Infusionsoft Cookbook – Chapter 2.5 – Creating Tags For Database Segmentation

The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database.

We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well.

Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it.

In short, understanding how to create a tag is a critical skill for automated experience design.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.