How to Set Up Dynamic Tags in Keap to Automatically Segment Candidates by Skill Set
Manual candidate segmentation is a time sink, leading to missed opportunities. This guide shows how to leverage Keap’s powerful automation features to set up dynamic tags, automatically categorizing candidates by skill. Transform your Keap CRM into an intelligent, self-segmenting talent database for precision outreach.
Step 1: Understand the Strategic Advantage of Dynamic Segmentation
Before diving into setup, grasp the profound impact dynamic segmentation offers. Traditional, static tagging requires manual review, creating bottlenecks. Dynamic tags, however, automatically assign and update candidate profiles based on pre-defined criteria, ensuring current and accurate data for immediate, hyper-targeted outreach. For high-growth businesses, this means faster hiring cycles, improved candidate matching, and significant savings by eliminating constant manual data management. It’s about building an intelligent, responsive talent ecosystem within Keap that proactively streamlines your recruitment efforts.
Step 2: Map Out Your Essential Skill Categories
Effective dynamic segmentation begins with a well-defined skill taxonomy. Identify the core competencies and technical skills crucial to your frequent hiring needs. Start with broader skill groups, like “Frontend Development” or “Project Management,” rather than overly granular categories initially. Clearly document these categories, as they directly inform the custom fields and automation rules you’ll establish in Keap. A consistent skill map prevents ambiguity, ensuring your automated system classifies candidates precisely. This foundational mapping makes your talent pool instantly searchable and actionable, ready for targeted engagement based on verified proficiencies.
Step 3: Create Custom Fields for Skill Data in Keap
With your skill categories defined, the next step is creating corresponding custom fields within your Keap application. Navigate to Settings > Custom Fields and set up fields to capture skill-related information. Depending on complexity, utilize text fields, dropdowns for pre-defined categories, or multi-select checkboxes. Ensure these fields are clearly labeled and accessible. These custom fields serve as the essential data points your automation will leverage to assign tags, acting as the ‘trigger’ for dynamic segmentation. Properly structured custom fields are vital for clean data capture and reliable automation, ensuring your system functions seamlessly.
Step 4: Design Automation Rules and Campaigns for Tagging
This is the core of dynamic segmentation. In Keap, use the Campaign Builder or Legacy Automation to create rules that assign tags based on data in your custom skill fields. For example, if a “Primary Skill” field contains “Digital Marketing,” an automation can automatically apply a “Skill: Digital Marketing” tag. Employ conditional logic (IF/THEN statements) to handle various scenarios, including assigning multiple tags. These campaigns should trigger whenever candidate skill data is updated or initially entered. This proactive tagging mechanism ensures profiles evolve with candidate information, keeping your talent database always optimized for immediate action.
Step 5: Integrate Data Sources to Populate Skill Fields
For dynamic tags to function, skill data must reliably flow into Keap’s custom fields. Identify your primary data sources: career page forms, third-party job boards, resume parsers, or direct API integrations. Configure these sources to map skill information directly into the Keap custom fields created earlier. For instance, ensure webform fields correspond precisely. For complex integrations, tools like Make.com are invaluable for parsing resume data or syncing information from external HR platforms directly into Keap. This ensures a seamless, automated data flow that continuously fuels your dynamic tagging system without manual intervention, maintaining data integrity.
Step 6: Implement a Testing and Refinement Protocol
Automation, especially dynamic tagging, demands thorough testing to ensure accuracy and prevent mis-segmentation. Create test candidate profiles with diverse skill combinations and run them through your data integration and automation campaigns. Verify that correct tags are applied and no unintended tags are added. Pay attention to edge cases or common misspellings impacting conditional logic. Utilize Keap’s reporting to monitor tag application over time. Regular review and refinement are crucial; as hiring needs evolve, your skill taxonomy and associated automation rules should adapt. This iterative process guarantees the ongoing reliability and effectiveness of your dynamic segmentation strategy.
Step 7: Leverage Segmented Data for Targeted Outreach
The ultimate goal of dynamic skill-based segmentation is to empower highly effective, personalized candidate engagement. Once candidates are automatically tagged, you can effortlessly filter your Keap contacts by skill tag to identify qualified individuals for specific roles. Use these segmented lists to launch targeted email campaigns, send personalized follow-ups, or initiate automated nurturing sequences tailored to particular skill sets. This precision allows your recruitment team to move beyond generic outreach, drastically improving response rates and candidate quality. Dynamic segmentation transforms your Keap CRM into a powerful, proactive recruitment engine, driving efficiency and ROI.
If you would like to read more, we recommend this article: Beyond Native Backups: Complete Keap & High Level CRM Data Protection
