How to Filter Potential Leads Automatically in ActiveCampaign
- George Apostolov
How to Filter Potential Leads Automatically in ActiveCampaign: step-by-step guide
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.
Quick answer: To filter potential leads automatically in ActiveCampaign, access the automation builder dashboard, add a start trigger by selecting 'Submits a Form' and choosing your lead form, add a contact action to apply a specific filter tag, save the configuration, and enable the automation.
About this ActiveCampaign tutorial
Automatically filter potential leads in ActiveCampaign by setting up a form submission trigger and applying a custom tag action to your contacts. This guide shows how to filter Potential Leads Automatically in ActiveCampaign in 10 steps, starting with "Inside the ActiveCampaign's automation builder, access the main dashboard and click 'Ad..." and finishing with "Once done, navigate to the top-right corner and click 'Active' to enable the automation...". The interactive demo above is a click-through copy of the real ActiveCampaign interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to filter Potential Leads Automatically in ActiveCampaign?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ActiveCampaign data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ActiveCampaign. Related guides: How to Get a Shareable Link For an ActiveCampaign Email Campaign Template, How to Get Pipeline Info in ActiveCampaign and How to Increase the Container Width in ActiveCampaign. Last reviewed 05 Oct 2026.
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