Creating Email Sequence in Active Campaign

  • On the left hand sidebar click “automations” 

  • Click “Create an automation”

  • Start one from Scratch

  • You will then select what your first trigger is

    • Make sure you are selecting the correct list with the contacts you are wanting to receive the email

    • It will only run once

  • You will then add a condition

    • This is helpful with opt-in sequences so that way when someone submits their email they can be put into the process

  • Next you will add an if/then type condition

    • If they opt in then will start receiving emails

    • If no then the sequence wont start/they will not receive the emails/automation

  • Next you will put in the email you want to use

  • Unless you have a specific template to use I would recommend using the previous campaign template from the “Dr. Grenger” campaign with the specific header shown below

  • Once the email has been loaded the same way you would a normal internal send in Active Campaign you would put how many days until the next email

  • Next you will add the following trigger (if/then) condition on what needs to happen in order to get the next email in the sequence

  • This shows what happens if they did purchase after the first email, or if they did not, what the tags would look like. 

  • Next you will have the “yes” or “no” option

  • Yes (they purchased) they would not need to continue in this specific automation therefore the automation would end. 

  • But if they did NOT purchase then the automation would continue and you would repeat the process above so it would look like this

  • Once you have the rules and tags in place you can just copy and paste it over and over until the automation is done. 

    • NOTE: THIS IS ONLY IF OTHER TRIGGERS ARE NOT NECESSARY

    • If other triggers are necessary throughout the rest of the automation you would add those into the if/then part of the automation choices.