Autoresponder and Email Automation Sequence How-To

Step 1: Set Up Your Automation Sequence 

Most of the time, your CSM will do this, but it doesn’t hurt to know how to do it yourself.  

1. When you enter your client’s ActiveCampaign account, click on the Automation tab on the left sidebar  

1. Click the Create Automation > Start from Scratch (first option) 

1. Select Submits a Form > Add Start (don’t worry about selecting a specific form) for the Start Trigger. 

1. Click the + button to Add an Action > Contacts > Add a Tag > type “Vacation Guide” and save 

1.  Click the + button again > Send an Email > Create an Email 

1. You’re ready to start creating your first AR! 

Step 2: Create the Autoresponders 

Creating the four Autoresponders is basically the same as writing a regular email, but we’ll run through it anyway.  

1. Click the + button once you created the automation sequence, then select Send Email > Create an Email 

1. Enter email name (AR 1) > Select Template > add the Title, Customer Email, and Subject Line 

1. Add all of the content to your email and click Next in the top corner 

1. Click Save and Exit 

1. You finished your first AR! 

Step 3: Add the Waiting Period Between ARs 

1. Click the + button again before clicking Conditions and Workflow > Wait > Wait for a specified period of time > select number of days and save 

Repeat Steps 2 and 3 three more times, and you will have completed your Vacation Guide AR sequence!