Setting up automation workflows in ActiveCampaign

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Krause Tutorials·Feb 2025

Demo summary

Demonstration of building an automation from scratch, including setting triggers like list subscriptions or Shopify events and adding split actions.

Step-by-step

Navigate to the Automations section
Select a trigger such as 'Subscribes to a list', 'Submits a form', or a Shopify event
Add an email action to the workflow
Insert a split action to create different paths in the automation
Configure the split settings to compare different conditions or actions
Customize the automation settings to finalize the workflow

Options

Trigger based on CRM activity
Trigger based on Shopify transaction data
Use 'If/Else' statements to branch the workflow
Set up multiple triggers for a single automation

Tips

Use split actions to compare the performance of different instructions or paths within your workflow

All demos from “ActiveCampaign Tutorial For Beginners (2025 UPDATED TUTORIAL)”

0:471:42Importing and managing contacts in ActiveCampaignThe video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.ActiveCampaign· Tag & manage subscribers
2:272:21Designing a landing page in ActiveCampaignA walkthrough of selecting a landing page template and using the visual editor to customize text, branding, and layout elements.ActiveCampaign· Build a lead-capture landing page
6:273:27Creating an email campaign in ActiveCampaignThe creator shows how to set up a new campaign, choose a template, and use the drag-and-drop editor to add elements like images and countdown timers.ActiveCampaign· Design a newsletter / email (drag-and-drop editor)
10:413:00Setting up automation workflows in ActiveCampaignCurrentDemonstration of building an automation from scratch, including setting triggers like list subscriptions or Shopify events and adding split actions.ActiveCampaign· Build a welcome / drip automation
Watch “ActiveCampaign Tutorial For Beginners (2025 UPDATED 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 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 ActiveCampaignCurrentDemonstration 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