How to Filter Potential Leads Automatically in ActiveCampaign

Quick summary

This tutorial shows how to use ActiveCampaign's automation builder to automatically filter potential leads by setting a form submission trigger and applying a contact tag. Once active, the automation continuously segments incoming contacts so your team can identify and act on qualified leads without manual effort.

Steps

1. Open ActiveCampaign's automation builder and click 'Add a Start Trigger' on the main dashboard.
2. Find and select 'Submits a Form' from the available trigger options.
3. Click the 'Select Form' menu and choose your lead generation form from the list.
4. Click 'Save' to apply the trigger settings.
5. Click the 'Add' icon on the automation dashboard to configure an Action.
6. Select 'Contacts' from the list of action options.
7. Find and click 'Add a Tag' from the Contacts actions.
8. Tap the text field and type the tag you want to use to filter potential leads.
9. Click 'Save' to confirm the tag action.
10. Navigate to the top-right corner and click 'Active' to enable the automation and begin filtering leads automatically.