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