How to Import Lists Data from ActiveCampaign into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import ActiveCampaign Lists data into Excel using Coefficient. Analyze audience segments, track list growth metrics, and optimize your subscription strategy with live data.

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Analyzing ActiveCampaign Lists in Excel helps marketing teams understand audience growth and engagement patterns. With direct data integration, you can track list performance metrics and optimize your segmentation strategy for better campaign results.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Lists from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the lists data

  • Step 4:

    Step 4: Set up auto-refresh to keep your list metrics updated automatically

Step-by-Step Guide to Importing ActiveCampaign Lists

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Lists Data

Now that you’re connected to ActiveCampaign, you can import your lists data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Lists”
  3. Configure which list attributes you want to include (name, description, subscriber count, growth rate, engagement metrics, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific list types, size thresholds, or creation dates)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign lists data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Lists FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, you can access lists by navigating to the Lists section, but the native interface provides limited analytical capabilities for tracking list growth trends, comparing performance across lists, or correlating list metrics with campaign results. Coefficient allows you to import all your ActiveCampaign lists data directly into Excel, where you can create dynamic reports that track subscriber growth, engagement rates, and list health metrics across your entire marketing database.
  • How do I get a list of Lists in ActiveCampaign?
  • Getting a comprehensive overview of all your lists in ActiveCampaign requires viewing them in the platform's interface, which doesn't facilitate detailed comparative analysis or historical tracking of list performance metrics. With Coefficient, you can import a complete inventory of your lists with detailed performance metrics directly into Excel, enabling you to create dashboards that track list health, growth patterns, and engagement trends over time.
  • How to automate importing ActiveCampaign Lists to Excel daily?
  • Traditional methods for tracking list metrics over time require either manual exports or creating custom API connections that need technical expertise to implement and maintain. Coefficient's auto-refresh feature provides a user-friendly solution that lets you schedule automatic updates of your lists data at your preferred frequency, ensuring you always have current metrics for making informed segmentation decisions.
  • How do I download Lists data from ActiveCampaign?
  • ActiveCampaign doesn't offer robust export options for comprehensive lists data with performance metrics, making it difficult to track list health and growth patterns over time. Coefficient creates a direct connection to your ActiveCampaign account that enables you to import detailed lists data into Excel with a single click, including subscriber counts, engagement metrics, and growth trends.
  • How to send email alerts about Lists data from ActiveCampaign?
  • Setting up monitoring systems for list performance typically requires manual review or creating custom tracking solutions that are difficult to maintain and customize. Coefficient includes sophisticated alert functionality that can monitor your imported lists data and automatically send email notifications when specific conditions are met, such as subscriber count thresholds, unusual unsubscribe rates, or significant changes in list composition.
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