Tag automation

This article applies to:

You can quickly set up automation while setting up or viewing your tags

On the form itself:

  1. Click on your avatar and choose Settings

  2. Choose the tag you would like to add automation to
  3. You can start by choosing one or more of the example automations, or click the button at the bottom to create a custom automation
  4. Once you've added and configured your automations, just click the Publish button.
  5. Your Simple Automation will be visible whenever you view the tag

Keap Academy

For more on this topic, check out this training from Keap Academy. Learn at your own-pace as experts walkthrough the set up and application of these features with context and strategic insight.