ActiveCampaign: Manage and filter sales tasks
ActiveCampaign
Demo summary
Shows how to navigate the task list, filter by task type (calls, emails), and identify overdue items to prioritize daily sales activities.
Step-by-step
- Log into ActiveCampaign and navigate to the task list
- Identify overdue tasks for immediate attention
- Filter tasks by type, such as calls or emails, to streamline workflow
- Click on Due Dates to view current tasks requiring attention
- Complete tasks by performing the action and marking them as done
Options
- Create tasks at the contact level
- Customize task types
Tips
- Check overdue tasks first as they are high priority items
- Filter by specific task types to focus your time and attention on one activity at a time
- Review upcoming tasks to make necessary preparations and stay ahead of schedule
Highlights
“active campaign makes it simple to create and customize task”
All demos from “How to Use ActiveCampaign Tasks to Boost Sales & Close Deals”
- 1:141:26Manage and filter sales tasksCurrentShows how to navigate the task list, filter by task type (calls, emails), and identify overdue items to prioritize daily sales activities.ActiveCampaign· Tag & manage subscribers
- 2:401:24Create a task at the contact levelWalks through adding a manual task to a specific contact, including setting task types (call, email, meeting), adding descriptions, and setting reminders.ActiveCampaign· Tag & manage subscribers
- 4:040:51Create a task on a deal levelDemonstrates how to associate a task with a specific sales deal or opportunity, such as preparing a proposal for review.ActiveCampaign· Integrate with Shopify / store / CRM / other apps
- 4:551:28Automate task creation based on triggersShows how to build an automation that automatically creates and assigns a task when a specific tag (e.g., 'VIP deal') is added to a contact.ActiveCampaign· Trigger emails from behavior / events
- Watch “How to Use ActiveCampaign Tasks to Boost Sales & Close Deals” →
Tag & manage subscribers
1:250:48Add and manage deals in the CRMDemonstrates creating a new deal by entering a title, value, owner, and linking it to an existing contact, then moving it between pipeline stages.Just Kristers
1:370:29Create lists and import contactsDemonstrates creating a new contact list, naming it, and the process for importing existing subscribers via CSV or adding a manual contact.Capitalist Marketing- 1:141:26Manage and filter sales tasksCurrentShows how to navigate the task list, filter by task type (calls, emails), and identify overdue items to prioritize daily sales activities.Automate To Thrive
- 2:401:24Create a task at the contact levelWalks through adding a manual task to a specific contact, including setting task types (call, email, meeting), adding descriptions, and setting reminders.Automate To Thrive
1:00:150:30Automated CRM contact cleanupDemonstrates using Claude Code to identify inactive contacts in ActiveCampaign and remove them to stay under subscription limits.Porter Metrics
0:471:42Importing and managing contacts in ActiveCampaignThe video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.Krause Tutorials
4:530:52Set up Product Interest TaggingDemonstrates using site tracking to automatically tag subscribers based on specific URL patterns they visit, such as category pages.EmailTooltester
4:190:32Create tags using AI promptsShows how to bulk create new tags in an ActiveCampaign account by simply asking Claude to perform the housekeeping task.ActiveCampaign
1:100:41Navigating the Automations DashboardShows how to view, search, and filter existing automations, including using labels for organization and checking active/inactive status indicators.ActiveCampaign
7:241:29Creating a contact listShows the process of creating a new list for a specific campaign, including adding a list URL and description.Tech Express