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Getting Started Checklist: Step 1: Basic Setup Step 2: Add Contacts

The document provides an 8 step checklist for getting started with the ActiveCampaign automation tool. It includes basic setup steps like adding account details and contacts, grouping and segmenting contacts, sending a first email, and setting up a first automation. It recommends designating a test email address and offers resources like video tutorials, the customer success team, and an online community for additional help and support.

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Venkat
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243 views1 page

Getting Started Checklist: Step 1: Basic Setup Step 2: Add Contacts

The document provides an 8 step checklist for getting started with the ActiveCampaign automation tool. It includes basic setup steps like adding account details and contacts, grouping and segmenting contacts, sending a first email, and setting up a first automation. It recommends designating a test email address and offers resources like video tutorials, the customer success team, and an online community for additional help and support.

Uploaded by

Venkat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Getting Started Checklist

From setting up your account to creating your first automation, we’ve mapped out your
first action items in ActiveCampaign to help you get your footing and learn as you go.

Don’t have an account yet? Sign up for a free trial here!

Step 1: Basic Setup Step 2: Add Contacts

Watch: Getting Started with Watch: Importing Contacts into


ActiveCampaign in 6 Minutes ActiveCampaign

Do: Add your physical address and turn Do: Create your first list and name it “All
on site tracking Contacts,” then import your contacts

Step 3: Manage Contacts Step 4: Group Contacts

Watch: Creating a Form Watch: Learn about segmentation

Do: Create a “Subscribe” form to let Do: Use the segment builder to create
new contacts opt-in to your email list, your first segment
and customize your confirmation opt-in
message

Step 5: Send Your First Email Step 6: Automations!


Watch: 3 Steps to Building Your First
Watch: Learn about email campaigns Automation

Do: Create an email template and send Do: Import this Welcome Series
your first email automation
Tip: Designate a “test” email address you can use to test your
automations & campaigns. (ex. [email protected]).

Step 7: Check In Step 8: Automate Your Sales

Checking in: Have questions? Need Watch: Deals CRM


more guidance? Schedule a 1-on-1 with
Do: Create your first pipeline
our Customer Success team for some
personalized help!

Join the ActiveCampaign Community!


Continue to learn and get more support by joining our active online community.

Bring your questions to the next Office Hours session:


activecampaign.com/learn/office-hours

Connect with other users: Facebook Group, Slack Channel, ActiveCampaign Forum

Follow us on:

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