How to get started with automation in ActiveCampaign

How can you automate the boring, manual parts of your business? Or take it a step farther — automate across the customer lifecycle so that you can reach people at exactly the moment they’re most interested. Automation in ActiveCampaign is incredibly powerful, and this page shows you everything you need to know to get started.

How does Customer Experience Automation help you grow your business?

Reach & Engage

Every business wants new leads. And you want to reach the right people — the people who will become your best customers. Customer Experience Automation helps you reach & engage your audience, and attract the right people to your business.

Nurture & Educate

How do you show new leads the info they need? Use Customer Experience Automation to plan what details you would like to capture about your audience. Get to know them, then show them exactly what they want to see.

Convert & Close

There’s a moment when a lead is ready to become a customer. Do you know when it is? Customer Experience Automation helps you spot the most engaged leads and make them the offer that turns them into customers.

Support & Grow

How can you keep your customers coming back for more? Customer Experience Automation helps you keep customers around — and turn them into advocates that help grow your business.

How does automation work at every stage of the customer lifecycle?

What’s the fastest way to get started with ActiveCampaign automation? Automations are powerful, and can help you get more done in less time. Follow these steps to learn how to use ActiveCampaign’s automation builder — and start automating your business.

Get introduced to the drag-and-drop automations builder

Build your step-by-step processes in automations, and bring your whiteboard plans to life. Learn how to use the drag-and-drop automation builder, where you build and manage the personalized customer journeys your customers will follow. You’ll learn:
  • What you can use to trigger an automation, and how to set up start triggers
  • Create an automation complete with start triggers, wait steps, email sends, and personalization opportunities
Drag and drop automations

Learn about the 20+ triggers you can use to automate

What action kicks off your customer journeys? From form submissions to website browsing actions, understand what you can use to trigger an automation. You’ll learn:
  • The 20+ triggers you can use to automate your business
  • 3 steps to choosing and setting up start figures
Trigger automations

Get started (or inspired) with a pre-made automation recipe

You don’t have to reinvent the wheel. Curious to see tried and true automations that work? Check out our automation recipes, and import automations that you can personalize to fit your need from the ActiveCampaign Marketplace Inside the ActiveCampaign Marketplace, you can find:
  • 250+ pre-built automation recipes created by ActiveCampaign, ActiveCampaign partners, and ActiveCampaign customers like you
  • Filtering options that let you browse recipes by experience level, industry, features included, or business need
  • Detailed automation recipe descriptions and recipe suggestions on every page
  • Opportunities to contribute your own recipes, based on experience from your business.
Get cooking with recipes

Learn if/else, goal steps, and other advanced automation actions

Building a personalized customer experience requires multiple paths for contacts to travel, based on their interests and actions. But what types of actions can you respond to? You’ll learn:
  • How to send an automated email
  • How to create if/else statements, building dynamic yes/no paths based on contact actions
  • How to set up goal steps so automations listen to the actions of each individual, creating win conditions that pull them to completion

Automate each stage of the customer lifecycle

The “marketing funnel” is outdated. You need to be able to serve your customers at every stage of their relationship with you — even after they’ve made a purchase. This webinar will show you how to forget the funnel and focus on your entire customer lifecycle. You’ll learn:
  • Why shifting your focus from the funnel to the lifecycle will transform the way you do business
  • How to use Customer Experience Automation (CXA) to grow your business
  • Why actionable data is the key to CXA (and how to get more of it!)
  • How to pinpoint where your customer interactions are happening (and automate them)

Automate across every tool you use in your business

ActiveCampaign automations are powerful. But they become even more powerful when you can connect ActiveCampaign to the tools you’re already using in your business. ActiveCampaign has hundreds of integrations, so that you can create a truly connected customer lifecycle. You’ll learn:
  • The top integrations that successful businesses connect to ActiveCampaign
  • Built the Koia Krew, a loyalty program that brings together a community and gamifies brand advocacy
  • How to quickly get started with integrations
Integrate with ActiveCampaign

Frequently Asked Questions

What is marketing automation?
Marketing automation is the process of mapping out contact lifecycles, orchestrating and personalizing the overall customer experience. This takes the form of communicating with your customers along different online outlets, tracking your lead interests, and managing repetitive tasks with your internal team members. When creating automations, it is important to plan ahead and consider all the necessary steps in a process. Marketing automation helps you make the whiteboard real, transcribing contact lifecycles into a repeatable and measurable process.

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.


Attend an event with ActiveCampaign

We want to connect with you! Learn directly from ActiveCampaign experts at the events below

Webinars and events

Content Marketing World 2021


Localogy 2021: Conversational Commerce






Ready to get started?​

Try it free. No credit card required. Instant setup.