{"id":4141,"date":"2019-03-28T00:00:48","date_gmt":"2019-03-28T00:00:48","guid":{"rendered":"https:\/\/entrepreneursgateway.com\/?p=4141"},"modified":"2019-03-31T21:07:42","modified_gmt":"2019-03-31T20:07:42","slug":"infusionsoft-tagging","status":"publish","type":"post","link":"https:\/\/entrepreneursgateway.com\/infusionsoft-tagging\/","title":{"rendered":"Infusionsoft Tag and Categorization Strategy"},"content":{"rendered":"\t\t
Infusionsoft doesn\u2019t enforce any particular system of tagging or any naming conventions and can become very confusing, disorganized, and chaotic very quickly leaving you in a confused mess.<\/p> In this expert-written essential guide you\u2019ll learn everything you need to know about structuring your tags, and the right naming convention to stay organized.<\/span><\/p> So if you\u2019re looking to stay organized and not end up in a tag tangle, you\u2019ll love this guide.<\/span><\/p> Let\u2019s dive right in.<\/span><\/strong><\/p> \u00a0<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Tags are one of the most powerful features in Infusionsoft.<\/p> The key to leveraging tags successfully is to define rules and enforce them constantly. Rules define when & how tags are created, organized, and archived as well as how tags are named.<\/p> Here are our Four Infusionsoft tag commandments\u2026<\/p> A tag category is how you organize and group tags inside of Infusionsoft.\u00a0 To create a tag category or if you need to edit them, go to your dashboard CRM \/ Settings \/ Tag Categories.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Having a good naming convention, enables you to easily and quickly search and identify your tags.<\/p> This is particularly important if you want to find similar tags that related to your products and services.\u00a0 Below we go into the exact tag and category naming convention we use at Entrepreneur Gateway, you\u2019ll love it\u2026<\/p> It is incredibly useful to put the name of the \u201cAction\u201d at the beginning of the tag.\u00a0 Again, this make searching by grouping action super easy and fast.<\/p> Our naming and action convection below is going to make automating your business a breeze<\/p> Nothing is worse than looking at your tags a year down the line and have no idea what that tag is or created for!<\/p> This is by far one of the most common things we see, so make it easier on yourself categorize them appropriately.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Don\u2019t panic if your tagging and categorization are a mess and in #5 I\u2019ll show you how to clean up your tags. But first, let\u2019s cover the most important element how to structure your tagging\u2026<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t In the following section, we are going to show you the exact category and tagging strategy we use at Entrepreneurs Gateway, feel free to copy it…<\/p> Trigger tags are used to trigger an action in Infusionsoft or 3 party systems. They are temporary and must be removed after being applied.<\/p> Status tags are used to denote the status of a contact or where a contact is in a process<\/p> Activity Tags are used to document what the person has done or actions the person has taken.<\/p> Profile Tags are used to document demographics & psychographics of the prospect\/client<\/p> Much of your core reporting can be generated from saved searches on Status and Activity tags. There are times when you will set up tag solely for the purpose of reporting. Those tags will go in the Reporting category.<\/p> Get Your \u201cUltimate Infusionsoft Tag Guide\u201d NOW and start implement a tag strategy that works.<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Download our latest version of the Ultimate Infusionsoft tagging guide today and discover the exact we use at Entrepreneurs Gateway<\/p> Click here to access your guide.<\/p> Temp tags are used only for temporary purposes like searching specific lists<\/p> If you\u2019re running a membership site, it\u2019s a good idea to keep your membership tags in a category called Memberships<\/p> If you\u2019re using our Email Subscription Manager tool, you\u2019ll need a tag category specific to your email subscriptions.<\/p> Now let\u2019s look at how to stay organized\u2026<\/p> As you build out your tags, you may find that you need \u201csubcategories\u201d to stay more organized. Infusionsoft does not allow for subcategories. So, you can create them by prepending your tag names with the subcategory name. Here are some examples and their uses:<\/p> Although billing statuses can be related to a specific product (i.e. a subscription), if you\u2019re running a multiple subscription programs or selling many different products on payment plans, you may want to create a subcategory called \u201cBilling Status\u201d.<\/p> When running a membership site, you want to protect content from people who shouldn\u2019t be able to see it and grant access to people who should be able to see it. A subcategory called \u201cAccess\u201d will help keep these tags separate and organized from your other tags.<\/p> Right, now you know how to set up your categories and tags naming it\u2019s now that time for you to create some new tags<\/p> Go to CRM \/ Settings \/ Tags<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t You can also edit existing tags here<\/p> BE CAREFUL!\u00a0 deleting tags. Make sure you are 100% positive that it\u2019s not being used ANYWHERE<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t TOP TIP: It is good practice to always include the tag description when creating new tags<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t Here\u2019s the craziest part\u2026<\/p> If you\u2019ve been using Infusionsoft for a while and your tags are not organized as well as they should be, you\u2019ll need to go through a cleaning\/organizing process.<\/p> It\u2019s a bit of a pain. But don\u2019t worry\u2026<\/p> \u2026. there\u2019s a method to the madness.<\/p> Follow these steps:<\/p>
This is the most comprehensive guide to Infusionsoft tagging and categorization\u00a0you NEED to organize your tags correctly.<\/strong><\/p><\/span>#1 The Four Tag Commandments<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
1 – No tag shall ever be created without a category<\/strong><\/h3>
2 – No tag shall ever be created without following a specific naming convention<\/strong><\/h3>
3 – Every tag\u2019s name shall declare its function<\/strong><\/h3>
4 – Tag names shall always start with the Category name<\/strong><\/h3>
<\/span> #2 Tag Naming Convention:<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Trigger Tags<\/strong><\/h3>
The Rules of Trigger Tags<\/strong><\/h4>
Trigger Tags Naming Structure<\/strong><\/h4>
Types<\/strong><\/h4>
Status Tags<\/strong><\/h4>
The Rules of Status Tags<\/b><\/h4>
Status Tags Naming Structure<\/strong><\/h4>
Types<\/strong><\/h4>
Activity Tags<\/strong><\/h4>
\u00a0Activity Tag Rules<\/strong><\/h4>
Activity Tag Naming Structure<\/strong><\/h4>
Types<\/strong><\/h4>
Profile Tags<\/strong><\/h4>
The Rules of Profile Tags<\/b><\/h4>
Profile Tags Naming Structure<\/strong><\/h4>
Types<\/strong><\/h4>
Reporting Tags<\/strong><\/h4>
The Rules of Reporting Tags<\/strong><\/h4>
Reporting Tags Naming Structure<\/strong><\/h4>
Temp Tags<\/strong><\/h4>
The Rules of Temp Tags<\/b><\/h4>
Temp Tag Naming Structure<\/strong><\/h4>
Types<\/strong><\/h4>
Memberships Tags (Optional)<\/strong><\/h3>
The Rules of Membership Tags<\/strong><\/h4>
The Naming structure of Membership Tags<\/strong><\/h4>
Types<\/strong><\/h4>
Email Subscription Tags (Optional)<\/strong><\/h3>
The Rules of Email Subscription Tags<\/strong><\/h4>
Name structure<\/strong><\/h4>
<\/span>#3 Subcategories:<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Billing Status Tags<\/strong><\/h3>
Billing Status Tag Rules<\/strong><\/h4>
Billing Status Tag Name Structure<\/strong><\/h4>
Access Tags<\/strong><\/h4>
The Access Tag Rules<\/b><\/h4>
Access Tag Name structure<\/strong><\/h4>
Types<\/strong><\/h4>
<\/span>#4 Tag Creation \/ Tag Editing \/ Tag Deletion<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
<\/span>#5 Cleaning Up Your Tags:<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t