Tag Genie is designed to help businesses and agencies efficiently create, organize, and manage CRM tags within automation systems like Keap, ActiveCampaign, and GoHighLevel. If your tag list has become messy, unorganized, and inconsistent over time, Tag Genie provides a structured way to clean it up and ensure consistency across your client journeys.
Why Use Tag Genie?
Most automation systems do not enforce a naming convention for tags, leading to:
Disorganization and difficulty in finding tags
Inconsistent naming due to multiple team members creating tags differently
Time-consuming manual tag management
With Tag Genie, you can:
✅ Quickly create, organize, and update tags
✅ Structure tags into logical tag groups
✅ Maintain a consistent naming convention across automations
How to Set Up Your Tag Groups in Tag Genie
Once you’ve created your Tag Genie account and connected it to your automation platform, follow these steps to create and organize your tags.
1. Create Your First Tag Group
After logging in, navigate to the Create Tag Group screen.
Name your tag group based on your client journey or automation.
Example: If you’re setting up a webinar automation, name the group Introductory Webinar.
Organize your tags into tag types.
Most businesses use 3-5 common tag types, such as:
Status Tags: Registered, Attended, Didn’t Attend
History Tags: Registered, Bought, Didn’t Buy
Button Tags: Start, Stop (system/development tags)
2. Sync Tags with Your Automation System
Click Create This Tag Group in Tag Genie.
Tag Genie will automatically sync with your connected automation system (Keap, ActiveCampaign, or GoHighLevel).
Refresh your tag list in your CRM—you’ll see all newly created tags, properly categorized.
3. Edit and Update Tags in Bulk
If you want to rename tags, simply update them in Tag Genie, and the changes will automatically sync with your CRM.
Example: Change "Introductory Webinar – Registered" to "Intro Web – Registered" with one click, and all related tags will be updated instantly.