ActiveCampaign: Setting up automation workflows
ActiveCampaign
Demo summary
Demonstrates how to use the automation builder to set triggers, add wait steps, and create conditional logic paths.
Step-by-step
- Describe your automation goal to the AI builder to generate a workflow
- Select a trigger such as a contact joining a list or website engagement
- Add a wait step between actions to control the timing of the sequence
- Insert an email action to send content to the contact
- Apply conditional logic to create different paths based on contact behavior
- Set up goals or predictive content within the flow
Options
- Trigger based on retail interest
- Trigger based on upsell opportunities
- Adjust wait frequency by days
- Use predictive content for email delivery
Watch out for
- Ensure compliance standards are met within the automation content
Tips
- Use the AI builder for a quick start by describing the workflow you want
- Incorporate conditional logic to keep engagement high based on user interest
Highlights
“that's building using Campaign's building flow”
All demos from “How To Use ActiveCampaign for Email Marketing (2026 Tutorial)”
- 1:001:19Importing contacts and list setupShows how to create a list and import contacts from CSV files or third-party integrations like Google.ActiveCampaign· Import / migrate contacts
- 2:172:23Designing an email campaignWalks through selecting a template, using the drag-and-drop designer, and configuring campaign settings like sender name and recipients.ActiveCampaign· Design a newsletter / email (drag-and-drop editor)
- 5:122:02Setting up automation workflowsCurrentDemonstrates how to use the automation builder to set triggers, add wait steps, and create conditional logic paths.ActiveCampaign· Build a welcome / drip automation
- Watch “How To Use ActiveCampaign for Email Marketing (2026 Tutorial)” →
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 workflowsCurrentDemonstrates 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 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