Summary:
In the How/When to Delete Tags Quick Tip, 2014 Infusionsoft Partner of the Year, Kim Snider, sprints through a very brief but very helpful demonstration of proper procedure for Tag deletion within Infusionsoft.
Campaign Builder Do’s & Don’ts:
Time Stamped Show Notes:
- 00:01 – Introduction from Kim Snider
- 00:10 – The #1 reason for app slowness is too many Tags applied to too many Contacts
- 00:23 – To correct for this, do housekeeping on a fairly regular basis of both Tags and saved searches
- 01:09 – How to Start the clean-up
- 01:11 – The first thing: When going to Tags, IDENTIFY where specifically the Tag is to be APPLIED
- 01:54 – Doing so will allow you to determine whether or not the Tag should really be deleted
- 02:09 – To Delete, go to the Campaign and DELETE where the Tag is being APPLIED
- 02:29 – An example of this
- 03:05 – The IS prompt displayed when clicking the “DELETE THIS TAG” icon
- 03:45 – If a Tag is not applied to a campaign, it’s not really necessary to worry about deletion. IF, however, the Tag is applied to a campaign, make sure to delete the Tag from the Campaign FIRST
- 04:21 – Kim’s Contact Info and End of Quick Tip
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