How To Clean Up Your Infusionsoft tags and Get Some Tag Sanity

ninja-icon
We constantly run into tag and campaign organization issues in pretty much every app we get into. Down the road, this creates SERIOUS slow down in the app and a general sense of frustration in the business.
 
We’ve since done many tag cleanups for clients but a tag clean up is just the first step. There needs to be a system for naming that everyone in the company understands. It then needs to be looked at every 3 months to ensure that everyone is doing it.
 
There are a lot of methodologies out there for how to organize your tags but everyone seems to assume that cleaning them up is somehow obvious, which I disagree with. Deleting tags and campaigns is a nail-biting experience and without a step by step procedure, one that is bound to lead to even more stress.
 
We created the Tag Sanity System that takes into account organizing tags/campaigns, cleaning up current ones and how to maintain it on-going.
 
I made an overview video on the system and I am offering the template download of the Google doc we have used dozens of times to do this.
 
Not a ton of fanciness, just a boring effective tool that works.

Fill out the form below and I'll send you the template Google Doc and video walking you through the system

 
 

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top