How to Set Up ActiveCampaign

Quick summary

This guide walks you through the complete ActiveCampaign setup process, from creating a free trial account to building your first marketing automation. You will also learn how to import contacts, create segmented lists, and configure site tracking for your business.

Steps

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 phone number, then click 'Next Step'.
4. Personalise your platform by entering your contacts, employees, and industry, then click 'Next Step'.
5. Check your inbox and verify your email to activate your account.
6. Set up your password, accept the terms, and click 'Take Me To My Account'.
7. Confirm your ActiveCampaign account is successfully created.
8. Click 'Settings' to begin configuring your account.
9. Click 'Address' in the settings menu.
10. Select 'Add an address' to add your business address.
11. Choose your country, company name, address, and ZIP code, then click 'Add address'.
12. Click 'Website' in the settings menu.
13. Choose 'Site Tracking' from the website options.
14. Enable Site Tracking for your account.
15. Add your website URL to the site tracking field.
16. Enable Event Tracking for your website.
17. Add an event to complete your tracking setup.
18. Navigate to 'Contacts' from the main menu.
19. To bulk-add contacts, click 'Import' to upload a CSV file.
20. To add a single contact, click 'Add a contact'.
21. Fill out the 'Add a contact' modal with the contact's details.
22. Click 'Add' to save the new contact.
23. Navigate to 'Lists' within the Contacts section.
24. Click 'Add a list' to create your first campaign list.
25. Type the name of your list.
26. Paste your company website URL into the list settings.
27. Add a description for the list.
28. Click 'Save' to create the list.
29. Click 'Automations' in the main navigation to set up your first automation.
30. Click 'Create an automation'.
31. Select your preferred automation template.
32. Select a trigger for your automation.
33. Click 'Add start' to confirm the automation trigger.
34. In the 'Sending Options' menu, choose 'Send an email'.
35. Give your email a name.
36. Click 'Start with a template' to design your email.
37. Select your preferred email template.
38. Give your automation a name.
39. Click 'Save' to save the automation.
40. Click the 'Active' button to publish and launch your automation.