If you're looking for an easy way to export your tags out of ActiveCampaign, I have some bad news for you... there isn't one.
There is, however a workaround. It's not pretty, but it will get the job done if you plan on auditing your ActiveCampaign tags.
Why would you want to export your AC tags you ask?
Exporting your tags comes in handy if you plan on auditing your tags, or working with a consultant or contractor. Most find it easier to quickly and accurately review all the tags in their account using a spreadsheet instead of browsing them from inside of ActiveCampaign.
If you hardly use tags - you may be find view the few that you have inside AC instead, otherwise...read on.
How To "Export" Your ActiveCampaign Tags
Step 1: Highlight 100 tags at a Time
- Login to your ActiveCampaign account, click "Contacts"
- Click on the drop-down arrow and choose "Manage Tags"
- Scroll down to the bottom of the screen, find "Rows" in the bottom right hand corner and select "100"
- Highlight all 100 tags
Step 2: Paste Your Tags Into A Spreadsheet
- Open your favorite spreadsheet program
- Paste into row #2
Step 3: Repeat Until All tags Have Been Collected
- Return to ActiveCampaign, click the arrow at the bottom of the page for 100 more tags
- Highlight these tags
- Scroll Down to line #102 (next blank row)
- Paste in the tags
- Repeat this process until all the tags have been entered into the spreadsheet
Step 4: Format
- Remove column E
- Highlight the remaining rows, hold CONTROL + X (on a PC)
- Click into the "A" column and press CONTROL + V
- Name Column A "Tag Name"
- Name Column B "Contacts"
- Name Column C "Automations"
Step 5: Review
When you review your tags, you'll notice that they are already sorted in alphabetical order. This is a great time to scroll through your tags looking for any duplicate, misspelled or incomplete tags.
If you find a tag you want to remove, check to see if there are any contacts or if there are any automations that it is currently being used in first, to avoid breaking anything that is currently live in your account.
Step 6: Edit or Delete Tags
As a general rule, it's safe to delete tags that have 0 contacts.
If you make a cosmetic edit a tag to include (or remove) a space, make sure to update any automation the old tag was in to be safe (by selecting the updated tag name and selecting it). Pay attention to the "Automations" column for any tag edits you make as well.
Lastly, if you find duplicate tags, the easiest way to address them is to use the "Merge" option.
Merging Tags in ActiveCampaign
Having the ability to merge tags is a handy feature to have. Instead of editing, deleting or creating new tags...you can simply select two existing tags and choose to merge them into a single tag.
- Highlight the tags you wish to merge
- Scroll up to the top of the Manage Tags screen and click "Merge"
- Choose which tag will remain in use by selecting it in the "Merge into tag" selector
- Click "Merge Selected Tags" when done
You can now clean up your ActiveCampaign tags, and get your account "lean and mean" and kicking ass in no time.
Merging Tags in ActiveCampaign
Having the ability to merge tags is a handy feature to have. Instead of editing, deleting or creating new tags...you can simply select two existing tags and choose to merge them into a single tag.
- Highlight the tags you wish to merge
- Scroll up to the top of the Manage Tags screen and click "Merge"
- Choose which tag will remain in use by selecting it in the "Merge into tag" selector
- Click "Merge Selected Tags" when done
You can now clean up your ActiveCampaign tags, and get your account "lean and mean" and kicking ass in no time.