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Tag Users in Infusionsoft

Applicable plans Starter Essentials Business Advanced

As part of the Business plan and above, you're able to integrate your Thinkific site with Infusionsoft. For a quick overview of this feature, you can go here.


Once you've connected your Infusionsoft account, you can set up tags to be added to users when they perform certain actions on your Thinkific site.


This allows you to use Infusionsoft's CRM and marketing tools to manage sales and customer communications for your online course business. Learn more about the possibilities with Infusionsoft Tags here.



In this article:

  • Which events can I tag?
  • Configure your tags



Which events can I tag?

You're able to tag Infusionsoft contacts based on the following events:

  • Signups: Tag fires when the student signs up for a user account with your site.
  • Full Enrollments: Tag fires when a student enrolls (or is manually enrolled) in the full version of a course.
  • Free Trial Enrollments: Tag fires when a student enrolls in the free trial of a course.
    • Note: Free trials are differentiated from full enrollments.
  • Completed Enrollments: Tag fires when a student completes their course.
  • Orders: Tag fires when a student places an order.
    • Note: Free courses do not generate an order. But, if the order has a 100%-off coupon code applied, this does count as an order.


Configure your tags


Step 1.

If you haven't already done so, follow these instructions to connect your Infusionsoft account to Thinkific.


Step 2.

In Infusionsoft, make sure you've created the tags you want to use. Here's how


Step 3.

Head back to the Integrations page and select to Edit your configuration for Infusionsoft.


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Note: Users must have a tag associated with them.


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