Creating a Tag in Infusionsoft/Keap Max Classic | Scribe

    Creating a Tag in Infusionsoft/Keap Max Classic

    • |
    • 0 step |
    • 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)
    Log-in to client's Keap or Infusionsoft Account
    Click the hamburger menu icon on the top right corner
    Click "Settings" below CRM section
    Click on "Tags"
    Click on "Add tag"
    Click "Tag Name"
    Click the "Tag Name" field and enter a tag name. Be specific as possible.\ Use this naming convention template: \[Insert Funnel Name\]
    Click on the form field and select the category from the dropdown
    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
    You can also grab information from the landing page copy
    Click the "Add Tag" button
    The name of the tag that you have previously added will autopopulate here
    DEFINITION OF DONE A tag is created
    Was this Scribe helpful?
    Save this document for future reference.
    click-target-circles-background
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe