ActiveCampaign: Building a custom automation workflow

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Tech Express·Dec 2024

Demo summary

Demonstrates creating an automation from scratch, adding a start trigger, and configuring an email action within the workflow builder.

Step-by-step

Click on Create an Automation
Select Start from scratch or choose a template recipe
Click on Add a start trigger to define the entry point
Select a sending option such as Send an email
Enter an email name and choose to start with a past campaign or a new template
Select a template type, such as Email Designer, and choose a specific layout
Enter an email subject and click Continue
Review the automation steps and click Next to save changes
Click Finish to complete the automation setup

Options

Start from scratch or use a pre-built template recipe
Use the new AI feature to assist in building the automation
Select triggers based on site messages, conditions, or workflows
Choose between different template types like the Email Designer

Tips

Building from scratch is recommended if you want a custom workflow without developer intervention
Setting up an automated workflow is advised to keep your background processes seamless

Highlights

“if you set up an Automation and if you have an automated workflow makes life really easy it keeps your workflow very seamless”

All demos from “How to Use ActiveCampaign in 2026 | Easily Automate your Emails!”

4:221:30Importing contacts via CSV in ActiveCampaignDemonstrates how to upload a CSV file to bulk import contacts, including mapping fields like email, name, and phone number.ActiveCampaign· Import / migrate contacts
7:241:29Creating a contact listShows the process of creating a new list for a specific campaign, including adding a list URL and description.ActiveCampaign· Tag & manage subscribers
10:051:08Starting a standard email campaignWalks through selecting a campaign type (Standard) and setting the subject line for a new broadcast.ActiveCampaign· Send a broadcast campaign
12:011:43Authenticating a Shopify domainShows the step-by-step process of connecting and authenticating a custom domain (Shopify) within ActiveCampaign settings to improve deliverability.ActiveCampaign· Authenticate sending domain (SPF/DKIM/DMARC)
14:258:06Designing an email with the Drag-and-Drop EditorA detailed walkthrough of using the email designer to add structures, images, logos, and buttons, and adjusting global styles like fonts and colors.ActiveCampaign· Design a newsletter / email (drag-and-drop editor)
24:413:12Building a custom automation workflowCurrentDemonstrates creating an automation from scratch, adding a start trigger, and configuring an email action within the workflow builder.ActiveCampaign· Build a welcome / drip automation
Watch “How to Use ActiveCampaign in 2026 | Easily Automate your Emails!” →

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 automationsWalks 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 workflowCurrentDemonstrates 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