One of the most powerful aspects of Keap (formerly Infusionsoft) is the ability to apply and remove tags. At their core, tags are a way to segment your database so you can send targeted messages to extremely specific portions of your list.
But as your business grows, keeping your tags organized becomes more and more important – here’s a course from Keap covering a system you can use called The Keap Way.
There are a number of tagging methodologies and best practices around the Keap ecosystem, so I created the following directory of some of the popular options (I’m sure I missed a few).
But before you explore those, let me just say that having any system matters more than which system you choose. So, pick one that makes sense to you and you can stick to:
An Insiders Guide to Mastering Tags and Tag Categories
Article from the Keap blog written by Paul Sokol – This article helps with the philosophy of thinking about tags, and makes some recommendations for the categories you might want to start out with.
How to Structure Tags & Tag Categories for Effective use in your Business
Mandy Brasser, Streamline For Success – This is a really good article which starts by defining the key terms you may want to know when starting this conversation, then Mandy outlines the tagging system she recommends, and why; and then it wraps up with other things to consider, and examples to illustrate why and how this works.
Infusionsoft Tags: A template for creating your own system
Bandera Marketing – This article is designed to first answer “What are tags for” and “What tags do I need” and then it delves into the system Bandera uses, why they use it, and how you can craft your own structure that makes sense for your business.
The Ultimate Campaign & Tag Categorization Protocol
Daniel Bussius – This is an extremely comprehensive article covering why you should, and how you can develop a naming convention to help keep your tags (and campaigns) as organized as possible. This article is rich with examples and diagrams to help make it as useful as possible.
Sixth Division Tagging System
Sixth Division – As one of the biggest Keap partners, Sixth Division also has their own tagging system which they recommend for and implement with their clients. The above link is an opt-in (name and email) for their “Cheat Sheet” which covers what they call the Ultimate Guide to Tagging.
ISMastery Tagging System
Troy Broussard, ISMastery and MyFusionHelper – here’s another solid system from a well known Keap partner. Thanks to Lenard for bringing this one to my attention in the comments below. This system follows the The Financial Chart of Accounts model, which apparently is a really well known organizational system for accounting. Full disclosure, this one also requires that you opt-in for the download.
Keap and Infusionsoft Tag Best Practices
Kevin Mogavero – In this 30-minute video training Kevin covers the 3 primary uses of tags, the difference between tags and tag categories, the various naming convention options, and a handful of other resources he recommends for using tags in your business.
I know there are plenty of quality resources out there that I may have missed (and more being created all the time), so if I didn’t include something that you think belongs on this list, let me know and I’ll add it!