ActiveCampaign: Set up marketing and sales automations

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BizTech Media·May 2025

Demo summary

Walks through the automation builder to trigger emails, add tags, and manage CRM deal stages based on user behavior.

Step-by-step

Select a trigger based on site activity, email engagement, or integration actions
Add tags or update fields within the automation workflow
Assign subscribers to specific lists
Create new deals within the CRM based on automation triggers
Set up notifications for the team when assigning deals or tasks
Configure personalized one-to-one communications to be sent from deal owners

Options

Trigger emails based on site activity
Trigger emails based on email engagement
Trigger emails based on integration actions
Trigger emails based on any tracked event

Tips

Use detailed deal records to ensure the team has the correct context before speaking with leads

All demos from “ActiveCampaign Platform Demo: 4-Minute Walkthrough!”

0:410:35Create forms and landing pages in ActiveCampaignShows the interface for building lead capture forms and selecting from pre-designed landing page templates.ActiveCampaign· Build a lead-capture landing page
1:460:56Design emails with AI content generationDemonstrates the drag-and-drop email designer and the AI content generator producing text from prompts.ActiveCampaign· Design a newsletter / email (drag-and-drop editor)
2:420:47Set up marketing and sales automationsCurrentWalks through the automation builder to trigger emails, add tags, and manage CRM deal stages based on user behavior.ActiveCampaign· Build a welcome / drip automation
Watch “ActiveCampaign Platform Demo: 4-Minute Walkthrough!” →

Build a welcome / drip automation

2:150:50Set up a welcome email automationWalks through using a pre-built welcome series recipe, setting the list trigger, and using the template designer to create the first automated email.Capitalist Marketing
5:122:02Setting up automation workflowsDemonstrates how to use the automation builder to set triggers, add wait steps, and create conditional logic paths.SoftSavvy
2:420:47Set up marketing and sales automationsCurrentWalks through the automation builder to trigger emails, add tags, and manage CRM deal stages based on user behavior.BizTech Media
1:511:18Setting up Automation TriggersDemonstrates creating a new automation from scratch and selecting start triggers such as list subscriptions, form submissions, or tag changes.ActiveCampaign
3:101:52Adding Actions and Logic to WorkflowsWalks through the actions menu to add emails, wait steps, if/else conditions, and CRM updates like adding deals or tasks to an automated journey.ActiveCampaign
10:413:00Setting up automation workflows in ActiveCampaignDemonstration of building an automation from scratch, including setting triggers like list subscriptions or Shopify events and adding split actions.Krause Tutorials
24:413:12Building a custom automation workflowDemonstrates creating an automation from scratch, adding a start trigger, and configuring an email action within the workflow builder.Tech Express
0:5810:55Setting up Jump To steps in ActiveCampaign AutomationsThe video demonstrates how to configure 'Jump To' conditions within an automation to move contacts past specific emails once they meet a goal, such as making a purchase.Email & Automation for Small Business - Kay Peacey
3:070:28ActiveCampaign Automation Builder InterfaceA brief look at the automation builder interface where users can create decision-tree style workflows and sales pipelines.How To Rocket