How To Create An Automation In ActiveCampaign

How To Create An Automation In ActiveCampaign

1. Log In: Access your ActiveCampaign account.
2. Navigate to Automations: Click on the "Automations" tab in the main menu.
3. Create New Automation: Click the "Create an Automation" button.
4. Select a Template: Choose a pre-made template or start from scratch.
5. Name Your Automation: Give your automation a clear and descriptive name.
6. Add Trigger: Select a trigger that starts the automation (e.g., form submission).
7. Set Conditions: Define any conditions that must be met for the automation to proceed.
8. Add Actions: Choose actions to take when the trigger occurs (e.g., send an email).
9. Customize Messages: Edit the content of your emails or messages as needed.
10. Test Your Automation: Run a test to ensure everything works as intended.
11. Activate Automation: Turn on your automation to start using it.
12. Monitor Performance: Check the results and make adjustments as necessary.