How to set up your first automation

In this section, you will find insights on how to set up your first automation in ActiveCampaign.

How to Create An Automation from Scratch

1. Add a start trigger 2. Add a tag for future segmentation 3. Add the "Send an email" action to your automation to deliver a welcome or lead magnet 4. Customize your email 5. Add a “Wait” condition 6. Add “If/Else” conditions for segmentation and personalization

• Campaigns: One-off emails (e.g. newsletters, product updates, flash sales)

• Automations: Evergreen marketing efforts that send out based on specific conditions or actions by contacts (e.g. nurture sequence, post-purchase sequence, webinar registration). You need to build automations and turn them on to start your evergreen actions

Let's get to it! Below is the step-by-step tutorial on how to set up an automation with ActiveCampaign. 👇

If you have any questions, don't hesitate to email us for free assistance, we are happy to help you.