How to Create a Tag in Keap
- George Apostolov
How to Create a Tag in Keap: step-by-step guide
Go to 'CRM', then select 'Settings' in the main navigation menu.
Click 'Tags'.
Select 'Add Tag'.
Create a tag name, select a category, and add a description.
Click 'Add Tag(s)' to confirm the action.
Quick answer: To create a tag in Keap, navigate to CRM and select Settings from the main navigation menu. Click Tags, then select Add Tag. Enter a tag name, choose a category, add a description, and click Add Tag(s) to confirm the action.
About this tutorial
Organize your contacts efficiently inside the app by following these steps to create a new tag and assign it to a category. This guide shows how to create a Tag in Keap in 5 steps, starting with "Go to 'CRM', then select 'Settings' in the main navigation menu" and finishing with "Click 'Add Tag(s)' to confirm the action". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Tag in Keap?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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