When it comes to organizing tags, at Insightful Automation we love SixthDivision’s philosophy. They insist that you should organize tags by their function. Sounds pretty basic, until they tell you that there are only 5 types of tags. Yes, that is not a typo. 5 not 50 types of tags!


Also, they have figured out a naming convention that in my opinion absolutely blows away every other option out there in my opinion. By following their advice you can instantly know the following information AT A GLANCE!


  1. What a tag does
  2. Which campaign the tag originates from
  3. Where they contact is in the customer lifecycle.
  4. And Depending on the tag – what exactly you or the customer does to keep the cycle in motion.


I will let them explain the details, but seriously it is a must check out.


For those of you who are complete tag noobies (it’s ok, we all start somewhere) The rest of this post will walk you through Infusionsoft Tag basics. And we will look at some overall ideas you can use to organize your tags. a good way to name your tags to keep track of what they are for as well as keeping them in categories so that it is much easier to just look at them and know what they are.


Consider the following categories:

  1. System
  2. History
  3. Status


These are very broad categories into which you can bucket your existing tags.


To do this first go to the main logo, hover over the CRM header > Settings and click on Tag Categories on the left hand side.



Now click on Add Tag Category.


This is what it will look like.



Here you can give it a name.


Next is naming your tags. This is HUGE:


Consider the following

Lead – Challenge – Optin

Lead – Challenge – Needs to Purchase Service

Customer – Service – Purchased


Notice the above names go from Big Picture Sales step – to the component – to the detail regarding the component.


This is an awesome way to get the most information out of your tags.


The final part of the tag strategy that Sixth Division employs is that they add the name of the originating campaign to the front of the tag. This way the tags are organized into your small number of functional buckets. This helps you find exactly the tag you are looking for fast.


Again Consider the following

Campaign 1: Lead – Challenge – Optin

Campaign 1:Lead – Challenge – Needs to Purchase Service

Campaign 1: Customer – Service – Purchased


Now the tags automatically group themselves in your dropdown menus! Slick, right?


To get to Tag management screen, you will navigate to CRM> Settings and just click Tags on the left side of the screen.


By naming Tags with a standard practice and using tag categories you will keep your system organized, structured, and make it an efficient use of time to search for segmentation data such as a list of optins, customers , members, and non buyers all alike.


Share your results with this strategy below!


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