demobook

Importing and managing contacts in ActiveCampaign

Demo summary

The video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.

Step-by-step

  1. Navigate to the Contacts dashboard
  2. Click on the Import button
  3. Select the file or source containing your existing list
  4. Map the columns in your file to the corresponding ActiveCampaign fields
  5. Assign the imported contacts to specific lists
  6. Add tags to categorize the new contacts

Options

  • Add contacts individually instead of using the import tool
  • Categorize contacts using either lists or tags

Tips

  • Ensure your columns are mapped accordingly to maintain data integrity during the import

Highlights

it's actually pretty simple to store and categorize everything

All demos from “ActiveCampaign Tutorial For Beginners (2025 UPDATED TUTORIAL)

  1. 0:471:42Importing and managing contacts in ActiveCampaignCurrentThe video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.ActiveCampaignTag & manage subscribers
  2. 2:272:21Designing a landing page in ActiveCampaignA walkthrough of selecting a landing page template and using the visual editor to customize text, branding, and layout elements.ActiveCampaignBuild a lead-capture landing page
  3. 6:273:27Creating an email campaign in ActiveCampaignThe creator shows how to set up a new campaign, choose a template, and use the drag-and-drop editor to add elements like images and countdown timers.ActiveCampaignDesign a newsletter / email (drag-and-drop editor)
  4. 10:413:00Setting up automation workflows in ActiveCampaignDemonstration of building an automation from scratch, including setting triggers like list subscriptions or Shopify events and adding split actions.ActiveCampaignBuild a welcome / drip automation
  5. Watch “ActiveCampaign Tutorial For Beginners (2025 UPDATED TUTORIAL)” →

Tag & manage subscribers

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 0:471:42Importing and managing contacts in ActiveCampaignCurrentThe video demonstrates how to navigate the contact dashboard, add individual contacts, and use the import tool to bring in existing lists.Krause Tutorials
  7. 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
  8. 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
  9. 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
  10. 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