How to use ActiveCampaign: An Explainer

what is activecampaign and is it an useful email marketing tool? How can you use this software best for your outreach needs and your list automation purposes? Find out!

If you’ve landed here, it’s clear you’re ready to immerse yourself in the vast and vibrant world of ActiveCampaign, a top-tier choice in the realm of email marketing software.

And, by the end of this article, you’re about to get a solid grasp of its key features and how to maneuver them effectively.

So, are you ready to become an ActiveCampaign pro? Let’s get the show on the road!

First things first, welcome to ActiveCampaign – your new ally in conducting outstanding email marketing campaigns. Whether you’re an ambitious start-up or a well-established brand, ActiveCampaign’s diverse set of tools can help elevate your email marketing game to new heights.

Setting Up Your ActiveCampaign Account

Dipping your toes into ActiveCampaign is quite straightforward. Post the sign-up process, you’re prompted to fill out relevant details about your organization. Don’t sweat it; the platform offers an intuitive guide to walk you through each step.

Building Your Email List

Your email list is your superpower in the world of email marketing. In ActiveCampaign, you’ll manage these under the ‘Contacts’ segment. To create a list, make your way to the ‘Lists’ tab and hit ‘Add a List’. Voila, you’re all set after adding a few key details!

Crafting Your First Email Campaign with ActiveCampaign

Once your account setup is sorted, it’s time to let your creative prowess shine and create your inaugural email campaign. Sound exciting? It is!

Kicking Off a Campaign

Head over to the ‘Campaigns’ section under the ‘Campaigns’ tab to kickstart your first campaign. You have the flexibility to choose between a standard campaign or an automated one. Let’s stick to the basics for now and opt for a standard campaign.

Designing Your First Email

Unleash your creative spirit with ActiveCampaign’s email designer. You’re given a choice of using a template or starting from a blank canvas. With the drag-and-drop builder at your disposal, you can customize your email to reflect your unique brand identity.

Tracking Your Success with ActiveCampaign Analytics

What good is an email campaign if you can’t measure its performance? ActiveCampaign steps up with its robust analytics features, allowing you to evaluate your campaign’s success thoroughly.

Decoding Your Analytics

Dive into the ‘Reports’ tab to gain access to your campaign analytics. From open rates to click rates, you can track it all. Leverage these insights to optimize your future campaigns for better results.

Leveraging ActiveCampaign’s Features to the Max

Acquainted with the basics now? Perfect! It’s time we introduce some advanced features of ActiveCampaign that can truly supercharge your email marketing efforts.

Automations and Autoresponders

Ever dreamt of email campaigns that virtually manage themselves? With ActiveCampaign, that’s a reality! You can set up autoresponders and automated campaigns that are activated based on specific actions or events from the subscribers.

Jocelyn Bermudez, CEO and founder of JMB Digital Solutions uses and Active Campaign.

The two tools that I use are and Active Campaign. I use for sales intelligence and “cold email reach out.”

It is synched to a personal email inbox and sends automated messages based on intent.

I use ActiveCampaign to nurture existing customers and prospects who have opted in to receive messaging. The platform has extensive scoring and uses machine learning for predictive sending to increase open and click-thru rates.

Both serve the same purpose: to increase awareness and provide an automated and personalized contact journey.

Jocelyn Bermudez, CEO and founder of JMB Digital Solutions


As your email list grows, segmentation becomes an invaluable tool. Group your subscribers based on their actions, preferences, or other demographic factors. This enables you to deliver more personalized emails, which in turn, can significantly boost engagement and conversion rates.

Wrapping it up

Congratulations! You’ve officially graduated from an ActiveCampaign novice to a knowledgeable user. As you familiarize yourself with the platform, don’t hesitate to experiment with the extensive range of features at your disposal.

Remember, successful email marketing requires a blend of patience, creativity, and strategy—stay committed, and you’re bound to see impressive results. Here’s to your success with ActiveCampaign!

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