This article covers how to add automation to a tag in Keap™ directly from the tag settings. Automation can be set up while creating or viewing a tag, allowing quick configuration of follow-up actions triggered when the tag is applied to a contact.

Add Automation to a Tag

1. Select the avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select the tag to add automation to.

   

   The screenshot above shows the tag list in Keap Settings with a tag selected.

3. Select one or more of the example automations to use as a starting point, or select the button at the bottom to create a custom automation.

   

   The screenshot above shows the tag automation options including example automations and the custom automation button.

4. After configuring the automation, select Publish.

   

   The screenshot above shows the Publish button in the tag automation editor.

5. The automation is now active and visible whenever the tag is viewed in settings.

   

   The screenshot above shows the tag in settings with the published automation visible.

For additional training on tags and automation in Keap, see the Keap Academy tag training.

Frequently Asked Questions

What does this article cover?

This article covers how to add automation to a tag in Keap directly from the tag settings.

When does the tag automation run?

Tag automation runs when the tag is applied to a contact record, either manually or through another automation.

Can tag automation be edited after it is published?

Yes. Navigate to the tag in Settings to view and edit the automation. After making changes, select Publish again to apply the updates.