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Creating a Tag in Infusionsoft/Keap Max Classic
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36 seconds
VISION
To create a tag in Infusionsoft/Keap Max Classic
RESOURCES
Log-in credentials for client's Keap/Infusionsoft account\
[Watch the Loom Video Tutorial Here](https://www.loom.com/share/7c2292cf8ac9454db9661d20a5a06afe)
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Log-in to client's Keap or Infusionsoft Account
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Click the hamburger menu icon on the top right corner
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Click "Settings" below CRM section
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Click on "Tags"
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Click on "Add tag"
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Click "Tag Name"
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Click the "Tag Name" field and enter a tag name. Be specific as possible.\
Use this naming convention template: \[Insert Funnel Name\]
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Click on the form field and select the category from the dropdown
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Add an information on the "Description" field on what the tag is for to make it easier for other people who manages email automations for future promotions
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You can also grab information from the landing page copy
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Click the "Add Tag" button
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The name of the tag that you have previously added will autopopulate here
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DEFINITION OF DONE
A tag is created
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