Get Organised with Contact Tags: Segment Smarter, Market Better

Some are brand new. Some are regular clients. Some came from Facebook, others from a referral. And some haven’t booked in a while.

Without the ability to segment them, you’re stuck sending the same message to everyone — and hoping it lands.

With the Infinity3 Platform, you can use Contact Tags to label, organise, and segment your database in ways that actually make your communication smarter and your marketing more effective.

What Are Contact Tags?

Tags are simple labels you attach to contact profiles. They help you categorise people based on:

• What they’re interested in
• Where they came from
• What stage they’re at
• How they’ve interacted with you

For example:

• Lead
• Active Client
• Enquiry – Web Design
• No Booking – 30 Days
• Test Passed – Needs Pass Plus

You can apply as many tags as you like — and remove or update them as your contacts move through your pipeline.

Why Tags Matter

✅ Create Smart Lists based on tags
✅ Trigger automations (emails, texts, reminders)
✅ Personalise follow-up campaigns
✅ Track engagement and lead sources
✅ Organise your database without needing folders or notes

Tags let you instantly find the right people, for the right offer, at the right time — with zero guesswork.

How to Use Tags in Infinity3

1. Apply Tags Automatically

You can set tags to be added when someone:

• Fills in a form
• Books an appointment
• Completes a course
• Enters or exits a workflow
• Clicks a specific link
• Comes from a particular campaign

This keeps your contact list up to date, even while you’re away from your desk.

2. Add Tags Manually

Need to tag someone on the fly? Just open their profile and add it with one click. Great for adding notes like “Hot Lead” or “VIP Client”.

3. Use Tags in Filters & Lists

Tags become filters — helping you build Smart Lists, segment audiences for campaigns, or trigger automation rules.

For example:

Everyone tagged Lead – Facebook AND No Booking → Add to a nurture email campaign.

Tagging Examples by Business Type

✅ Driving instructors:
• Ready for Test, Nervous Driver, Needs Refresher

✅ Coaches:
• Discovery Call Booked, 6-Week Programme, No-Show

✅ Designers or marketers:
• SEO Enquiry, Hosting Only, Website Launched

✅ Trainers or course providers:
• Module Completed, Trial User, Upgraded

Pro Tips for Smarter Tagging

• Use consistent naming (e.g. Lead – Facebook, not FB Lead)
• Avoid over-tagging — keep it meaningful and manageable
• Clean up unused or outdated tags regularly
• Use tag-based automations to streamline your follow-up
• Combine tags with Smart Lists for laser-focused targeting

Wrapping Up

The more you know about your contacts, the better you can serve them.

Tags turn your CRM from a flat list into a smart, segmented system — where you always know who you’re talking to, what they need, and what action to take next.

Whether you’re nurturing leads, reactivating old clients, or sending promotions, contact tags are the key to doing it faster, smarter, and more effectively.

Log in, review your tags, and start organising your contacts like a pro.