Thank you Sajith – appreciate you reading!

Thank you so much for publishing this great article about InfusionSoft tagging convention.

Appreciate your great work!

Sajith

Very cool. Thank you for checking out the blog and for sharing.

I subscribed to your blog and shared this on my Facebook.
Thanks again for a great post!

Thanks for reading Matthew. I agree that tagging is subjective and for a long time I was against the rigidity of tagging structures, but I’ve since converted and now rely on this structure as a starting point for my clients (and the team that works with me) to follow. Not every business is the same and so the tagging structure will need to change.

Couldn’t agree with you more though, use something like this as a starting point and as you said, ‘Do what makes sense to you’.

I would argue that there is no need to put the number first. It’s all preference but the way I would create this particular setup would be to place the Company Name first (usually abbreviated) then the number that coincides with each category then the category name.

ex. Company A -> 01. Profile
ex. Company B -> 01. Profile

This will keep all categories/tags of one company together in a list but still be in order of numbered categories.

Sub categories could be handled numerous ways based on how you want to view your information. (be very cautious of having too many sub tags. Try to make the tag name describe itself as best it can without having a ton of subs.)

ex. “Company A -> 01. Profile” is category and tag is “01. Type – Prospect: 01 Unqualified”
ex. “Company B -> 01. Profile” is category and tag is “01. Type – Prospect: 02 Qualified”
ex. “Company C -> 01. Profile” is category and tag is “01. Type – Customer: 02 Promoter”

So Company C tag would look like this when searching for it: “Company C -> 01. Profile -> 01. Type – Customer: 01 Promoter”

Now… I would argue that this could be shortened to “Company C -> 01. Profile -> 02. Customer: 01 Promoter” if you don’t need a ton of stuff under Profile (with 01. Prospect being before it)

Again I just want to point out that at some point this becomes worthless because you will end up sifting through 100s of tags when trying to find the one you want, due to multiple tags being named exactly the same with 2 or 3 companies so the less sub categories and the more descriptive each tag is the better. IMHO YMMV

Having said all of this, tagging is VERY subjective. Do what makes sense to you and allows your brain to find things the easiest. The only time you need 100% rigidity is if you work as a team in Infusionsoft so that anyone at any time can find the tag/contact/etc they need.

So to recap:
We give each company a unique category number, company name, category name AND THEN we also start the tag with the company name (unless there is a date that goes first. )

The subcategories are will also have unique numbers, company name and subcategory.

So now I have to make a spreadsheet to keep it all straight.

Thank you again.

Hi Judith – yes, that’s exactly right. You’ve answered all your own questions!