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Create a Tag

There are many ways to create tags in Infusionsoft. Many times you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc... You can also simply go to CRM > Settings > Tags and start creating new tags or manage your existing tags.

  1. Go to CRM > Settings > Tags

  2. Click Add Tag

  3. Give your tag a name and choose a category. You can create a new category by entering one in the (Other box). Optionally, you can add a description to remind you and other users the purpose of the tag

  4. Click the Add Tag(s) button

  5. The tag is now available in any area of Infusionsoft that allows you to apply a tag. For example, while on a contact record, you can click the Manage Tags button located on the right column of the contact record.

  6. If you are looking at a list of contacts, you can quickly manage their tags by clicking the Tag icon.