Best Practices for Maintaining Tags?

Max Classic
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1

We’ve been using Infusionsoft for 3-1/2 years, and have a good number of tags we’ve created over the years. What are some recommended practices for maintaining them?

I’m especially aware of the number of tags when I am looking at the list to apply or remove a tag on a contact list via Actions > Apply/Remove Tag.

I’d love to know what your ideas are.

2

Alot will depend on your business model and some other factors. The biggest things are to categorize by a standard (like history, actions, functional, status, triggers etc) and then use naming conventions for your tags that will tell you what the tag is for at a glance, just by reading the tag name.