Follow these steps to get started with ActiveCampaign
Personalization is key for building meaningful connections with your contacts. Learn how to maintain attention to detail as you scale with ActiveCampaign, the leading automation platform, with the below resources.
Getting to know the ActiveCampaign platform
Let’s start with a quick overview!
Looking for a more in-depth option? Check out the entire ActiveCampaign platform by registering for the Getting Started with ActiveCampaign course.
This course takes about 90 minutes, and you can access lessons at any time. You can quickly register, take a lesson or two, and return whenever you want.
What’s included:
- ActiveCampaign platform fundamentals, best practices, and expert strategy in organizing and building your account
- Quiz yourself! See how well you’re learning ActiveCampaign
- All the resources you need to get started
Take the Getting Started Course
Our introduction to the fundamentals of ActiveCampaign
Dive into the ActiveCampaign platform by following this quick checklist:
Use ActiveCampaign’s drag-and-drop email designer to create stunning email campaigns in minutes. Sign up for an upcoming Campaign Building Workshop.
Use ActiveCampaign’s drag-and drop automation builder to set up automated workflows that make sense for your business. Check out our 900+ pre-built recipes to help you get started. Sign up for an upcoming Automation Building Workshop.
Browse over 940+ integrations (including Facebook, WordPress, Shopify, Salesforce, and more) to start automating your customer experience with the apps you already use.
Use Site Tracking to see which pages of your website are being visited by your contacts and create amazing personalized customer experiences for your audiences.
Use signup forms to collect leads on your website and grow your contact database.
Use segmentation to effectively target and personalize your communications.
Make sure to monitor your reports regularly to optimize your automations and campaigns.
Register for ActiveTraining webinars & workshops
While you’re working through your product checklist and the Getting Started course, hit the ground running with ActiveTraining webinars & workshops. A live moderator will be available to answer questions!
What you’ll learn:
- The fastest ways to get started in ActiveCampaign
- Not just how to automate — but how you decide what to automate
- How to segment your contacts, personalize your messaging, and create incredible customer experiences
Join the ActiveCampaign Community
Where can you find ActiveCampaign customers like you? In the ActiveCampaign Community, you can meet other ActiveCampaign users, ask questions, and someday, even show off what you build!
By joining the community, you’ll:
- Gain valuable insights, tips, and tricks from experienced ActiveCampaign users
- Network and collaborate with like-minded individuals, building valuable relationships
- Get early access to features, updates, and beta testing opportunities
- Receive support and guidance from our dedicated community managers and experts
Join an in-person Study Hall near you
Become a Marketing Automation expert! Join one of our two-day in-person workshops for hands-on learning within your own ActiveCampaign account. You’ll walk away feeling empowered to use ActiveCampaign in new ways to grow your business!
By attending Study Hall, you’ll receive:
- Over 10 hours with a marketing automation expert and an opportunity to network with fellow ActiveCampaign users
- New ways to build personalized customer experiences at scale with automation
- Ways to manage and organize all of your contact data
- ActiveCampaign Level 1 Fundamentals certification
Frequently Asked Questions
What helpful pages should I bookmark as a new user of ActiveCampaign?
We suggest creating an ActiveCampaign folder in your bookmarks so you can keep track of all necessary information and resources. These are the most important pages to bookmark: Login to ActiveCampaign, ActiveCampaign Education Center, ActiveCampaign Help Center.
Who should I talk to about account questions?
ActiveCampaign’s Customer Experience Team can help work through any timely questions. Contact Customer Experience for help with platform and account issues.
Where can I find the legal information I need for ActiveCampaign?
You can find information about ActiveCampaign’s terms of service and other policies on these pages: Terms of Service, Acceptable Use Policy, Privacy Policy, GDPR Compliance
Where can I learn more about how ActiveCampaign manages email deliverability?
ActiveCampaign has several resources available to help you succeed with email deliverability. Start by reviewing this help article with important tips and suggestions for your first 30 days with a new email provider. Looking for more? Check out the email deliverability section in our Help Center.
How can I try ActiveCampaign?
Sign up for a 14-day free trial, and check out the Onboarding webinars & workshops to learn the ActiveCampaign approach to Customer Experience Automation and set up your new account.