How to Set-up Email Automation in Active Campaign
Marylorn Manuyag
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66 steps
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9 minutes
Google Account
Activehosted
Google Docs
Gmail
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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
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Log-in to client's Active Campaign account
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Click "Contacts"
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Click on "Tags"
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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
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Click on "Save"
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Click on "Lists"
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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.)
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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 \[Author\]"
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Click on "Save"
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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"