This is embarrassing. As an Infusionsoft Certified Partner you would think that I would have had my tags on Infusionsoft under more control. Nope, not me. Following another “Aha!” moment this morning, it became abundantly clear that Infusionsoft was telling me “Clean Up Your Tags, Kim!” (Read More)

1. suttoncreativestudios.com http://suttoncreativestudios.com/infusionsoft-aha-moment-1-clean-tags/
October 27, 2014
Infusionsoft Aha Moment #1 – Clean Up Your Tags
This is embarrassing. As an Infusionsoft Certified Partner you would think that I would have had my tags on
Infusionsoft under more control. Nope, not me. Following another “Aha!” moment this morning, it became abundantly
clear that Infusionsoft was telling me “Clean Up Your Tags, Kim!”
OK, maybe it’s not as bad as it could have been. While you can view up to
500 tags on a single page, I thankfully only had 138. And of the 10 tag
categories, I had made… uh…. none. Each and every tag category had
been brought in with an imported campaign.
The moment I heard, “Clean Up Your Tags!” and knew I had to follow through
on these instructions was when trying to set up the Campaign associated
with my “Aha!” moment. The campaign was supposed to be set off by a
contact being tagged with a specific tag, however when I went to choose the
tag I couldn’t figure out which to use. I had five or six tags with very similar
names however I knew their sources were different and they were meant to
do one of three different tasks: Inform, sell or follow-up.
If the tags only needed to do one of three different things, then why did I
have six different tags? Wouldn’t three suffice?
YES!!!
Quickly skimming through the list of tags I was able to recognize those that had been created for campaigns and I
immediately categorized them accordingly. Unfortunately I was left with a bunch of tags that I had no idea why I had
them or where they came from. “Now what?” was my thought.
It took some time to figure out the difference between “good” and “bad” tags,
however. Luckily I didn’t have to pick apart every campaign, email and
webform to find out where each tag was originating. Did you know that after
clicking on “Tags” on the CRM “Settings” page, you can click on an individual
tag to see detailed information about a tag? For example, on this “Newsletter
Subscriber…” tag, I am able to see that this tag is referenced on three
different forms. After clicking the “3 Forms” hyperlink I was shown the list of
forms, and by clicking on items on the list, a graphic appeared showing me
where in the form the tag was referenced.
I have to admit that I have not yet cleaned out all my tags. It’s been a busy
day and I was able to figure out which tags I needed to keep in order to meet
my needs. But what about YOU? Is it time to clean up your tags? Whether
using them on your blog or in your own Infusionsoft application, it only makes sense to keep your tags cleaned up.
Do you need help cleaning up your tags or your campaigns? As an Infusionsoft Certified Partner it’s my responsibility
to make sure my clients’ Infusionsoft apps are in order – and stay in order. Please click HERE for more information
about our Infusionsoft consulting services, and I’ll get back to you very shortly.
With your success in mind,

2. Kim Sutton
*****
Kim Sutton is the Managing Partner and Chief Everything Officer at Sutton
Creative Studios, an agency specializing in business consulting, Infusionsoft
consulting, social media management, graphic design and virtual assistance.
She is a graduate of The School of the Art Institute of Chicago where she
earned her Bachelor’s Degree in Interior Architecture. In her free-time, Kim
cherishes the time she gets to spend with her husband, Dave (her business
partner), and three children. She also enjoys reading, knitting and writing. You
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