ActiveCampaign: Setting up Automation Triggers
ActiveCampaign
Demo summary
Demonstrates creating a new automation from scratch and selecting start triggers such as list subscriptions, form submissions, or tag changes.
Step-by-step
- Click the blue button in the top right corner to create a new automation
- Select 'Start from Scratch'
- Click Continue
- Select a start trigger from the available categories
- Complete the configuration steps for the chosen trigger
- Apply advanced settings to segment the start trigger if additional conditions are needed
Options
- Start with an automation recipe (pre-built template)
- Sort triggers by category
- Use app-specific triggers unlocked via integrations
- Trigger based on list subscription, form submission, webpage visits, tag changes, or purchases
Watch out for
- Contacts must meet all defined segmentation conditions in the advanced settings to enter the automation
Tips
- Start from scratch to explore all available features in the builder
- Use segmentation to define specific conditions a contact must meet beyond the initial trigger event
All demos from “ActiveCampaign Platform Demo: Automations”
- 1:100:41Navigating the Automations DashboardShows how to view, search, and filter existing automations, including using labels for organization and checking active/inactive status indicators.ActiveCampaign· Tag & manage subscribers
- 1:511:18Setting up Automation TriggersCurrentDemonstrates creating a new automation from scratch and selecting start triggers such as list subscriptions, form submissions, or tag changes.ActiveCampaign· Build a welcome / drip automation
- 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· Build a welcome / drip automation
- Watch “ActiveCampaign Platform Demo: Automations” →
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 TriggersCurrentDemonstrates 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