How to Set Up Goals in ActiveCampaign
- George Apostolov
This guide is an interactive LiveDemo. Create interactive demos of your own product: Interactive demo software · Interactive customer onboarding guides · Start free
How to Set Up Goals in ActiveCampaign: step-by-step guide
Click 'Automations' on the left menu.
Click 'Edit' for the automation you want to edit.
Click the '+' icon to add your goal.
Click 'Conditions and Workflow'.
Click the 'Goal' option.
The Goal action modal will appear. Type the name of the Goal into the Goal Name provided.
Use the segment builder to set your Goal conditions.
Click the 'And when this goal is' dropdown.
Select either 'Below the contact's position' or 'Anywhere'.
Click the 'If the contact does not meet goal conditions' dropdown and choose an option.
This determines the action contacts will take when encountering this action in your automation but do not meet the goal conditions.
This option is available on Marketing Professional and Marketing Enterprise plans only.
Click the 'Save' button.
Quick answer: To set up goals in ActiveCampaign, click Automations, select an automation to edit, and click the plus icon. Click Conditions and Workflow, choose Goal, enter the goal name, and set conditions using the segment builder. Configure goal position and unmet condition options, then click Save.
About this ActiveCampaign tutorial
Configure goals in ActiveCampaign by defining conditions, workflow positions, and unmet action rules within your automations. This guide shows how to set Up Goals in ActiveCampaign in 13 steps, starting with "Click 'Automations' on the left menu" and finishing with "Click the 'Save' button". The interactive demo above is a click-through copy of the real ActiveCampaign interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to set Up Goals in ActiveCampaign?
13 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ActiveCampaign data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ActiveCampaign. Related guides: How to Sync ActiveCampaign to Airtable via Zapier, How to Sync Intercom through Zapier to ActiveCampaign and How to Use ActiveCampaign's CRM. Last reviewed 05 Oct 2026.
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