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.
- Go to CRM > Settings > Tags
- Click Add Tag
- 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
- Click the Add Tag(s) button
- 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.
- If you are looking at a list of contacts, you can quickly manage their tags by clicking the Tag icon.