Infusionsoft - How To Add A User And Tag Them To Start The Course

Updated: 05/07/2021
Article #: 9


Infusionsoft - How To Add A User And Tag Them To Start The Course

 

The 2 articles below describe how to manually add a user and how to add a tag for them to be enrolled in a course.

Part 1

Add a User to Infusionsoft.

Part 2

Add Tag to User.

(Choose the tag in the category with the course abbreviation and ending in New Client to enroll a user in the course)

WARNING - AS SOON AS YOU HIT THE TAG => THE EMAIL WILL BE SENT OUT AND THEY WILL GET THEIR LOGIN EMAIL WITH THEIR CREDENTIALS!

 

Once you hit the Save button the new user will receive an email with login credentials in 2-3 minutes. In the event that they do not receive their login email, ask them to check their junk/spam folder or Gmail promotions tab.








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