demobook

ActiveCampaign: Set up a welcome email automation

Demo summary

Walks through using a pre-built welcome series recipe, setting the list trigger, and using the template designer to create the first automated email.

Step-by-step

  1. Go to the Automations tab
  2. Click Create an automation
  3. Choose the Welcome Series recipe
  4. Select your master newsletter list as the start trigger
  5. Click Add Start
  6. Click the Send an email step and select Create email
  7. Add your logo and one key message in the template designer
  8. Toggle the switch in the top right from Inactive to Active

Tips

  • Use the pre-built welcome series recipe to save time
  • Keep the initial email simple with just a logo and one key message

Highlights

5 minutes and you are officially set up to capture leads and send automated emails

All demos from “ActiveCampaign Tutorial for Beginners 2025 - Best Guide To Set Up Your Campaign

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  2. 1:370:29Create lists and import contactsDemonstrates creating a new contact list, naming it, and the process for importing existing subscribers via CSV or adding a manual contact.ActiveCampaignTag & manage subscribers
  3. 2:150:50Set up a welcome email automationCurrentWalks through using a pre-built welcome series recipe, setting the list trigger, and using the template designer to create the first automated email.ActiveCampaignBuild a welcome / drip automation
  4. Watch “ActiveCampaign Tutorial for Beginners 2025 - Best Guide To Set Up Your Campaign” →

Build a welcome / drip automation

  1. 2:150:50Set up a welcome email automationCurrentWalks 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
  2. 5:122:02Setting up automation workflowsDemonstrates how to use the automation builder to set triggers, add wait steps, and create conditional logic paths.SoftSavvy
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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