Set up Membership Tags

Membership tags define permission levels for content on your website. Each membership level requires a pair of tags.

Automatic Tag Creation

Membership tags can be created automatically when setting up Membership Levels in iMember360. The instructions below are for manual creation directly in Keap.

Tag Naming Convention

Each membership level requires two tags with the same base name:

• A main tag (e.g., “Gold”)
• A PAYF tag with the suffix “PAYF” (e.g., “GoldPAYF”)

Do not include spaces or special characters in tag names.

Examples:

• “Free” and “FreePAYF”
• “Silver” and “SilverPAYF”
• “Gold” and “GoldPAYF”
• “Platinum” and “PlatinumPAYF”

Create Tags in Keap

1. Log into your Keap application

2. Go to CRM > Settings

3. Click on Tags under Contact & Company Settings

4. Click Add Tag

5. Enter the tag name, select a category (optional), and add a description

6. Click Add Tag(s)

Repeat for each tag pair needed for your membership levels.

Bulk Creation

You can create multiple tags at once by entering comma-separated names:

Free,FreePAYF,Silver,SilverPAYF,Gold,GoldPAYF,Platinum,PlatinumPAYF