![]() Start by going to Contacts, and do a search for all the tags you want to group. Group multiple tags into a single new tag. Just because your tags are a mess doesn’t mean they are all wrong, so go ahead and migrate over tags by clicking to edit them, and then switching their category. You can simply go to edit it, and choose the new category it goes into. There are three possible things you will do with a tag: First, you need to create one more new tag category called To Delete. Now that you have your existing tag structure in place, it’s time to go through all of your existing tags one by one. Once you’ve got it set up in the spreadsheet, go ahead and duplicate the new tag structure into your new categories in Infusionsoft by Keap. Then, create a tag structure that serves that purpose. I highly recommend NOT looking at your existing tag structure during this process-just think of every point of contact that you need to record, every action you need to take, and most importantly, what the criteria are that you will need to segment your audience for targeted communication. Once you’ve done that, go ahead and create your ideal tag structure. This will get the category selection in the spreadsheet up to date with your real categories. Hold Command+Shift and hit the down arrow to select all following cells, and paste. Then, copy that first cell, and click in the second cell. Then, in the Criteria section, choose List from a Range and go ahead and set the range to include all categories in your second tab. Right click on it, and choose “Data Validation.” Then, in the first spreadsheet, select the first cell with a dropdown. Once you have your categories organized in the spreadsheet, go to the second tab (Categories) and put all of your categories there. You may also want “Live Events” if you do live events or “Opt-In Status” if you use a plugin that requires it. You may need more categories than that those are our default basics. Our client data is shared between companies (if someone is a client of both companies, there is no reason to keep personal data on a client in two places) and so is not prefixed. For example, in our account we have Pirate & Fox (high end consulting / agency work) and ManagedWP.Rocks (WordPress hosting and webmastering). ![]() You can rename the categories and remove the prefix when you are done organizing and all other categories have been deleted.Īlso, if you have multiple brands that you use in one account, you may want to make the prefixes specific. You are going to define your tag categories, and you will need to prefix them with something in case they have the same names as existing categories. You can open the sheet I use and make a copy in your own account by doing the following: Start a spreadsheet with three columns-I recommend Google Sheets because they are online and easy to share with staff in the future. Define your ideal tag structureīefore you start moving, renaming, and deleting existing tags, you need to know what you want your tags to accomplish. After that, we’ll walk through organization step by step. It will give you a good grounding in the systems we are about to set up. If you're still unclear about tags in Infusionsoft by Keap, learn a bit more about what they are, then come back here to get started on your organization.įirst, if you haven’t read the article on tag organization, do that now. So, if you are ready, here are the steps you are going to take to get your tags cleaned up. That should be the way of a tag cleanup: it should happen once, give you the systems you need to maintain tag cleanliness forever, and when it is done, it should make everything about Infusionsoft by Keap even more fun and effective. But root canals are good-in exchange for two or three days of pain, you get to not die of an oral infection. If you are data-obsessed and incredibly disorganized and have a couple thousand tags, this will be like a root canal. If you have a couple of hundred tags it will hurt. I’m not going to pretend this is going to be simple. You are in what the industry commonly refers to as Tag Hell.īut wait, don’t worry-there is a way out. ![]() ![]() After three hours of trying to find and select all the right tags for your contact search query, you throw your computer out the window and quit business to become a skydiving firefighter, because that feels more sane. You want to send it to all of your clients who have purchased one of your products but have never attended a webinar. There you are: You sit down to send out the email broadcast you’ve been working on for days.
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