How to set up a workflow in ActiveCampaign?

1 Answers

Steps to Set Up a Workflow in ActiveCampaign

Access the Automation Builder - Navigate to Automations in the left menu and click "Create an automation".
Choose a Workflow Type - Select a pre-built automation recipe or start from scratch.
Add Triggers - Define conditions that start the automation (e.g., email opens, form submissions).
Set Up Actions - Add steps like sending emails, updating contact details, or assigning tasks.
Configure Workflow Settings - Adjust run frequency (once or multiple times) and time delays between actions.
Test & Activate - Preview the workflow, make adjustments, and activate it for live use.

Rajesh upadhyay
Sep 18, 2025

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How to set up a trigger in ActiveCampaign?

Manoj
Aug 28, 2025

Steps to Set Up a Trigger in ActiveCampaign

Go to Automations – Open ActiveCampaign and navigate to Automations.
Create a New Automation – Click "New Automation" and select "Start from Scratch".
Choose a Trigger Type – ActiveCampaign offers 20+ start triggers, including:
Configure Trigger Settings – Define whether the trigger runs once or multiple times.
Add Actions – Set up emails, notifications, or follow-up tasks based on the trigger.
Activate the Automation – Click "Save & Activate" to start the workflow.

Ganesh Annpurwe
Aug 29, 2025

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The top AI tools for email automation in 2025 are ActiveCampaign, Mailchimp, HubSpot, ConvertKit and a few more.

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What are the top AI tools for email marketing in 2025?

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