By David Holland

July 19, 2016


Let’s talk about Infusionsoft Tags baby!

Sorry about the tag line but one of my colleagues keeps breaking into song every time we say the word tag!

Tags are key to Infusionsoft success, as I am sure you are aware. This is just a quick look at their two purposes inside the system and one use of them above all, I love beyond everything else.

The first thing that tags are used for are segmenting your list. Why do this? Do you ever try and eat your orange whole? It can get pretty messy and that is the same with tags.

Anything and everything can be recorded by tags about people, but I would always say that variable data such as their appointment dates, should be in a custom field rather than a tag. As a quick side note, you get 100 custom fields per record type versus an infinite number of tags says to me – SAVE THE CUSTOM FIELDS FOR THINGS YOU CANNOT TAG!

One of the problems you will run into with having an infinite amount of tags is organising them. Here at EXELA we have something that David likes to call our Chart of Tags which are a set of tag categories that the tags can sit in, keeping them better organised and easier to find. However, this doesn’t help you at the contact level. I always say to my clients, good housekeeping is vital, if a tag is no longer relevant to the client - make sure it’s gone.

The other use of tags are campaigns. They have the ability to start a campaign which is great - but there is sooooo much more to them. The ability to add a tag part way through a sequence means that you can use this at the end of sequences to pull people out if this. Therefore, you can re-use it later on for recurring campaigns. You can also pass people to completely separate campaigns (such as moving all your contacts from multiple campaigns that aren’t interacting with your emails into one, long-term nurture).

My Favourite Usage Of Tags

Now for the use that I love. Two words, Broadcast Integration. I love using broadcasts to feed my campaigns. So let us say that in my broadcast I am talking about my new product that I am launching, if I have a document they can download on it, a video they can watch, a link through to my website that has more information on it, all of these I will tag ‘BC-July16-NewProduct’, for example.

I will then have a campaign set up that starts off the tag BC-July16-NewProduct, the first thing in it being a delay timer, then have a series of follow-up emails reinforcing the broadcast and selling the product to people that showed interest.

What do you use tags for? What’s your favourite use or even your headache?

About the author

Nice bloke with practical ideas. Former Procter & Gamble, Kraft and IBM sales and marketing executive. Became a business owner 20 years ago. Started multiple businesses including EXELA which is the most successful Keap® & Infusionsoft™ reseller in the EMEA region.

You might also like

Is Your Business Scalable?

Use the Scalability Scorecard to Find Out