First steps, big wins

Set up your contact foundation by importing your existing contacts and creating your first list/​tag strategy. Learn to segment based on engagement, interests, or characteristics that matter to your business.

Build a segmented email campaign and send it to the right contacts. Use powerful email design tools, like the AI Brand Kit to create on-brand messages that resonate with your target audience.

Set up automatic Engagement Tagging based on how contacts interact with your emails, which will help you understand and track how your contacts engage over time. For example, you can flag them as ​“Engaged,” ​“Disengaged,” or ​“Inactive,” and trigger a different next step in your automation flows for each segment. 

With Site Tracking, which is easy to install on your website, you’ll be able to – in real-time – track identified contacts’ website and page visits. This allows you to gather behavior-based data to create specific segments and trigger targeted messages and content. 

Use Pages and Forms to help capture leads in ActiveCampaign. Create your first landing page or form, and connect it to an automation so that you can automatically welcome and nurture new subscribers. You can start with hundreds of landing page templates we’ve already curated for you.

Build multi-step workflows in the Automation Builder that use conditional logic to introduce new contacts to your brand and help them convert. You can create personalized customer journeys tailored to contact behavior and engagement. 

Use Deals CRM to create unlimited pipelines with customizable stages. Create your first pipeline, outlining the stages in your sales process. Create a separate pipeline for customer support tickets or whatever makes sense for your business. Add deal creation automations and task assignments to streamline your sales workflow. 

Use Native and Third-Party Integrations to connect ActiveCampaign with one or more tools you’re already using. Google Sheets, Facebook, Salesforce, Calendly, Zapier, and ecommerce platforms are some common integrations that help reduce manual work. 

Create automations that respond to specific actions like website visits, purchase behavior, form submissions, email engagement, or custom events. Use If/​Else logic to set up personalized paths at scale. 

Campaign Performance Reports help you track key metrics like opens, clicks, conversions, revenue attribution, and engagement. You can filter by date range and analyze individual campaign performance to optimize messaging, send timing, offers, and more. 

With the AI Campaign Builder, you can create complete email campaigns from a single text prompt. AI generates subject lines, layouts, images, content, and CTAs while maintaining brand consistency because of the AI Brand Kit.

Use Multi-Step Automation Workflows to build sophisticated automation sequences that use branching logic, wait conditions, goal tracking, and multi-contact triggers to guide contacts through your entire customer journey.