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Create a Tag

Tags: 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.


Create Tag

  1. Go to CRM > Settings > Tags


  2. Click Add Tag


  3. Setup your tag by 
    1. Adding a Name 
    2. Choose a category or create a new category by entering one in the (Other) field
    3. Add a description to remind you and other users the purpose of the tag (optional)


  4. Click the Add Tag(s) 


  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, quickly manage tags by clicking the Tag icon.


From the tag list, quickly view contacts with a given tag

  1. Go to CRM > Settings > Tags



  2. Click the number under the "Number of people" column


  3. You will be redirected to the CRM > Contacts with the list of contacts that have the tag applied