#1 - Initial Steps in Setting Up ActiveCampaign | Scribe

    #1 - Initial Steps in Setting Up ActiveCampaign

    • James Thorne |
    • 75 steps |
    • 5 minutes
    1
    Log into your ActiveCampaign account.
    2
    Click "Contacts".
    3
    Click "Tags".
    4
    Click the "Add tags, one per line or separated by comma" field.
    5
    Type "Donation Made [[enter]] Major Donor Monthly [[enter]] Major Donor One-Time [[enter]] Donor Monthly [[enter]] Donor One-Time"
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    Make sure you type them in precisely and check the screenshot below because you will want the system to recognize these when you add in our templates.
    6
    Click "Add tags".
    7
    Click "Lists".
    8
    Click "Add a list".
    9
    Click the "Name" field.
    10
    Type "Master List".
    11
    Click the "List URL" field.
    12
    Type in your domain website link here.
    13
    Click the "List Description" field.
    14
    Type "You donated or signed up on our website."
    15
    Click "Save".
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    You do not need to do the steps for adding a list if you already have a list set up.
    16
    Click "Settings" on bottom left.
    17
    Click "Addresses".
    18
    Click "Add an address".