demobook

ActiveCampaign: Create lists and import contacts

Demo summary

Demonstrates creating a new contact list, naming it, and the process for importing existing subscribers via CSV or adding a manual contact.

Step-by-step

  1. Navigate to the Contacts tab
  2. Click Add a list
  3. Enter a name and a brief description for the list
  4. Click Import to upload a CSV file and map your fields
  5. Click Add a contact to manually add yourself for testing

Options

  • Import existing subscribers via CSV file
  • Manually add a single contact

Tips

  • Use a single master list and organize subscribers with tags
  • Add yourself as a contact so you can test your first campaign

All demos from “ActiveCampaign Tutorial for Beginners 2025 - Best Guide To Set Up Your Campaign

  1. 1:050:32Configure physical address and site trackingShows how to enter a physical mailing address for legal compliance and how to enable site tracking by adding a website URL and copying the tracking code.ActiveCampaignImprove deliverability / avoid spam
  2. 1:370:29Create lists and import contactsCurrentDemonstrates creating a new contact list, naming it, and the process for importing existing subscribers via CSV or adding a manual contact.ActiveCampaignTag & manage subscribers
  3. 2:150:50Set up a welcome email automationWalks through using a pre-built welcome series recipe, setting the list trigger, and using the template designer to create the first automated email.ActiveCampaignBuild a welcome / drip automation
  4. Watch “ActiveCampaign Tutorial for Beginners 2025 - Best Guide To Set Up Your Campaign” →

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 contactsCurrentDemonstrates 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 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