Creating An Email Automation In ActiveCampaign

Owned by Diana Castillo Arroyo (Unlicensed)
Mar 06, 2023
2 min read

Creating An Email Automation In ActiveCampaign

 

Purpose:

Following this document will help you set up and send a proper email marketing segmentation automation from within ActiveCampaign.

ActiveCampaign Automation are basically rules & logic to execute a task based on predefined events & triggers. In many cases this used for sending emails, segmenting contacts, lead scoring and many more. 

Most common examples are segmentation of contacts into different lists and sending prospect/customer email sequences. 

 

Pre Requisites:

  • ActiveCampaign Login

  • Identifiers for segmentation

  • Entry Points for adding contacts and tags - (website form)

  • What Tags if any are added as identifier

  • Emails to Send if Needed

  • Actions To Perform if needed

 

Resources:

Creating an Automation Video

Email Campaign SOP Video

ActiveCampaign Tagging

Tracking Link URLs

List Tagging Matrix

 

Creating an automation

When creating an automation you will need to outline and map the prerequisites of each automation to be able properly set the START, IFs, WHENS & ENDING conditions. 

  1. Create a new automation in ActiveCampaign

  2. Follow Naming Standards to Properly identify Automation. Brand/Funnel/Product Status Identifier “Lead/Prospect/Customer” Action Identifier “Segmentation/Email Sequence/Engagement Tagging” 

  3. EX. CBP-Blueprint Prospect Email Sequence, CBP-Blueprint Customer Email Sequence. CBP Newsletter Segmentation // CBP Customer Segmentation 

  4. When creating automation select proper recipe / Start Trigger or Condition

  5. Add In All qualifiers and build decision tree of actions needed. Example. When contact is added to list All Contacts, if they have the tag Newsletter > Add To List Newsletter. 

  6. Always try to have a stop gap or catch all conditions or loop in case a specific scenario is not matched. 

 

Completion

The completion is a way to list all the major items to verify that the work was complete.  The main use case for this section is to add a new check anytime something fails in the system (as well as updating the system).

  • Fill Out Form on website that places contact into ActiveCampaign

  • Verify contact is added to AC in correct list

  • Verify needed tags are added

  • Verify that automation runs and processes segmenting if applicable

  • Verify that automation runs and processes sending email if applicable

  • Verify that automation runs and processes additional actions if applicable

 

Checklist:

  • ActiveCampaign Login

  • Identifiers for segmentation

  • Entry Points for adding contacts and tags - (website form)

  • What Tags if any are added as identifier

  • Emails to Send if Needed

  • Actions To Perform if needed