How to get started with ActiveCampaign email marketing

Email marketing is the best way to get in front of your audience. Great email marketing means reaching the right people with the right message at the right time — using segmentation and personalization to show people exactly what they want to see. This is where you can find all the instructions you need to start doing great email marketing.

How does Customer Experience Automation help you grow your business?

Reach & Engage

Email marketing for new contacts can introduce who you are and how you can solve their problems. This is your first chance to connect with potential customers.

Nurture & Educate

What do people need to see before they buy? Show them that. Segment contacts based on their interests, then personalize your email marketing to educate them about your business.

Convert & Close

A well-timed, personalized email can close a deal. Use a CXA approach to craft powerful emails to bring in new business.

Support & Grow

Your customers are your community, and a CXA email strategy will make them feel supported and connected to your business.

Table Of Contents

Follow these steps to get started with email marketing

How can you get started with email marketing quickly? From learning how to design a great email campaign to understanding segmentation, there’s a lot to wrap your head around. This is how you can get started with email marketing fast.

Create a contact list in your ActiveCampaign account

Lists are the simplest way to organize your contacts in ActiveCampaign. Every email campaign you send will go to a list (or a segment of a list), so the first step of great email marketing is setting up a list in your account. You’ll learn:
  • How to set up a list in ActiveCampaign
  • Where to find more information on lists and segmentation
Create a list

Add your existing email contacts to your new list

You can’t send an email if you don’t have anyone to send to! If you’re moving from another platform or have a list of your existing customers, you can quickly add contacts to your account using the import tool. You’ll learn:
  • How to import contacts from a CSV file
  • The three primary ways to import contacts
  • How to map new contacts to your lists and custom fields
Import your contacts

Create and send your email campaign

You’re ready to send a campaign. How do you create a new campaign, build an email in the email designer, and choose which segment of your contacts you want to send to? The ActiveCampaign drag-and-drop email builder makes it easy to send beautiful, targeted email campaigns fast.

You’ll learn:

  • How to choose which segment of contacts to send to
  • How to customize your emails in the drag-and-drop designer
  • How to adjust subject lines, from names, and link tracking before sending your campaign


Send your campaign

Hit the ground running and learn how to send a campaign to engaged contacts
Hit the ground running and learn how to send a campaign to engaged contacts

Save your campaign design as an email template

Why create a new email design every single time you want to send a campaign? ActiveCampaign email templates make it easy to save your campaigns so that you can use them again. That lets you save time without worrying about messing up your email designs. You’ll learn:
  • How to create custom email templates
  • How to save past emails as email templates
  • How to use email templates in both email campaigns and automations

Get your templates

Save time on your email campaigns with templates

Start with your most valuable email

Email marketing is incredibly powerful, but there’s one specific email that has the biggest impact on your business. Right after someone signs up is the moment they’re most interested in what you have to say — set up a welcome email to catch new contacts when they’re most likely to pay attention.

You’ll learn:

  • Why more people open and click on welcome emails
  • How to trigger an email to send when someone fills out a form
  • How to automatically follow up with contacts who don’t open your email

Set up a welcome email

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Create a welcome email campaign and never miss a new contact

See your clicks, opens, and other important reports

ActiveCampaign shows you exactly who engages with your emails. You can see clicks and opens, bounces, most engaged contacts, and more in-depth reporting metrics in the campaign overview and campaign performance reports. You’ll learn:
  • How to find the revenue generated by your email campaigns
  • How to see the clicks, opens, bounces, unsubscribes, and other core email metrics
See your email performance

Get started with segmentation

Email marketing is powerful. But it gets even more powerful when you can show each person exactly what they want to see. Segmentation lets you group your contacts based on what they’re interested in — and then follow up with segmented emails, dynamic content, and personalized messages. You’ll learn:
  • How to get started with segmentation
  • The difference between lists, tags, and custom fields
start segmenting
Use your contact information to build powerful segments

Frequently Asked Questions

What are the types of email marketing?
Email marketing includes email newsletters, behavioral emails, transactional emails, outreach emails, and several other types of email campaigns. What makes email marketing so powerful is that you can speak directly to your audience — and that means you can use email marketing (in combination with Customer Experience Automation) at every stage of the customer lifecycle.

Keep Learning

Get step-by-step instructions for every part of ActiveCampaign

If you’re looking for instructions on a specific area of the platform, find them here.


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Content Marketing World 2021


Localogy 2021: Conversational Commerce






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