Why would you do this? There are several use-case scenarios: Normally, the way this works is that you start a campaign with a tag, and then the first step of the campaign is to remove that tag. Triggers: Trigger tags are tags that you use to start a sequence and execute an action, but that you don’t need to hang onto in the future. You can also keep client-specific information, like a Gold Club Client tag for people who have spent over $1,000 with your business, or similar. Purchased Product 1, Purchased Product 2, etc. If you do this, start all of your tags with Purchased so that they sort alphabetically together. Unless you are a huge e-commerce operation, you probably want to tag each product purchased. These help us track the progress of a lead towards becoming a client.Ĭlients: This category tracks actions clients have taken. Things like Downloaded Ebook, Requested Whitepaper, or Attended Webinar go here. Leads: This tag category is for people we are actively marketing to. I find that nearly every business requires a standard tag category setup. ![]() ![]() With that rule of thumb in mind, we are now going to create categories for our tags. Alternatively, if you only want to follow up right after an event, you can use a trigger tag-one that is applied and then removed immediately-to get people started in a sequence without cluttering their record for the future. So, only apply a tag when you have a plan to use the data in the future. For example, if you follow up with people the same whether they attended or not, you don’t really need to know who attended. If you do one event per week, it adds up.īut, if you go back to the basic rule of “Am I going to use this to segment a list for future marketing?” you may be able to avoid having all of these tags. If you host live events, and you want to know who registered, who attended, and who didn’t, that’s three tags per event. One example that can generate a lot of tags is live events. This can get incredibly granular, and you may end up with a lot of tags depending on your industry (which is fine as long as you have a system for them). Knowing this, my rule of thumb for tags is this: If I will need information in the future to find a certain group of people easily in order to send them a targeted message, I make it a tag. It is to intelligently send people messaging that will push them along on their journey to becoming one of your best clients. While you can keep a history of contact notes and can add up to 100 custom fields, the goal of Infusionsoft by Keap is not to store a huge amount of data per contact. The first thing to remember is that Infusionsoft by Keap is primarily a marketing tool, not a data warehousing tool. So, without further ado, let’s talk about how to use tags in Infusionsoft by Keap. No matter where you are, unless you have a clearly defined tag strategy in place, you are risking future confusion, miscommunication, and missed sales opportunities. If you have been using Infusionsoft by Keap forever and have managed to get through purgatory into the special place called Tag Hell where you have a gazillion tags and you only know what two of them are for, there is a special section at the end of this article about cleaning up your existing tag setup. If you are already using Infusionsoft by Keap and have created a tag system that works for you, take all of this with a grain of salt-you’ll probably get an idea or two that can help you improve, but as long as you stick to a structure that works for you, that is what is important. Make sure you understand what a tag is first, then come back here to learn more. Starting off with a solid tag system in place is the best thing you can do to save time and money down the line. ![]() If you are a new Infusionsoft by Keap user and are just getting set up, and you are reading this article now, consider yourself lucky. Keep in mind that there are different stages of Infusionsoft by Keap users. In fact, in many scenarios, I recommend tags as the ONLY THINGS you ever use to start and stop other actions in Infusionsoft. While you can filter and trigger according to many different criteria, the easiest way to quickly organize and sort your contacts is by using Infusionsoft by Keap Tags. But in order to work its magic, there is one critical question to ask: Which contacts should it work its magic on? You can make it do almost anything, at any time, on any contact record. Infusionsoft by Keap is an incredibly powerful marketing and automation platform.
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