Christina Rodriguez

This article applies to: Max Classic  Go to Admin > Settings in the main navigation menu Go to the custom field section, select a field type from the drop-down, and then click on Go. Click on the V...

This article applies to:Max Classic If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. With Keap Max ...

This article applies to: Max Classic  When do I use custom fields and when do I use tags?There has always been ambiguity surrounding this question, with vague definitions and unique use cases, and ...

 You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with ty...

When searching for contacts, tags give you powerful options. You can use the search function to find contacts that have, or don't have specific tags. For other ways to search for contacts, see the ...

This article applies to: Max Classic  Tags are labels you can apply to contact records to segment your audience. They’re one of the most powerful tools in Max Classic for creating highly targeted m...

This article applies to: Max Classic  When you create a Saved Search, you save a set of criteria that determine which contacts show up in search results. The contacts listed in the results will cha...

This article applies to: Max Classic  Add Tag CategoriesChange Tag CategoriesView Tags within Tag Category Keap AcademyUse tag categories to organize your tags. Example of some tag category names:C...

This article applies to: Max Classic  Go to CRM > Contacts Click New Search Click the Misc Criteria tab Pro-Tip: Date created is available through multiple reports. It's always listed under the Mis...

There are several ways to create tags in Max Classic. Often, you will create them on-the-fly while creating campaigns, contact records, emails, landing pages, etc. You can also go to CRM > Settings...