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Infusionsoft Cookbook
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The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database.
We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well.
Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it.
In short, understanding how to create a tag is a critical skill for automated experience design.
Hover over the Infusionsoft symbol in the upper-left corner of the page, navigate to the CRM column, and click on Settings in the bottom row:

Click on Tags in the left-hand side menu:

Click on the green Add Tag button:

Give the tag a meaningful name.
Add the tag to a tag category by selecting...
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