How to Create a Tag in Keap

Updated on:

June 5, 2026

By:

Use this interactive demo to learn how to set up and save a new tag in Keap CRM.

Quick summary

Creating a tag in Keap lets you segment contacts for targeted follow-ups and automation. This five-step process walks you through the CRM Settings menu to add, categorize, and confirm a new tag.

Steps

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.

📌 Why this matters

Tags in Keap are a foundational CRM feature that allow small businesses to segment and organize contacts based on behavior, interests, or sales stage. By assigning tags, teams can trigger targeted automations, send personalized follow-up sequences, and keep their pipeline cleanly structured. Creating well-defined tags with names, categories, and descriptions ensures every contact interaction is trackable and actionable. This makes Keap's tagging system essential for any business looking to scale personalized marketing without manual effort.

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