How to Set Up ActiveCampaign

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Setting up ActiveCampaign involves several steps to ensure that you're able to leverage its features effectively for your marketing and automation needs. Here's a general guide:

Flow 1: Sign Up

1. Visit the ActiveCampaign website and sign up for an account.
2. Enter your email and click 'Start your free trial'.
3. Enter your name and number click 'Next Step'.
4. Personalise your platform by entering your contacts, employees and the industry of your business. Then, click 'Next Step'.
5. After signing up, you'll receive a verification email to activate your account.
6. Set up your password, click the checkbox and select 'Take Me To My Account'.
7. You have successfully created your ActiveCampaign account.

Flow 2: Configure Your Account

1. Configure your account by clicking the 'Settings' option.
2. Click 'Address'.
3. Select 'Add an address'.
4. Choose your country, company name, address and ZIP code then select 'Add address' to proceed.
5. Click 'Website'.
6. Choose 'Site Tracking'.
7. Enable the 'Site Tracking'.
8. Add your website URL.
9. Enable the 'Event Tracking'.
10. Add an event.

Flow 3: Add Contacts and Lists

1. Click 'Contacts.'
2. If you already have contacts that you want to add to ActiveCampaign, you can import them from a CSV file by clicking the 'Import' option.
3. You can also add a contact by clicking the 'Add a contact' option.
4. Fill out the 'Add a contact' modal.
5. Click 'Add' to save changes.
6. Navigate to 'Lists'.
7. Click 'Add a list' to kick start your campaign.
8. Type the name of your list.
9. Paste your company's website.
10. Add a description.
11. Click 'Save' to proceed.

Flow 4: Create an Automation

1. Click 'Automations' to set up your first automation in ActiveCampaign.
2. Click the 'Create an automation' option.
3. Select your preferred automation.
4. Select a trigger for your automation.
5. Click 'Add start' to confirm changes.
6. On the 'Sending Options' menu, choose the 'Send an email' option.
7. Give your email a name.
8. To design your email, click the 'Start with a template' option.
9. Select your preferred template.
10. Give your automation a name.
11. Click the 'Save' option.
12. After setting up your automation, click the 'Active' button.