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How to set up an automation with Constant Contact


Are you looking for a tutorial on how to create a marketing automation with Constant Contact? Then this tutorial is for you!

How to set up an automation with Constant Contact

Email automations help you send emails automatically based on behavior or actions.

Once you set up an automation, you won’t need to send an email manually, over and over again. The automation will do it for you every time the conditions are met.

So let’s see how you can set up and build a marketing workflow with Constant Contact.

How to set up an automation


(a) Go to Campaigns

How to set up your first automation with Constant Contact

(b) Click Create

How to set up your first automation with Constant Contact

(c) Select Automations

How to set up your first automation with Constant Contact

(d) You can use premade automation templates by clicking View all path templates

How to set up your first automation with Constant Contact
  • or you can create a custom Automation Path by clicking Create an Automation Path
How to set up your first automation with Constant Contact

Build the Path


(a) Choose a trigger for the path and click Next

How to set up your first automation with Constant Contact

(b) Enter a name for the workflow and click Create Path

How to set up your first automation with Constant Contact

(c) On the left-side menu, you can choose the Actions and the Rules

How to set up your first automation with Constant Contact

(d) To add Actions & Rules, drag and drop them into the workflow

How to set up your first automation with Constant Contact

(e) Once you are done building the path, click Activate

That’s all, we hope this tutorial was helpful and that you learned how to set up and build your first automation with Constant Contact.


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