ActiveCampaign Tutorials for Beginners 2025

24 Mar

ActiveCampaing Guide for Beginners, woman reading a book

Are you new to ActiveCampaign?

This powerful tool can transform your business with email marketing, automation, and CRM features.

We've got quick, easy-to-follow demos and tutorials from the Automate To Thrive YouTube channel to help you hit the ground running.

Whether you're a beginner or just looking to fine-tune your ActiveCampaign setup, our ActiveCampaign tutorials for beginners will guide you every step of the way.

What is ActiveCampaign ?

ActiveCampaign isn’t just another CRM tool, it’s a comprehensive automation solution that brings email marketing, CRM, and sales automation under one roof.

Whether you're a small business or an enterprise, learning how to use ActiveCampaign can save you time, increase conversions, and grow your business.

Here’s a sneak peek at some of the ActiveCampaign tutorials for beginners that you won’t want to miss:

1. How to Organize and Manage Contacts in ActiveCampaign

Managing contacts is the foundation of any CRM system. In this tutorial, you'll learn how to efficiently organize your leads and customers so you never miss an important follow-up.

▶ Watch now: How to Organize and Manage Contacts in ActiveCampaign

Key Takeaways:

✅ Track every interaction with your leads
✅ Personalize communication with ease
✅ Improve customer relationships & retention

2. How to Use Lists in ActiveCampaign the Right Way

Once you’ve organized your contacts, you’ll want to segment them effectively to create targeted email campaigns. This tutorial covers how to use Lists in ActiveCampaign to achieve that.

▶ Watch now: How to Use Lists in ActiveCampaign the Right Way

Key Takeaways:

✅ Create targeted email campaigns
✅ Keep subscribers organized
✅ Improve email engagement and deliverability

Learn more about list strategies in our Advanced List ActiveCampaign Guide.

3. How to Manage Business Relationships with Accounts in ActiveCampaign

This tutorial is great for B2B businesses. Learn how to organize and track your business accounts and streamline your sales efforts. Managing accounts can help you track interactions and measure the progress of each account.

▶ Watch now: How to Manage Business Relationships with Accounts in ActiveCampaign

Key Takeaways:

✅ Organize businesses and contacts in one place
✅ Improve collaboration across your sales team
✅ Track company interactions and deal progress

4. How to Use Tags in ActiveCampaign for Better Email Marketing

Tags help segment contacts for personalized, targeted email campaigns. Learn how to tag your contacts and create automations that send the right messages to the right people.

▶ Watch now: How to Use Tags in ActiveCampaign

Key Takeaways:

✅ Why and how to use tags effectively
✅ Organize subscribers with dynamic tagging
✅ Improve automation and personalization

5. How to Use Fields in ActiveCampaign to Personalize & Organize Data

Fields help you capture important information about your leads and customers, enabling more personalized communication. Learn how to create and use custom fields to improve your segmentation and customer experience.

▶ Watch now: How to Use Fields in ActiveCampaign

Key Takeaways:

✅ Customize contact details for better segmentation
✅ Collect and store key customer information
✅ Use fields to trigger personalized automations

6. How to Use Segments in ActiveCampaign for Smarter Email Campaigns

Segments allow you to dynamically filter contacts based on behavior, engagement, and customer data. This tutorial explains how to set up and use segments for highly targeted email campaigns.

▶ Watch now: How to Use Segments in ActiveCampaign

Key Takeaways:

✅ What are segments and why they matter
✅ How to create and manage segments
✅ Best practices for personalized email campaigns

Read Full Guide on ActiveCampaing Segmentations

7. How to Use Forms in ActiveCampaign for Lead Generation

Forms are essential for capturing new leads and customers, making them a cornerstone of any effective marketing strategy. In this tutorial, you’ll learn how to create custom forms in ActiveCampaign and integrate them seamlessly into your workflows.

▶ Watch now: How to Build a B2B Lead Generation Form in ActiveCampaign

Key Takeaways:

✅ Create and customize high-converting forms
✅ Automate form submissions for instant follow-up
✅ Maximize lead conversions with personalized fields

8. How to Use ActiveCampaign Email Templates to Boost Engagement

Email Templates save time and maintain branding consistency across your marketing campaigns. Learn how to design and use email templates in ActiveCampaign to ensure your campaigns are both visually appealing and consistent with your brand. This tutorial covers the essentials of creating reusable templates that save time while boosting engagement.

▶ Watch now: How to Use ActiveCampaign Email Templates

Key Takeaways:

✅ Design beautiful, reusable email templates
✅ Maintain brand consistency across campaigns
✅ Save time and streamline your workflow

9. How to Use Content Manager in ActiveCampaign for Faster Email Marketing

If you often reuse email content, the ActiveCampaign Content Manager feature will help you store and organize assets. This video teaches you how to utilize the Content Manager in ActiveCampaign to store and organize email content. By centralizing your assets, you can streamline email creation, reduce manual effort, and improve collaboration across your marketing team.

▶ Watch now: How to Use Content Manager in ActiveCampaign

Key Takeaways:

✅ Store and organize email content efficiently
✅ Reduce manual work in campaign creation
✅ Improve team collaboration with shared assets

10. Mastering Deals in ActiveCampaign – Create, Manage & Close More Sales!

ActiveCampaign’s Deals feature helps sales teams track and close more deals efficiently. This tutorial covers how to set up and manage Deals in ActiveCampaign. Learn how to track deals through different stages, automate follow-up actions, and use the Deals feature to boost your sales efficiency and close more business.

▶ Watch now: Mastering Deals in ActiveCampaign

Key Takeaways:

✅ Set up and customize Deals
✅ Move leads through different sales stages
✅ Automate follow-ups to close more deals

11. 5 ActiveCampaign Deal Automations to Set Up In Your Business

Automation is key to sales efficiency. This video highlights five crucial Deal Automations you can implement in ActiveCampaign to streamline your sales pipeline. Discover how automating key steps in your deal management can increase productivity and reduce the risk of missed opportunities.

▶ Watch now: 5 ActiveCampaign Deal Automations to Set Up In Your Business

✅ Automatically create new deals
✅ Move deals through your pipeline with ease
✅ Get instant notifications when a deal closes

Learn more about automation strategies in our Advanced ActiveCampaign Guide.

12. How to Use ActiveCampaign Tasks to Boost Sales & Close Deals

Tasks help sales teams stay organized and never miss a follow-up. Learn how to use Tasks in ActiveCampaign to stay on top of your sales process. This video shows you how to create and manage tasks for better organization, ensuring no follow-up is missed and boosting your productivity and deal closure rates.

▶ Watch now: How to Use ActiveCampaign Tasks to Boost Sales

Key Takeaways:

✅ Manage and track tasks within ActiveCampaign
✅ Automate task creation for efficiency
✅ Boost productivity and follow-ups

13. How to Use Saved Responses in ActiveCampaign

Tired of writing the same email replies over and over? In this video, I’ll show you how to use Saved Responses in ActiveCampaign so that your team can speed up communication and improve efficiency!

▶ Watch now: How to Use Saved Responses

Key Takeaways:

✅ Create and reuse pre-written responses
✅ Save time while keeping messaging consistent
✅ Respond to leads and customers faster

Ready to take your ActiveCampaign game to the next level?

If you’re facing more complex challenges or have bigger questions, feel free to book a call today, and we’ll work through it together!

Book a Call

FAQ:

Q: Is ActiveCampaign good for beginners?
Yes! ActiveCampaign is user-friendly, and our beginner tutorials help you get started with automation, CRM, and email marketing.

Q: How do I sign up for ActiveCampaign?

Go to the ActiveCampaign website.
Click on “Get Started” and choose a plan (there’s a free trial available).
Enter your email, business details, and create an account.
Once signed up, you'll be directed to your dashboard.

I’m Dimi,

I’m marketing automation consultant who loves making businesses more efficient. My goal? Helping you save 10-20 hours a week with automation so you can enjoy more freedom in your life.