demobook

ActiveCampaign: Create tags using AI prompts

Demo summary

Shows how to bulk create new tags in an ActiveCampaign account by simply asking Claude to perform the housekeeping task.

Step-by-step

  1. Enter a prompt asking the AI to create specific tags (e.g., 'prospect', 'engaged prospect', 'new member')
  2. Run the ActiveCampaign connector to process the request
  3. Verify the tags have been automatically added to the database

Tips

  • Use this method for account housekeeping to optimize your time
  • Use these AI-generated tags to segment your contacts moving forward

Highlights

Do the work in a matter of seconds

All demos from “How to connect Claude to ActiveCampaign (Step-by-step)

  1. 1:301:05Connect Claude to ActiveCampaign via MCPStep-by-step walkthrough of locating the MCP URL in ActiveCampaign developer settings and connecting it within the Claude interface.ActiveCampaignIntegrate with Shopify / store / CRM / other apps
  2. 3:360:42Analyze automation performance with ClaudeDemonstrates using a natural language prompt in Claude to retrieve performance metrics and goal achievements for an ActiveCampaign welcome series.ActiveCampaignTrack opens / clicks / revenue (reporting)
  3. 4:190:32Create tags using AI promptsCurrentShows how to bulk create new tags in an ActiveCampaign account by simply asking Claude to perform the housekeeping task.ActiveCampaignTag & manage subscribers
  4. Watch “How to connect Claude to ActiveCampaign (Step-by-step)” →

Tag & manage subscribers

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  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 ActiveCampaignThe 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 promptsCurrentShows 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