How to manage your contacts in ActiveCampaign

How can you see everything you need to know about your contacts at a glance? Segmentation is powerful — but how do you build segments, organize your contacts, and create an incredible customer experience? Contact management in ActiveCampaign is easy when you know where to start. This page shows you everything you need to know to get started with contact management.

How does Customer Experience Automation help you grow your business?

Reach & Engage

Every business wants new leads. And you want to reach the right people — the people who will become your best customers. Customer Experience Automation helps you reach & engage your audience, and attract the right people to your business.

Nurture & Educate

How do you show new leads the info they need? Use Customer Experience Automation to plan what details you would like to capture about your audience. Get to know them, then show them exactly what they want to see.

Convert & Close

There’s a moment when a lead is ready to become a customer. Do you know when it is? Customer Experience Automation helps you spot the most engaged leads and make them the offer that turns them into customers.

Support & Grow

How can you keep your customers coming back for more? Customer Experience Automation helps you keep customers around — and turn them into advocates that help grow your business.

Follow these steps to get started with contact management

How can you get started with contact management in ActiveCampaign? It’s often overlooked, but understanding your contact management strategy is the single most important prerequisite to mastering customer experience automation (CXA). Follow these steps to start segmenting, understanding, and growing your contacts..

Create a contact list in your ActiveCampaign account

In order to manage your contacts you need… contacts! You likely have lists of existing leads and customers, and you need a list to begin sending emails, and building automations.

You’ll learn:

  • How to set up a list in ActiveCampaign
  • Where to find more information on lists and segmentation

Create a list and upload your contacts


Add your existing email contacts to your new list

The contacts you have today are a great place to start sending your first emails (and establish your sender reputation with a new platform). Organize your contacts and be sure to capture the important information you want to transfer to ActiveCampaign.

You’ll learn:

  • Importing contacts via a .CSV file
  • Mapping your custom fields
  • Adding a tag to those imported contacts


How to Import Contacts into ActiveCampaign

Learn the difference between tags, lists, and custom fields

In order to create a contact management strategy that works for you, it’s important to know the difference between lists, tags, and custom fields. Properly mapping out your strategy will reduce headaches in the future. What’s the difference?
  • Lists are broad groups of contacts that have opted in to your communications
  • Custom fields allow you to personalize the information you collect across all contact profiles, such as birthdays
Combine lists, tags, and fields to build powerful segments

How do I build a segment in ActiveCampaign?

The segment builder is found throughout ActiveCampaign, and is how you target and personalize your communications. Any time you make a choice about your audience in ActiveCampaign, you will build your audience in the segment builder. You’ll learn:
  • How to build segments in ActiveCampaign
  • How to search your contacts in ActiveCampaign
  • How to trigger automations based on segments
Watch and follow along to learn more about the segment builder

What should you use to segment? Collect the information you need

You know segmentation is how you send targeted messages. But, how do you collect the information you need to build those powerful messages? You have to build a marketing plan that will help you learn and collect more data on the interests of your target audience. You’ll learn:
  • Segmentation emails, crafted to give contacts choices and expose their interests
  • Site tracking, collecting browsing data for your known contacts, and highlight their actions
  • Forms, where you can directly ask your contacts for the information you need in a pre-built questionnaire

See how other ActiveCampaign customers use segmentation

Sometimes, it’s easier to create a system after you see an example in action. In this case study, you can see how ActiveCampaign customer Koia used dynamic segmentation to build a loyalty program. Keep reading to learn how the Koia team:
  • Uses CXA apps to create an engaging customer experience across channels
  • Built the Koia Krew, a loyalty program that brings together a community and gamifies brand advocacy
  • Uses segmentation to personalize and tailor messaging based on customers’ hobbies, location, and more
Get inspired by segmentation

Frequently Asked Questions

What are the benefits of customer segmentation?
Customer segmentation makes sure you are speaking to the right audience, about the right message, at the right time. Segmentation is the act of grouping your contacts by a set of attributes or actions, and sending targeted messaging to that group. The goal is to send emails and other messages to contacts based on their segment.

Keep Learning

Get step-by-step instructions for every part of ActiveCampaign

If you’re looking for instructions on a specific area of the platform, find them here.


Attend an event with ActiveCampaign

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Webinars and events

Content Marketing World 2021


Localogy 2021: Conversational Commerce






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