Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Creating tags for database segmentation

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.

How to do it...

  1. 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:

  2. Click on Tags in the left-hand side menu:

  3. Click on the green Add Tag button:

  4. Give the tag a meaningful name.

  5. Add the tag to a tag category by selecting...