Segment Contacts

Search Tab In this tab you can search by basic contact information. For example, you could search for everyone that has a Yahoo email address by choosing Email "ends with" @yahoo.com. Search by tags : Select a tag or multiple tags to pull up...

Tags are marketing labels that are applied to contact records. Tags are one of the most powerful segmentation tools in Infusionsoft. Tags segment your contacts into very specific lists so that you can send more targeted marketing messages to those c...

Use tag categories to organize your tags. Example of some tag category names: Customers Prospects Members Events Add Tag Categories Go to CRM > Settings > Tag Categories.   Click on the Add Tag Category button. Note: You can also crea...

You can apply and remove tags from contact records.  While viewing a contact record, click the Tag   tab. To apply a tag, select a tag from a drop-down and click Apply this Tag. If you want to create a new tag, click the   Create a new...

You can apply tags to a list of contacts or remove them from a list of contacts.  Apply or Remove Tags from a list of contacts Go to CRM > Contacts  and click New Search  or choose a Saved search  from the drop down options. Check the box a...

Go to CRM > Contacts Click " New Search " Click the " Misc Criteria" tab Pro-Tip : Date created is available through multiple reports. It's always listed under the Misc Criteria tab Scroll down search by the contact's dat...

When you create a saved search, you save a set of criteria that determine which contacts show up in search results. The contacts listed in the results will change automatically as the people in your database respond to your marketing messages, make ...

With Infusionsoft by Keap you can mass update a field for a list of contacts. This works well when you need to add a common field to all contacts on a list; e.g., all contacts need the same country or lead source id. Navigate to CRM > Contacts ...

Navigate To Contacts Under CRM   (Optional) Click on New Search if available. This will reset any previous search criteria   Click Edit Criteria / Columns...   Click the Columns Tab Add a Custom Field as a Column. Click on t...

There are 2 ways to view a list of contact and opportunity record s: an interactive view and a grid view. You are able to choose the  viewing format that best fits the work you are trying to accomplish at  the time. While viewing search results...

There are several ways to create tags in Infusionsoft. Often, you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc... You can also go to CRM > Settings > Tags and create new tags or manage existing ta...