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How to Set Up an Email Campaign

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Here’s a step-by-step walkthrough of setting up a basic campaign in ActiveCampaign:

Step 1: Create a List

Start by importing your email list or cfo email list integrating your sign-up forms. You can tag contacts or segment them upon import for better organization.

Step 2: Choose Your Campaign Type

Select from options such as:

  • Standard campaign

  • Automated campaign

  • A/B test campaign

  • Date-based or RSS-triggered campaign

Step 3: Design Your Email

Use the drag-and-drop email designer google analytics 4 vs universal analytics: full comparison in 2023 or customize a pre-made template. Include dynamic content blocks and personalization tags to tailor each email.

Step 4: Set Up Automation

Define what triggers your campaign—such as fans data form submissions, link clicks, or product purchases. Build your workflow to guide users through a sequence based on their behavior.

Step 5: Test and Preview

Send test emails to ensure formatting and links work properly. Use ActiveCampaign’s inbox preview feature to see how your email renders across devices.

Step 6: Launch and Analyze

Once sent, monitor performance metrics like open rates, click-throughs, bounces, and conversions via the reporting dashboard.

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