipe file

Step 7: Once you've completed your email and automation, make sure to name your automation (we suggest using something very clear that denotes the automation purpose) and set your automation to Active.


If you forget to set your automation Active, even though people may join your product and be tagged accordingly, they will not receive the intended email because the automation is not live/on.

That’s it! You’re all set with your 'product complete' email automation 🎉

Now, whenever someone completes your product, they’ll automatically receive your celebratory 'product complete' email.



Questions? Reach out to us at hello@membervault.co, via chat support within your Admin account (available to paid users), or within our FB Group, The MV Collaborative.

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