I have been with Infusionsoft forever and everything nowadays has become quite messy.
Are there any helpful tips on cleaning up PRODUCTS, CAMPAIGNS, and TAGS without too much damage? I am deep into all this and sometimes I just want to blow it up and start fresh.
I am now using Segmetrics and I see that the data it is pulling from me is very messy. UGH.
Des:
Shoot me your email and I’ll send you some naming conventions you can use for Campaigns and Tags (in case you aren’t using them).
For campaigns — that’s tough, as we can’t see what you have and it’s pretty dependent on what all you have set up.
For tags, you can export them to Excel, edit (rename/organize) and then do a ‘data cleanup’ and upload them to get the names adjusted (make sure to keep the TagID associated with them).
Jeff
