How to Set-up Email Automation in Active Campaign | Scribe

    How to Set-up Email Automation in Active Campaign

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    • 66 steps |
    • 9 minutes
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    VISION To Set-up Email Automation in Active Campaign
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    RESOURCES Log-in access for client's Active Campaign account (You might need an authentication code from client upon logging in) Email copy document
    1
    Log-in to client's Active Campaign account
    2
    Click "Contacts"
    3
    Click on "Tags"
    4
    Click on "Add tag"
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    Enter a specific tag name that is relevant to the offer/funnel. You will need this later when you start setting-up the automation
    6
    Click on "Save"
    7
    Click on "Lists"
    8
    Click "Add a list"
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    Click the "Name" field. Set a name for the list. (This will be used for trigger or email sending segmentation.)
    10
    Click the "List URL" field.
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    Double-click the "List URL" field. Enter the landing page link here
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    Click the "List Description" field.
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    Click the "List Description" field. You can use this List Description template: "You have opted-in to receive the "insert lead magnet" by \[Author\]"
    14
    Click on "Save"
    15
    Click the "Automation" icon.
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    Click "Create an automation"
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    Click "Start from scratch with a fresh, clean slate for your automation, and add your own triggers and actions."
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    Click on "Continue"