ActiveCampaign Tutorial For Beginners 2022 (Step-By-Step)

This a complete tutorial for beginners who want to get started with ActiveCampaign. We'll get started with creating an account, then managing your lists, creating an email template, and then we'll dive deep into automations.
🔗 Try ActiveCampaign for free:
- maxvan.co/activecampaign
📩 Resources mentioned:
- ActiveCampaign Cheat Sheet: maxvan.co/qaol
- Lead Magnet Delivery Automation: maxvan.co/6pzr
- Onboarding Automation: maxvan.co/qcqe
- Email Template: maxvan.co/4kd9
🎥 Get my ActiveCampaign course:
- maxvan.co/mastery
🧰 All the marketing tools I use:
- maxvan.co/toolbox
⏰ Timestamps
00:00 - Intro
01:09 - Create an account
----
02:30 - Add your address
03:09 - Manage your lists
03:56 - Create your email template
07:24 - Create & customize a form
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17:20 - Create automation: lead magnet delivery
20:20 - Add email to automation
22:25 - Conditional content
26:39 - Email settings
29:02 - Wait until explained
31:18 - If/Else explained
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35:24 - Create automation: onboarding
38:35 - Double wait action
40:02 - Duplicate actions quickly
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41:44 - Set up lead scoring
43:19 - Create automation: track email opens
43:57 - Create automation: track link clicks
46:03 - Tracking the last interaction
----
48:51 - What we created
51:03 - More ActiveCampaign tutorials
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- maxvan.co/subscribe

[@maxvcollenburg]

Any questions about ActiveCampaign? Let me know! 🤗

[@nathanbendavid5050]

Hey there Max, I am trying to add a tag to a user inside of ActiveCampaign FROM Integromat. Can you please tell me what value to input inside of "Contact ID"? Thanks!

[@maxvcollenburg]

@@nathanbendavid5050 Every contact has a unique numeric contact id. The first person who ever joined your list is 1, the second 2, the third 3, etc. If you don't know the id of the contact you would like to add a tag to, you first have to use the 'list contacts' module inside Integromat and search for the right contact with the email address. This will give you the id 🙃 Hope that helps you into the right direction!

[@helenfroling1330]

Hi Max! A huge thank you for creating this AC beginners tutorial. As a brand new user, I followed each step along with you and was able to create my automation for my lead magnet opt in. I will definitely be checking out your other videos, you're a great teacher. Thank you once again!!

[@maxvcollenburg]

Hey Helen! Thanks for the kind words 🤗 Happy to hear it's helpful!

[@pmichitown]

This is amazing Max, keep doing what you're doing! I am looking forward to more great tutorials from you.

[@maxvcollenburg]

Thanks a lot! Happy to hear you like the videos 😄

[@pandahershey]

Thanks for this Max! I set up the engagement scoring based on this tutorial and I'm planning to watch the longer video eventually. This was great.

[@maxvcollenburg]

Happy to hear it was helpful! 😄

[@susanahernandez7614]

Really good tutorial. I am just begining to learn about active campaign and automations, and this video was gold. Thank you!!!

[@maxvcollenburg]

Glad it was helpful! 😄 If there are any other tutorials you would like to see, let me know 🤗

[@forestwhitehead]

Very helpful video. Thank you for taking the time to do this!

[@maxvcollenburg]

Glad you like it! 😄

[@jieerchen6677]

Great tutorial! Thank you

[@maxvcollenburg]

Thanks! Glad you like it! 😄

[@jeryqraymondagosila5388]

I got the free course, thank you for the free training! Great content!

[@maxvcollenburg]

Great to hear! 😄

[@mohamedrazin9900]

Thank you so much for the video, it was really really helpful for me

[@maxvcollenburg]

Glad it helped!

[@salesfunnels101]

Thanks for this amazing tutorial

[@maxvcollenburg]

Welcome 😊

[@nikhilsharma1694]

Very helpful 👍👍

[@rbudrys]

Great tutorial. How do you get to see all the emails that are created in the platform. Is there a way to see the list of them without going to each automation?

[@TalentpraxisGroup-cr6hz]

Hi Max, I'm really struggling to get my automation to work - do you offer online Teams coaching?

[@admisonrocha911]

Hey man, how's it? I´m Brazilian! Your content is amazing, don´t stop. I´m learning to use ActiveCampaign, and I wanna to work with the tool. Thanks for sharing.

[@maxvcollenburg]

Awesome, thanks for the kind words! I've been to Brazil shortly two years ago, would love to go back!

[@fredrotadobem]

@@maxvcollenburg Amazing video!! Aloha from Brazil

[@maxvcollenburg]

@@fredrotadobem thanks! 😄

[@emilypetridis3660]

Hey Max! This has been awesome - might be worth mentioning that removing the AC advertising and conditional formatting isn't available on the Lite plan :( Still watching and implementing more.. Thanks!

[@maxvcollenburg]

Hey Emily! Glad you like it! And you're right! Those features aren't available on the Lite plan anymore (they used to be).

[@resolvepainguru]

I am loving 🧡what I am learning from you and am considering your large program. Where can I find out how to create a pop-up form with options like the one that your main website links to? with the tell me about yourself? Is that a form on activecampaign or something else?

[@maxvcollenburg]

Happy to hear! I'm using RightMessage for those specific forms/surveys. Every answer gets immediately synced to a custom field in ActiveCampaign, even if someone doesn't finish the whole survey 😄 Wrote a review about it here: www.maxvancollenburg.com/rightmessage-review/ Hope that helps! 🤗

[@sandor862]

Hi Max! Thanks for creating a great beginner tutorial. I want to implement a very complex system with ActiveCampaign. This is why I started to watch tutorial videos. I would be happy to hire someone to implement. However, I am not sure how this would save time for me. Could I manage it without understanding it? How can I be sure that I am getting more then what I could do myself?

[@maxvcollenburg]

Hey Sándor! Hard to say without knowing what kind of system you need. If you let someone create it, maybe ask if he or she makes a documentation explaining how everything works.

[@educationandtrainingatma5354]

How do I separate a "Yes" condition for some who opens but doesn't click the link? I would like to take them down one path. If someone clicks my link I want to end the automation. Right now my condition is opens or clicks for the "Yes" path so it's together.

[@thomasnorden4633]

Hey Max! Good content! I started a trial account today and I am already learning a lot from you. So, please keep up the good work. One thing that I am struggling with, or at least am a bit uncertain of is tracking emails that are sent from outside AC? As far as I understand, once that I have added external email accounts (SMTP and IMAP) I should be able to track e-mails in Deal CRM that are sent with this external email. I can't get that to work. Maybe it isnät supposed to work like that or there might be a limitation of the trial version? Do you know?

[@maxvcollenburg]

Hey Thomas! I've not done this myself, so I'm not sure. Sorry!

[@YogiMarketer]

Excellent training. superb presentation pace and you respect time. The Cheat Sheet optin form, does not go to a new page or a success message.

[@maxvcollenburg]

Hey Scott! Weird! Just checked and the page seems to be working over here. Maybe try again?

[@matthiasbartels4286]

Hi Max, great tutorial, thanks a lot! But what happens to the [Status] New Contact. Shouldn"t that tag be removed at some point?

[@maxvcollenburg]

Hey Matthias! Yes, you could remove that tag again by adding a 30-minute wait & a remove tag action inside the same automation 🙃

[@mypelvichealing2822]

In your opinion, do you think the upgrade to Plus is worth it for the conditional content? It seems like this could allow you to write far less emails... Also if I don't upgrade my plan, would I just have to make more automations to satisfy more lead magnets, etc.. Hope this makes sense! :)

[@maxvcollenburg]

Hey Mariesa! I think conditional content is an amazing feature to personalize your emails, which will help you to make your emails more relevant (and convert more leads into customers). But if it's worth it depends on if you have something to personalize, if you are able to monetize your audience, and if you really make use of it. But in general, I would say it's worth it because the relatively small fee to upgrade could help you generate tons of extra revenue. Hope that helps! 🙌

[@wandaverstappen3160]

Hi Max, thank you so much for this tutorial, very helpful! I have a question: I am trying to copy you and use the Inspector button with Custom CSS. When I fill in ._form_11 { padding: 0px limportant; margin:0px limportant; } ._x88237123 input {padding 10px } Nothing changes? Do I do something incorrect? Thank you in advance!!

[@maxvcollenburg]

Hey Wanda! Looks like you made some small mistakes in your CSS. 1) Before every "important" you need to add an explanation mark instead of l 2) After the padding for your input field you need to add a colon 3) After the 10px you need to add a semicolon Hope that does the trick! 🙂

[@maxvcollenburg]

I also made a separate tutorial about ActiveCampaign Forms, be sure to check that one out 😄

[@wandaverstappen3160]

@@maxvcollenburg Thank you for your very quick reply I will try it!

[@wandaverstappen3160]

@@maxvcollenburg I will for sure!😄

[@abrahammassaquoi4672]

First and foremost i want to thank you for the tutorial, its been so helpful for me who want to start a new career in email marketing. Still watching and waiting for opportunity to put these newly acquired skills to work. How can i be really effective email marketer via ActiveCampaign?

[@maxvcollenburg]

Hey Abraham! To be an effective email marketer via ActiveCampaign I would; 1) Focus on building trust because people buy from people they trust. 2) Provide lots of value for free because I think it's one of the quickest ways to build trust. 3) Be consistent, send emails out at a regular interval so you stay on people their radar and they know what to expect. This would probably be a great idea for a video, haha. I'll add it to my idea list.

[@gogogogogo7791]

@@maxvcollenburg can u pls recommend the main skillset in email marketing or the impoetant part which can be used for clients businesses Would love to hear in detail🤪

[@sychophantt]

Can you do cold email on ActiveCampaign?

[@maxvcollenburg]

I don't think so. People need to give consent to receiving emails.

[@gogogogogo7791]

Hey max Is there any demand for the oerson who can handle the clients businesses automation part which can be offered as a freelance service

[@maxvcollenburg]

Hey Gogog! I think there's a huge demand for this, and there's also already quite a lot of people who offer this as a service 🙃

[@gogogogogo7791]

Thanks for the reply man ✌

[@maxvcollenburg]

@@gogogogogo7791 you're welcome 🙃always happy to help.

[@kellykleinman9397]

You totally left out how to add a list. The prompts ask for what fields you'd like to include and it's confusing. I see you had a url for your list in the set up. That's a crucial set up component that you left out.

[@wandaverstappen3160]

Hi Max, One other question: I am trying to make the selected textblock conditional by hitting the gear icon, but the option 'make conditional' is not there (duplicate, hide, save and delete are). Do you by any chance know why this doesn't show?

[@maxvcollenburg]

Hey Wanda! The conditional content option is only available on the plus plan and above unfortunately. So if you're using the lite plan, that's why you can't find it 🙁

[@wandaverstappen3160]

@@maxvcollenburg Thank you for your answer Max!

[@robertzelinsky4536]

I do not have a create a form icon on my instance of Active Campaign.

[@maxvcollenburg]

Hey Robert! They moved it recently to the 'Site' tab 😄

[@positivevibes5684]

20:35 can I change sender details after I created a letter?

[@maxvcollenburg]

Yes! Just go over to the gear icon on the top right when you're in the email designer 🤗

[@AshiqKhan-ky5cu]

Bc, where is the coding part😄

[@abhishekkumar-hn2hc]

That was good. Amazing, but could you please make a tutorial for beginners as to how to use active campaign software. Because for beginners it is quite difficult.

[@maxvcollenburg]

Hey Abhishek! Thís is my tutorial for beginners, haha. Was there something I didn't explain good enough or something that I missed? Feedback is always welcome 🙃

[@abhishekkumar-hn2hc]

@@maxvcollenburg I didn't understand the concept of cheatsheets