ActiveCampaign Tagging Audit

via Freelancer ·

Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I’d like a seasoned ActiveCampaign specialist to review the way my tags are currently structured and applied across my account. Right now contact management feels messy—duplicates creep in, tags overlap, and it’s hard to trigger reliable automations.

What I need from you:
• Dive into the existing tag list, contact records, and any automations that rely on those tags.
• Map out exactly where the naming conventions, tag hierarchy, or application logic break down.
• Recommend a streamlined structure that keeps segmentation clear and future-proof.
• Where possible, implement quick wins directly inside ActiveCampaign, then document every change so I can keep the system tidy moving forward.

I’m focused on the tagging system for this engagement, but if you spot critical items in campaign settings, templates, or integrations, flag them—there will likely be follow-on work.

Please share examples of similar ActiveCampaign audits you’ve completed and outline how you’ll deliver your findings and updates.
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