How to Import Tags Data from ActiveCampaign into Excel

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

Learn how to import ActiveCampaign Tags data into Excel using Coefficient. Analyze your tagging strategy, track contact segmentation, and improve your marketing automation workflows with live data.

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How to Import Tags Data from ActiveCampaign into Excel
- Step-by-Step Guide to Importing ActiveCampaign Tags

Analyzing ActiveCampaign Tags in Excel helps marketers understand their segmentation strategy and track automation effectiveness. Direct data integration ensures you always have a current view of your tagging system.

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 Tags from ActiveCampaign
Step 3:

Step 3: Configure your data preferences and import the tags data
Step 4:

Step 4: Set up auto-refresh to keep your tagging data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Tags

Step 1: Install and Connect Coefficient

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

Open Excel and navigate to the Insert tab in the ribbon
Click on “Get Add-ins” to open the Office Add-ins store
Search for “Coefficient” and click “Add” to install the add-in
After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
Click on “Import from…” in the Coefficient sidebar
Select “ActiveCampaign” from the list of available connectors
Follow the authentication prompts to connect your ActiveCampaign account

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Tags Data

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

In the Coefficient sidebar, under ActiveCampaign, select “Objects”
From the available objects list, select “Tags”
Configure which tag fields you want to include (name, description, tag type, usage count, etc.)
Choose any filters you’d like to apply to your data (e.g., specific tag categories or usage thresholds)
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 tags data stays current:

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Tags FAQ

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

In ActiveCampaign, you can access tags by navigating to Contacts > Manage Tags, but this interface only shows basic information and doesn't provide analytics on tag usage or performance metrics. Coefficient allows you to import all your ActiveCampaign tags data directly into Excel, where you can analyze tag distribution, track usage trends, and measure the effectiveness of your tagging strategy.
How do I get a list of Tags in ActiveCampaign?
To get a comprehensive list of tags in ActiveCampaign, you would need to manually export data from the Manage Tags section, which provides limited information about how these tags are being used across your contacts. With Coefficient, you can import a complete list of all your tags with usage statistics directly into Excel, enabling deeper analysis of your segmentation strategy.
How to automate importing ActiveCampaign Tags to Excel daily?
Traditional automation of ActiveCampaign tags data requires either manual daily exports or custom API implementations that require technical expertise to build and maintain. Coefficient provides a simple automation solution through its auto-refresh feature, allowing you to schedule automatic updates of your tags data without any coding required.
How do I download Tags data from ActiveCampaign?
ActiveCampaign's native export options for tags data are limited, often requiring you to export contact data and then filter for tag information, which is inefficient for analysis. Coefficient creates a direct connection to your ActiveCampaign account, enabling you to import live tags data and keep it updated automatically through scheduled refreshes.
How to send email alerts about Tags data from ActiveCampaign?
Setting up notifications for changes in ActiveCampaign tags typically requires manual monitoring since the platform doesn't offer native alerting for tag-related metrics. Coefficient includes built-in alert functionality that can monitor your imported tags data and automatically send email notifications when specific conditions are met, such as new tags being created or usage thresholds being crossed.