Tools

Add, edit, or delete a tag

Reference Number: AA-00306


Tags help you divide your contact database into very specific lists so that you can send them relevant messages based on their relationship and interests. This article shows you how to create and manage tags. You can also create tags on-the-fly in various places in Infusionsoft:

To Create and manage Tags

  1. Go to CRM > Settings in the master nav.

  2. Click on Tags in the settings menu.



  3. Click the Add Tag button.



  4. Enter the tag name and (optional) select a tag category.  Note: To create a new category, enter the name in the text box under the Category drop-down.



    (Optional) You can enter multiple tag names, separated by commas, to batch create tags and assign them to the same category.



  5. (Optional) Add a Description such as date created, your name or initials, and /or notes about the purpose of the tag. These notes serve as a reminder to you.

  6. Click on the Add Tag(s) button to create the tag(s).

You can also click on the Import Tags button to upload a list of tags using the Import wizard.

To Edit or Delete Tag:

  1. Go to CRM > Settings > Tags

  2. Click on the name of the tag you need to edit or delete.

  3. After editing the tag, click on the Save and Return to Tags button.

  4. Click on  the Delete this tag link if you want to permanently delete the tag.
Be Careful!

Deleting a tag will also remove it from the contact records it has been applied to. Before you delete a tag, you may want to reassign these contacts to a different tag.

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