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How to Use ActiveCampaign: CRM & Email Marketing in 2026?

deur | Last updated Mar 6, 2026

Quick Start

This guide covers every ActiveCampaign feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Probleemoplossing | Prijzen | Alternatieven

Why Trust This Guide

I’ve used ActiveCampaign for over two years and tested every feature covered here. This how to use ActiveCampaign tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Hoe ActiveCampaign te gebruiken

ActiveCampaign is one of the most powerful marketing automatisering tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

ActiveCampaign Tutorial

This complete ActiveCampaign tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

ActiveCampaign

Automate your email marketing, CRM, and sales outreach from one platform. ActiveCampaign powers 180,000+ businesses with smart automations and predictive sending. Start your 14-day free trial today.

Getting Started with ActiveCampaign

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Now let’s walk through each step.

Step 1: Create Your Account

Go to ActiveCampaign’s website and click “Start Free Trial.”

Enter your email, bedrijf name, and create a password.

No credit card is required for the 14-day trial.

Checkpoint: Controleer uw inbox for a confirmation email.

Step 2: Set Up Your First List

Click “Lists” in the left menu, then “Create a List.”

Name it something clear like “General Marketing.”

Add your website URL and a reminder of how contacts subscribed.

Here’s what the dashboard looks like:

Activecampaign Introduction

Checkpoint: You should see your new list in the Lists section.

Step 3: Import Your Contacts

Click “Contacts” then “Import” in the top menu.

Upload a CSV file with your contact gegevens.

Map each column to the correct ActiveCampaign field.

Add a tag like “Initial Import” to track these contacts.

✅ Done: You’re ready to use any feature below.

How to Use ActiveCampaign Email Marketing

E-mailmarketing lets you create, send, and track professional email campaigns.

Here’s how to use it step by step.

Watch Email Marketing in action:

Persoonlijke gegevens in ActiveCampaign

Now let’s break down each step.

Step 1: Create a New Campaign

Click “Campaigns” in the left menu, then “Create a Campaign.”

Choose “Standard” as your campaign type and give it a name.

Select which list or segment should receive this email.

Step 2: Design Your Email

Pick a template or start from scratch with the drag-and-drop editor.

Add your subject line, preview tekst, and sender name.

Here’s what this looks like:

Activecampaign Top Benefits

Checkpoint: You should see your email preview with all content loaded.

Step 3: Send or Schedule

Click “Send a Test Email” to preview it in your inbox first.

Choose “Send Now” or schedule it for a specific date and time.

✅ Result: Your email campaign is live and tracking opens and clicks.

💡 Pro-tip: Always send a test email to yourself before hitting send. Check it on both desktop and mobile to catch formatting issues.

How to Use ActiveCampaign Custom Landing Pages

Aangepaste landingspagina's lets you build dedicated pages that capture leads without coding.

Here’s how to use it step by step.

Watch Custom Landing Pages in action:

landingspagina's in ActiveCampaign

Now let’s break down each step.

Step 1: Open the Landing Page Builder

Go to “Website” in the left menu, then click “Landing Pages.”

Click “Create a Landing Page” and choose a template.

Step 2: Customize Your Page

Drag and drop blocks to add headlines, images, and forms.

Connect a form to a specific list so new leads get added automatically.

Checkpoint: You should see the form connected to your chosen list.

Step 3: Publish Your Page

Set your page URL or connect a custom domain.

Click “Publish” and share the link with your audience.

✅ Result: Your landing page is live and collecting leads into ActiveCampaign.

💡 Pro-tip: Keep your landing page focused on one single offer. Pages with fewer distractions convert much better than busy ones.

How to Use ActiveCampaign Dynamic Content

Dynamische inhoud lets you show different email content based on each contact’s data.

Here’s how to use it step by step.

Watch Dynamic Content in action:

ActiveCampaign dynamische content

Now let’s break down each step.

Step 1: Open the Email Editor

Create a new campaign or open an existing automation email.

Click on any content block where you want dynamic content.

Step 2: Add Conditional Rules

Click “Make Conditional” on the content block you selected.

Set your conditions like “If tag equals VIP, show this offer.”

Checkpoint: You should see the conditional logic panel with your rules applied.

Step 3: Preview and Test

Use the preview feature to switch between contact profiles.

Confirm each audience segment sees the right content version.

✅ Result: Each subscriber sees personalized content tailored to their profile.

💡 Pro-tip: Start with two simple variations before building complex conditional logic. Test what works first, then add more rules.

How to Use ActiveCampaign Integrated AI

Geïntegreerde AI lets you generate subject lines, predict send times, and score leads automatically.

Here’s how to use it step by step.

Watch Integrated AI in action:

ActiveCampaign heeft AI geïntegreerd, nieuw.

Now let’s break down each step.

Step 1: Enable Predictive Sending

Open any campaign and go to the scheduling step.

Toggle on “Predictive Sending” to let AI pick the best time per contact.

Step 2: Generate AI Subject Lines

In the email editor, click the AI icon next to the subject line field.

Choose from the generated options or ask for more variations.

Checkpoint: You should see multiple AI-generated subject line suggestions.

Step 3: Review AI Win Probability

Check the “Win Probability” score on your deals in the CRM.

Focus your follow-ups on deals with the highest predicted close rate.

✅ Result: AI handles timing, subject lines, and lead scoring so you can focus on strategy.

💡 Pro-tip: Predictive sending needs at least 20 opens from a contact to work well. Build engagement history before relying on it fully.

How to Use ActiveCampaign Segmentation and Targeting

Segmentation and Targeting lets you group contacts by behavior, tags, or custom fields.

Here’s how to use it step by step.

Watch Segmentation and Targeting in action:

ActiveCampaign segmentatie nieuw

Now let’s break down each step.

Step 1: Create a New Segment

Go to “Contacts” and click “Advanced Search.”

Add conditions like “Tag is VIP” or “Opened email in last 30 days.”

Step 2: Save Your Segment

Click “Save as Segment” and give it a descriptive name.

This segment updates automatically as contacts match the conditions.

Checkpoint: You should see your saved segment in the Contacts section.

Step 3: Use Segments in Campaigns

When creating a campaign, select your saved segment as the audience.

Only contacts matching your conditions will receive the email.

✅ Result: Your campaigns reach exactly the right people at the right time.

💡 Pro-tip: Combine tags and custom fields for powerful segments. For example, “Tag = Customer AND Last Purchase > 60 days ago” targets re-engagement perfectly.

How to Use ActiveCampaign Advanced CRM

Geavanceerd CRM lets you manage deals, track pipelines, and close sales from one dashboard.

Here’s how to use it step by step.

Watch Advanced CRM in action:

Activecampaign Advanced CRM

Now let’s break down each step.

Step 1: Set Up Your Pipeline

Go to “Deals” in the left menu and click “Add Pipeline.”

Name your pipeline and define stages like “Lead,” “Proposal,” and “Won.”

Step 2: Add and Manage Deals

Click “Add a Deal” and link it to an existing contact.

Set the deal value, expected close date, and assign an owner.

Checkpoint: You should see your deal card in the pipeline view.

Step 3: Automate Deal Actions

Create an automation that triggers when a deal moves to a new stage.

Use it to send follow-up emails or notify your sales team automatically.

✅ Result: Your sales pipeline is visual, automated, and always up to date.

💡 Pro-tip: Use the “Deal Score” feature to prioritize hot leads. It factors in email engagement and website visits to rank your deals.

How to Use ActiveCampaign Autonomous Marketing

Autonoom Marketing lets you build automated workflows that run on their own 24/7.

Here’s how to use it step by step.

Watch Autonoom Marketing in action:

Activecampaign Autonomous Marketing

Now let’s break down each step.

Step 1: Create a New Automation

Go to “Automations” and click “Create an Automation.”

Choose a pre-built recipe or start from scratch.

Step 2: Set Your Trigger and Actions

Pick a trigger like “Subscribes to list” or “Clicks a link.”

Add actions such as “Send email,” “Add tag,” or “Wait 3 days.”

Checkpoint: You should see your automation flow with trigger and actions connected.

Step 3: Activate Your Automation

Review your workflow, then toggle it to “Active.”

Contacts who match the trigger will enter the automation automatically.

✅ Result: Your marketing runs on autopilot, nurturing leads while you sleep.

💡 Pro-tip: Use “If/Else” branches to create different paths based on contact behavior. This turns a simple sequence into a smart workflow.

How to Use ActiveCampaign Content Creation

Contentcreatie lets you design emails, forms, and templates without any coding skills.

Here’s how to use it step by step.

Watch Content Creation in action:

Activecampaign Content Creation

Now let’s break down each step.

Step 1: Choose a Template

Open the email editor and browse the template library.

Pick a template that matches your brand and campaign goal.

Step 2: Customize with the Drag-and-Drop Editor

Drag content blocks for text, images, buttons, and social links.

Adjust colors, fonts, and spacing to match your brand guidelines.

Checkpoint: You should see your customized email matching your brand style.

Step 3: Create Forms for Lead Capture

Go to “Forms” and click “Create a Form.”

Choose from inline, floating bar, modal popup, or floating box styles.

Connect your form to a list and embed it on your website.

✅ Result: Professional emails and forms are ready to capture and engage leads.

💡 Pro-tip: Save your best-performing emails as templates. This saves hours on future campaigns and keeps your branding consistent.

How to Use ActiveCampaign Analysis & Reporting

Analysis & Rapportage lets you track campaign performance, automation results, and revenue.

Here’s how to use it step by step.

Watch Analysis & Reporting in action:

Activecampaign Analysis & Reporting

Now let’s break down each step.

Step 1: Open the Reports Dashboard

Click “Reports” in the left menu to see your overview dashboard.

Check open rates, click rates, and unsubscribe trends at a glance.

Step 2: Drill Into Campaign Reports

Click on any individual campaign to see detailed performance data.

Review which links got the most clicks and which contacts engaged.

Checkpoint: You should see open rate, click rate, and revenue data for your campaign.

Step 3: Enable Conversion Tracking

Connect Google Analytics under “Settings” then “Tracking.”

Enable site tracking to see which pages contacts visit after clicking.

✅ Result: You can track the full journey from email open to website conversion.

💡 Pro-tip: Set up goal tracking for key actions like purchases or sign-ups. This lets you measure real ROI from your automations.

ActiveCampaign Pro Tips and Shortcuts

After testing ActiveCampaign for over two years, here are my best tips.

Toetsenbord sneltoetsen

ActionShortcut
Save a draftCtrl + S (Cmd + S on Mac)
Send a test emailCtrl + Shift + T
Undo last actionCtrl + Z (Cmd + Z on Mac)
Search contacts quicklyClick the search bar or press /

Hidden Features Most People Miss

  • Sunset Automations: Set up a workflow that automatically unsubscribes contacts who haven’t engaged in 90+ days. This keeps your list clean and improves deliverability.
  • Link Click Triggers: Use specific link clicks inside emails to apply tags or trigger entirely new automations. It’s a hidden way to segment by interest.
  • Automation Map: View all your automations as an interconnected map under “Automations” then “Automation Map.” It shows how workflows connect to each other.

ActiveCampaign Common Mistakes to Avoid

Mistake #1: Creating Too Many Lists

❌ Wrong: Creating a separate list for every campaign, product, or audience segment.

✅ Right: Use one or two master lists and organize contacts with tags and custom fields instead.

Mistake #2: Skipping Contact Consent

❌ Wrong: Importing purchased email lists or contacts who never opted in.

✅ Right: Only send to contacts who have clearly consented. This protects your sender reputation and keeps deliverability high.

Mistake #3: Ignoring Automation Naming Conventions

❌ Wrong: Naming automations vaguely like “Automation 1” or “New Workflow.”

✅ Right: Use a clear naming system like “Welcome Series – New Leads” or “Re-engagement – 60 Day Inactive.” You’ll thank yourself when you have 50+ automations.

ActiveCampaign Troubleshooting

Problem: Emails Landing in Spam

Cause: Missing email authentication records or sending to unengaged contacts.

Repareren: Set up SPF, DKIM, and DMARC records for your domain. Remove contacts who haven’t opened an email in 90+ days.

Problem: Automation Not Triggering

Cause: The automation is set to “Inactive” or the trigger conditions don’t match any contacts.

Repareren: Toggle the automation to “Active” and double-check your trigger settings. Make sure the trigger list or tag actually has contacts.

Problem: Contacts Not Importing Correctly

Cause: The CSV file has formatting issues or the field mapping is wrong.

Repareren: Save your file as UTF-8 CSV format. During import, carefully match each column to the correct ActiveCampaign field.

📌 Opmerking: If none of these fix your issue, contact ActiveCampaign support.

Wat is ActiveCampaign?

ActiveCampaign is a marketing automation and CRM tool that helps you send targeted emails, automate workflows, and manage customer relationships.

Think of it like having a marketing assistent that works 24/7 — sending the right emails to the right people at the right time, without you lifting a finger.

Watch this quick overview:

It includes these key features:

  • E-mailmarketing: Build, send, and track professional email campaigns with drag-and-drop design
  • Custom Landing Pages: Create lead capture pages without coding or design skills
  • Dynamische inhoud: Show different email content based on each contact’s tags and data
  • Integrated AI: Generate subject lines, predict send times, and score leads automatically
  • Segmentation and Targeting: Group contacts by behavior, tags, or custom fields for precise targeting
  • Advanced CRM: Manage deals, track pipelines, and automate sales follow-ups
  • Autonomous Marketing: Build automated workflows that nurture leads on autopilot
  • Contentcreatie: Design emails, forms, and templates with built-in redacteuren
  • Analysis & Reporting: Track opens, clicks, revenue, and conversion data in real time

For a full review, see our ActiveCampaign review.

Persoonlijke gegevens in ActiveCampaign

ActiveCampaign-prijzen

Here’s what ActiveCampaign costs in 2026:

PlanPrijsHet beste voor
Starter$15/maandSolo users sending basic email campaigns
Plus$49/maandGrowing businesses that need automations and CRM
Pro$79/maandTeams needing advanced automation and reporting
Onderneming$145/maandLarge organizations with complex workflows

Gratis proefperiode: Yes — 14 days with access to Pro features. No credit card required.

Geld-terug-garantie: No formal guarantee, but you can cancel anytime.

ActiveCampaign-prijzen

💰 Best Value: Plus at $49/month — it unlocks advanced automations, landing pages, and CRM features that most growing businesses need.

ActiveCampaign vs Alternatives

How does ActiveCampaign compare? Here’s the competitive landscape:

HulpmiddelHet beste voorPrijsRating
ActiveCampaignEmail automation + CRM$15/mo⭐ 4
Ga naar een hoger niveauAll-in-one marketing agency tool$97/mo⭐ 4.3
PijpleidingSales-focused CRM$14/user/mo⭐ 4.3
KeapKlein bedrijf CRM + automation$299/maand⭐ 4.2
HubSpotFree CRM with marketing tools$0–$800/mo⭐ 4
ClickFunnelsSales funnel bouwer$81/maand⭐ 4.2
MeteenKoude e-mail outreach at scale$30/mo⭐ 4.3
SalesforceEnterprise-grade CRM$25/user/mo⭐ 4.5

Quick picks:

  • Best overall: ActiveCampaign — unmatched automation depth for the price
  • Best budget: HubSpot Free — solid CRM and basic email at zero cost
  • Best for beginners: Pipedrive — clean interface with easy sales pipeline setup
  • Best for agencies: GoHighLevel — white-label tools and client management built in

🎯 ActiveCampaign Alternatives

Looking for ActiveCampaign alternatives? Here are the top options:

  • 🚀 GoHighLevel: All-in-one platform for agencies with built-in funnels, CRM, and white-label features. Replaces multiple tools at once.
  • 💼 Pijpleiding: Sales-first CRM with a visual pipeline that’s incredibly easy to set up. Great for teams focused on closing deals.
  • Keap: Combines CRM, email marketing, and invoicing for kleine bedrijven. Ideal if you want everything in one dashboard.
  • 🌟 HubSpot: Free CRM with powerful marketing hub add-ons. Best for companies that want to start free and scale later.
  • 🎨 ClickFunnels: Purpose-built for creating sales funnels and landing pages. Perfect for online cursus creators and coaches.
  • 🧠 Volk: Lightweight CRM designed for relationship-driven teams. Simple contact management without the bloat.
  • 🔥 Meteen: Cold email outreach platform with unlimited sending accounts. Best for lead generation agencies and SDR teams.
  • 🔧 ClickUp: Project management tool with built-in CRM views. Great if your team already uses ClickUp for task management.
  • 📊 Maandag CRM: Visual CRM built on Monday.com’s project management platform. Ideal for teams that love customizable workflows.
  • 💰 Capsule CRM: Simple, affordable CRM for small teams. Offers a free plan and clean interface for contact management.
  • 🎯 Inzichtelijk: CRM with built-in project management features. Good for businesses that track deals and deliver projects together.
  • 👶 Freshsales CRM: AI-powered CRM by Freshworks with a generous free plan. Easy onboarding for CRM beginners.
  • 🏢 Salesforce: The industry-standard enterprise CRM with deep customization. Best for large teams with complex sales processes.
  • Zendesk: Customer support platform with CRM capabilities. Ideal if your priority is service-first customer relationships.

For the full list, see our Alternatieven voor ActiveCampaign guide.

⚔️ ActiveCampaign Compared

Here’s how ActiveCampaign stacks up against each competitor:

  • ActiveCampaign versus GoHighLevel: ActiveCampaign wins on email automation depth. GoHighLevel wins as an all-in-one agency platform with funnels and white-labeling.
  • ActiveCampaign versus Pipedrive: Pipedrive is better for pure sales pipeline management. ActiveCampaign is better for combining email marketing with CRM.
  • ActiveCampaign versus Keap: Keap bundles invoicing and payments. ActiveCampaign offers far more advanced automation at a lower price point.
  • ActiveCampaign versus HubSpot: HubSpot’s free CRM is hard to beat. ActiveCampaign delivers more automation power for less money on paid plans.
  • ActiveCampaign versus ClickFunnels: ClickFunnels excels at funnel building. ActiveCampaign is stronger for ongoing email nurture and CRM workflows.
  • ActiveCampaign versus Folk: Folk is simpler and more relationship-focused. ActiveCampaign offers far deeper automation and email marketing capabilities.
  • ActiveCampaign versus Instantly: Instantly is purpose-built for cold outreach. ActiveCampaign is better for warm leads and lifecycle marketing automation.
  • ActiveCampaign vs ClickUp: ClickUp is a project management tool first. ActiveCampaign is a dedicated marketing automation platform with much deeper email features.
  • ActiveCampaign versus Monday CRM: Monday CRM shines at visual project tracking. ActiveCampaign wins for behavior-based email automation and lead scoring.
  • ActiveCampaign versus Capsule CRM: Capsule is lighter and cheaper. ActiveCampaign adds powerful automation that Capsule doesn’t offer.
  • ActiveCampaign versus Insightly: Insightly combines CRM with project delivery. ActiveCampaign is stronger for marketing automation and email campaigns.
  • ActiveCampaign versus Freshsales CRM: Freshsales has AI lead scoring on its free plan. ActiveCampaign offers more advanced automation workflows and email tools.
  • ActiveCampaign versus Salesforce: Salesforce is the enterprise king with endless customization. ActiveCampaign is more affordable and easier to set up for SMBs.
  • ActiveCampaign versus Zendesk: Zendesk focuses on customer support and ticketing. ActiveCampaign focuses on marketing automation and sales CRM.

Start Using ActiveCampaign Now

You learned how to use every major ActiveCampaign feature:

  • ✅ Email Marketing
  • ✅ Custom Landing Pages
  • ✅ Dynamic Content
  • ✅ Integrated AI
  • ✅ Segmentation and Targeting
  • ✅ Advanced CRM
  • ✅ Autonomous Marketing
  • ✅ Content Creation
  • ✅ Analysis & Reporting

Next step: Pick one feature and try it now.

Most people start with Email Marketing.

It takes less than 5 minutes.

Veelgestelde vragen

What is ActiveCampaign used for?

ActiveCampaign is used for email marketing, marketing automation, CRM, and sales automation. It helps businesses send targeted emails, build automated workflows, manage contacts, and track deals through a visual pipeline. Over 180,000 businesses use it to grow their revenue.

Is ActiveCampaign easy to use?

ActiveCampaign has a moderate learning curve. The email editor and campaign builder are straightforward, but the automation builder takes time to master. Most users feel comfortable within the first week. The platform provides a setup wizard and pre-built automation templates to speed things up.

How to use ActiveCampaign as a CRM?

ActiveCampaign includes a built-in CRM with deal pipelines, contact scoring, and sales automation. To use it as a CRM, go to the Deals section, set up your pipeline stages, and add deals linked to your contacts. You can automate follow-ups based on deal stage changes.

Can I use ActiveCampaign for free?

ActiveCampaign offers a 14-day free trial with access to Pro plan features. No credit card is required to start. After the trial ends, you’ll need to choose a paid plan starting at $15/month for the Starter tier with up to 1,000 contacts.

Who is ActiveCampaign best for?

ActiveCampaign is best for small to mid-sized businesses that want powerful email automation without enterprise pricing. It’s ideal for marketers, e-commerce stores, coaches, SaaS companies, and agencies that need behavior-based email sequences and CRM features in one platform.

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