You can easily filter potential leads automatically in ActiveCampaign by assigning a specific tag to new subscribers. Here’s a quick guide on how to do it:
- Inside the ActiveCampaign's automation builder, access the main dashboard and click 'Add a Start Trigger'.
- Find and choose 'Submits a Form' from the available Trigger options.
- Following that, click the 'Select Form' menu and pick your lead generation form from the given choices.
- Tap 'Save' afterwards to apply the changes.
- Click the 'Add' icon on the main dashboard of ActiveCampaign's automation builder to configure the Action.
- Select 'Contacts' from the list of options.
- Next, find and click 'Add a Tag'.
- Tap the text field and type the tag you want to use as a filter for potential leads.
- Finally, click 'Save' to proceed.
- Once done, navigate to the top-right corner and click 'Active' to enable the automation. While it is active, you can easily filter and find potential leads from your contact list.
