Strategic Use Of Keap Tags Part 1

By: Preston Lyman

Introduction

In over a decade of teaching clients how to use Keap (formerly Infusionsoft), there’s a question that comes up a lot: What the heck do I do with keap tags? 

It’s a fair question. Tags are hard to wrap your head around at first, not least because they can do SO MUCH, but by default Keap basically leaves how you use them totally up to you. Without a doubt though, if you want to maintain successful automated marketing campaigns, you need to use tags well.

Tags can be used for a whole mess of things, which is why they can be so confusing! So, let’s go through a couple of the basics really quick.

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Segmenting Your List

First off, tags can be used to segment your list. For instance if you have a weekly or monthly newsletter you may want to identify the specific contacts who subscribe to your newsletter. You could just tag them with a newsletter tag so that you always know who to send those newsletters to.

You may also want to keep track of contacts who have purchased specific products in the past. You can set up automations to automatically tag people when they purchase certain products or services, or tag them if they schedule a consultation. This can be useful in the long-run, because it can help you re-target key audiences.

Some Ways You May Use Tags To Segment Your List Are:

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    Tag contacts who registered for a webinar, then tag anyone who didn’t actually attend

    Tag contacts who never engaged with a specific marketing campaign so you can re-engage them with a different campaign

    Tag contacts who you believe may be interested in a specific product or service you plan to sell in the near future.

    Once a tag has been applied to a contact, you can make filtered lists that include only contacts who have that tag on their contact record so you can easily access them later.

    Starting And Stopping Automations

    This is a HUGE one. Many Keap users don’t know what they are missing out on here.

    The Keap advanced automation builder (formerly the campaign building) has a ton of different ways to start and stop automations, but one of the simplest and most effective ways to do this is by using tags. Let me explain.

    In the campaign builder, anything under the “goals” heading can be used as a trigger to start an automation, or be used as a signal to Keap to stop an automation. By default, any goal attached to the right of a sequence STARTS that sequence. Any goal attached to the left of the sequence STOPS that sequence.

    If the only tool you use is Keap, then you have a huge variety of things to choose from. You can use the appointment scheduled goal for instance, and then when a contact uses your Keap booking link to schedule an appointment with you, that can start or stop an automation. Or, if you’re using Keap checkout forms, you can start or stop automations based on a contact’s purchase.

    BUT— and this is a big “but”— the majority of those goals only work for the native tools Keap offers. For example, if you decide to use a tool like Calendly to schedule appointments instead of Keap’s built in scheduling tool, then that “appointment scheduled” goal in Keap isn’t going to work for you. By default Keap isn’t going to know if a contact used an external tool like Calendly to schedule with you. That’s where tags come in.

    In the previous example, you can’t use the appointment scheduled goal to stop or start a sequence because you’re using an external scheduling tool… but you CAN use a tag.

    Most software will integrate with Keap one way or another (either with a native integration or using an app like Zapier), and they usually integrate by applying tags to contacts in Keap when the contact does something in the other software.

    Effectively, in our example, when a contact schedules an appointment, the scheduling tool you’re using will apply a tag to the contact record in Keap, and start or stop whichever automation you configure it to interact with.

    Conclusion

    Learning to use tags is an absolute MUST if you want to build automations for sustained growth and success. If you want to learn more, check out PART 2 of this series on tagging. Better yet, schedule a free consultation to see how we can help you on your marketing automation journey.

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