- Infusionsoft Cookbook
- Paul Sokol
- 457字
- 2021-07-09 21:17:10
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...
- 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 one from the Category dropdown or type a new tag category in the Other field.
- Give the tag a proper full sentence description. If it helps, answer the question, What do we know 100% about contacts with this tag?
- Click on the green Add Tag(s) button at the bottom of the page.
How it works...
This recipe directly modifies the database table for tags so that Infusionsoft and its users can use them.
There's more...
When adding new tags, we can create multiple tags by separating the names with commas. For example, if we created a new tag and named it Widget 1, Widget 2, the system would create a Widget 1 and a Widget 2 tag.
The name and category of tag are displayed when looking at a contact record. Keep this in mind when naming tags to ensure things make sense for the end user. If a tag means something very precise, we definitely want to denote this in the description. However, keep in mind that the name and category are the only context an end user receives from a tag and both will be truncated if they are too long. Infusionsoft will display the first 16 characters of each before adding an ellipsis to indicate that the name is too long to fully display. Err on the shorter side for tag names and categories and be long-winded in the description.
There are other areas in Infusionsoft where you can create a tag on the fly. It is recommended to follow this recipe always when creating a tag to ensure proper categorization and description; it is a good habit for easy-to-admin automation.
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