Contact Tags

Articles

 Use tags to create contact lists
Tags are marketing labels that are applied to contact records. Tags are one of the most powerful segmentation tools in Infusionsoft. Tags segment your contacts into very specific lists so that you can send more targeted marketing messages t...
Create a Tag
There are several ways to create tags in Infusionsoft. Often, you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc... You can also go to CRM > Settings > Tags and create new tags or manage exist...
Tag categories
Use tag categories to organize your tags. Example of some tag category names: Customers Prospects Members Events Add Tag Categories Go to CRM > Settings > Tag Categories. Click on the Add Tag Category button. Note: You can a...
 Apply or remove tags from a contact record
You can apply and remove tags from contact records.  While viewing a contact record, click the Tag   tab. To apply a tag, select a tag from a drop-down and click Apply this Tag. If you want to create a new tag, click the &nb...
Apply or remove tags from a list of contacts
You can apply tags to a list of contacts or remove them from a list of contacts.  Apply or Remove Tags from a list of contacts Go to CRM > Contacts click New Search  or choose a Saved search  from the drop down optio...