ActiveCampaign: Navigating the Automations Dashboard
ActiveCampaign
Demo summary
Shows how to view, search, and filter existing automations, including using labels for organization and checking active/inactive status indicators.
Step-by-step
- Click on Automations in the main navigation
- Use the search bar or filter dropdowns to find specific automations
- Check the red or green circle indicators to verify active or inactive status
- Review automation stats across the row for contacts, campaigns, and goals
- Click the dropdown on the right side of the screen to edit or access automation settings
Options
- Filter automations by status
- Filter automations by label
Tips
- Use labels in your account for better internal organization
All demos from “ActiveCampaign Platform Demo: Automations”
- 1:100:41Navigating the Automations DashboardCurrentShows how to view, search, and filter existing automations, including using labels for organization and checking active/inactive status indicators.ActiveCampaign· Tag & manage subscribers
- 1:511:18Setting up Automation TriggersDemonstrates creating a new automation from scratch and selecting start triggers such as list subscriptions, form submissions, or tag changes.ActiveCampaign· Build a welcome / drip automation
- 3:101:52Adding Actions and Logic to WorkflowsWalks through the actions menu to add emails, wait steps, if/else conditions, and CRM updates like adding deals or tasks to an automated journey.ActiveCampaign· Build a welcome / drip automation
- Watch “ActiveCampaign Platform Demo: Automations” →
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 tasksShows 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 DashboardCurrentShows 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