Active Campaign is a wonderful autoresponder system with a lot of features of the more well-known high dollar systems for a fraction of the cost. It’s a system I highly recommend and one we make heavy use of.

While the interface is easy enough to follow, due to all the functionality of the system, it can be difficult to remember all the steps for handling various tasks. To help ensure you handle what you need to when creating emails, lists and forms within Active Campaign, I’ve put together this blueprint to help clearly define the steps involved and things to remember as you go through them.

Note that while this blueprint will touch upon Automations, it will only be for basic use of them and not intended to cover all uses of them.