Tags may be a small feature in Kajabi, but they are certainly mighty. Without them, your contacts will end up in a disorganized mess, and your campaigns won’t run as smoothly.
Here’s my expert guide to using them properly.
Key Takeaways:
- Tags are used to organize and filter contacts and for automations
- Add tags to contacts individually or in bulk
- Use tags to automate your campaigns and product admin
When you start adding large numbers of contacts to your Kajabi account, it can quickly become difficult to manage them all.
Tags act as a kind of filing system to keep them all organized and categorized. By using them, you can quickly find and add the right contacts to your campaigns and create customized contact lists for various things.
All I have to do is search for the contacts assigned to a specific tag, and I can swiftly add them to my campaigns with a click or two.
You can only add tags to existing and new contacts in Kajabi.
However, you can use them in a variety of ways.
The first way is to quickly filter and search for contacts. You can add Tags as filter criteria and then select which tags to search by.Â
This quickly brings up the list of contacts you need.
The second (and biggest) way to use tags is by using them for automations.
Whenever you set up a product, campaign, email sequence, form, etc., you are asked if you want to include an automation.
Typically, this is to add or remove a specific tag. This automation can then be used in a larger workflow to trigger other actions. Here’s an example:
- Someone completes and submits an online form.
- When they do this, the tag Email: Subscribed is added to their contact details.
- This triggers an email sequence to be automatically sent to anyone with the Email: Subscribed tag.
Since tags are designed to help you be more organized, it also helps greatly to adopt an organized approach to using them. Otherwise, they can quickly become confusing and not serve their purpose effectively.
Be Consistent with Your Tag Names
This is definitely something I need to improve upon because my tags can end up looking a bit messy.
You should try to follow a consistent approach when creating and naming your tags. So, before creating them, be sure to decide whether or not you will use:
- Singular or plural forms
- Lowercase, uppercase, or standard capitalization
- Hyphens, colons, underscores, etc.
This will make it much easier to find which tag you need, and it looks nice on the screen, too!
Categorize Tags for Quick Identification
It’s also useful to categorize your tags so you know which Kajabi feature or product they relate to. For example, Email, Sales Funnel, Students, etc. You can also sub-categorize according to behaviors or actions taken.
Use Tags in a Way That Makes Sense for Your Business
Your needs will look completely different from mine, so don’t just create tags based on what you think they should be.
Tags should aid your business and help you perform admin tasks faster, so put thought into a tagging system that makes sense for what you do.
This way, you’ll find it much easier and more enjoyable to use.
Perform Regular Tag Audits
So, Kajabi only allows you to create up to 100 tags. Therefore, you have to be selective about which tags you create and store in your account.
As soon as a campaign is done and dusted, you should delete the tags that went with it (if you’re not planning to re-run it). And, regularly auditing your list and getting rid of defunct tags will give you the room to create new ones.
Don’t Go Overboard
Avoid over-tagging your contacts and adding too many tags to your list. Be selective about which tags you create and use.
Over-using tags are just as inefficient as not using them at all and will quickly confuse matters because you won’t know which ones to use and for what reason.
Performing repetitive manual tasks is boring. Plus, since automation rolled into town, there’s no reason to be doing them at all!
However, you’ll find the automation options in Kajabi are limited if you don’t leverage your tags.
Creating Tags
- Head to Contacts > All Contacts > Manage Tags > + Add Tag.
- Enter the name of your new tag
- Hit Save.
Editing Tags
- Head to Contacts > All Contacts > Manage Tags.
- Find the tag you want to edit and click on the pencil icon to the right of it.
- Edit your tag and hit Save.
Deleting Tags
In the Manage Tags tab, locate the garbage can icon next to your tags and click to delete.
Adding Tags in Bulk
This action is very useful if you want to add the same tag to several contacts in one go.
- Head to Contacts > All Contacts.
- Select the checkbox next to the contacts you wish to add a tag to.Â
- Locate the Bulk Actions dropdown near the top of the screen.
- Find and select the Add Tag option.
- Choose the tag and select Submit.
Adding Tags to Automations
- Head to Marketing > Automations > New Automation.
- In the When field, select Add Tag or Remove Tag.
- Pick which tag is to be added or removed.
- In the Then field, select what happens once the tag is added or removed.
- Hit Save.
You can also do the opposite and choose to add or remove a tag in the Then field following a specific action.
Frequently Asked Questions
How Many Tags Can I Add in Kajabi?
You have a limit of 100 tags per Kajabi site. Therefore, all plans have a 100-tag limit except for the Pro plan. The Pro plan provides three sites, which means you get up to 300 tags.
