​​​​Tag Naming Conventions

Standardize tag-naming conventions.

Managing tags is painful unless done with considerable planning upfront. Making mass-changes is normally difficult. Although categories help, the category is not always visible, such as when working with decision diamonds. You can now rename tags all at once by prefixing tags of a given category with up to two prefix codes (a number and a string), as well as a suffix code. Changes are made in a local database, then an update file to import to Infusionsoft will apply the changes all at once.

  • With this ability, you can revamp an existing naming convention, or clean up a site you inherited, making management and documentation far easier.

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