How to Set Up Behavior-Based Dynamic Tags in Keap for Personalized Upsell Sequences
Personalizing the customer journey is no longer a luxury, but a necessity for driving growth. For businesses leveraging Keap, dynamic tags offer a powerful mechanism to categorize and segment contacts based on their specific actions and interests. By strategically applying these behavior-based tags, you can unlock the ability to trigger highly relevant, personalized upsell sequences that resonate deeply with your audience, leading to increased customer lifetime value and stronger relationships. This guide will walk you through the precise steps to implement this sophisticated automation, ensuring your upsell efforts are both effective and efficient.
Step 1: Define Your Upsell Objectives and Key Behaviors
Before diving into Keap, clearly articulate what you aim to achieve with your upsell sequences. Are you looking to introduce a higher-tier service, a complementary product, or an add-on feature? Once your objectives are clear, identify the specific customer behaviors that indicate readiness for these upsells. This could include purchasing a particular starter product, frequently visiting a certain product page, interacting with specific content, or reaching a milestone in their usage of your initial offering. Precise behavioral triggers are the foundation of effective dynamic tagging, so take the time to map these out meticulously, considering both explicit actions and inferred interests.
Step 2: Map Behaviors to Dynamic Keap Tags
With your key behaviors identified, translate these into a structured system of dynamic tags within Keap. For instance, if a customer purchases “Product A,” they might receive a tag like “Purchased-ProductA.” If they visit a specific page about “Service B add-on” multiple times, they could receive a “Interest-ServiceB-High” tag. Design tags that are descriptive, consistent, and easy to understand at a glance. Avoid overly complex tag names and ensure each tag directly corresponds to an actionable behavior or intent signal relevant to your upsell strategy. This clarity will be vital for building and maintaining your automation.
Step 3: Create and Organize Dynamic Tags in Keap
Log into your Keap account and navigate to the “CRM” section, then “Tags.” Create each of the dynamic tags you outlined in Step 2. It’s good practice to use a consistent naming convention (e.g., “Behavior: ProductX Purchase,” “Interest: ServiceY Page View”) to keep your tag library organized and searchable. Consider creating tag categories to further group related tags, making it easier to manage and find them as your system scales. Proper organization from the start prevents tag sprawl and ensures your segmentation remains robust and efficient for future campaigns.
Step 4: Implement Automation for Tag Application
Now, connect your identified behaviors to the dynamic tags using Keap’s automation capabilities, primarily through Campaign Builder. For website visits, utilize Keap’s web page tracking and link clicks. For purchases, integrate with your e-commerce platform to trigger tag application post-purchase. You might also use Keap forms, API integrations, or internal processes to apply tags based on actions within other systems (e.g., webinar attendance, support ticket resolution). Each automation should be designed to apply the relevant tag as soon as the qualifying behavior occurs, ensuring real-time segmentation and responsiveness.
Step 5: Design and Build Personalized Upsell Sequences
With contacts now dynamically tagged, you can build targeted upsell sequences in Keap’s Campaign Builder. For each specific dynamic tag (or combination of tags), create a unique upsell sequence. This sequence might include a series of emails, internal tasks for your sales team, or even automated SMS messages, all tailored to the individual’s behavior and perceived interest. Ensure the content of each sequence directly addresses the value proposition of the upsell, leverages the insights gathered from their behavior, and includes clear calls to action. Personalization is key; speak directly to their needs and demonstrated interests.
Step 6: Test, Monitor, and Refine Your Upsell System
Before launching widely, thoroughly test your entire system. Simulate the behaviors that should trigger tags and ensure the correct tags are applied, and that the appropriate upsell sequences are initiated. Once live, continuously monitor the performance of your upsell campaigns. Track open rates, click-through rates, conversion rates, and overall revenue generated. Use Keap’s reporting features to identify what’s working and what isn’t. Be prepared to refine your tags, automation rules, and sequence content based on performance data to maximize your upsell effectiveness and customer satisfaction.
If you would like to read more, we recommend this article: Automated Keap Backups: Your Shield Against Data Loss and Dynamic Tag Disasters
