Tag goals are one of the most popular ways to trigger automation in Infusionsoft’s campaign builder, no doubt about that.
Tag goals are pretty simple to understand – you define which tag(s) they’re listening for, and then boom, any time any of those tags are applied, the goal is achieved and the actions you’ve built out are set in motion.
Sometimes you need a goal to listen for more than one tag, and that’s easy enough. For example, this goal would be achieved if any of the 5 listed tags are applied.
That’s all well and good if you want the resulting actions to run when any of those tags are applied, but what if you only want the goal to be achieved if ALL of those tags exist on the same contact?
That’s a scenario I’ve seen from time to time, and more frequently as of late.
Personally, I’d love it if Infusionsoft added a setting to this goal which would allow us to specify if we wanted it to listen for any or all of the tags we designate.
But for the meantime, here’s what you can do as an work-around.
Nice hack, Greg. Good to hear you’re back safe and sound!
Thanks! And yes, we’re back in sunny San Diego for the time being!
Great tip, Greg! This was a really ingenious way to use a decision diamond and tags. Thanks!
Thanks Jason, not bad right?
Another great tip. Quick question. What if you set this up and your contact (any in your list) already had all 5 tags applied. Would/could they be added to the sequence?
I am guessing that you would have to just select your contact and add them to the campaign since the tag goal just listens to new tags rather than looking for those that were applied in the past.
Hey Liam, great question, and thanks (as always) for reading.
When you publish a campaign that has a tag goal (as an entry point), the system automatically checks for contacts who may meet the criteria of that goal, and it will prompt you “Do you want to add these contacts?” and then you can choose either yes or no. If you choose yes, then it’ll add all contacts, and your decision diamond will make sure only the folks with ALL the tags end up in the sequence with the actions.
So simple! Very cool idea!
Yeah, I almost hesitated to use the word “Hack” on this one, because it’s really just thinking about it a little differently.
Great tip Greg!
Thanks for reading Tracie!