There are two types of tags in Funnel Maps:

We divided this article into six parts. You can choose from the quick links in the drop-down below to jump on the topic that you wish to learn more about:


Creating Access Tags

To create Access Tags, follow these steps:

Step 1. From the main dashboard, click Settings.

Step 2. Click Manage Tags.

Step 3. As mentioned earlier, you have two types of tags that you can use. The first tab is where you will find all your Access Tags.

The second tab is your Keyword Tags.

Step 4. Funnel Maps also comes with Admin Access Tags that you can readily use. 

Step 5. If you wish to create your Access Tags, make sure that you are on the right tab and click the + New Tag button.

Step 6. Type in the name for the tag.

Step 7. Add a description and click Save Tag.

Step 8. The access tag that you created will appear on the bottom of the list.

9. You can also use the search bar to search for that specific tag.

Creating Keyword Tags

To start creating Keyword Tags, follow the steps below:

Step 1. To create a keyword tag, click the Keywords Tags tab.

Step 2. Click the + New Tag button.

Step 3. Type in the tag name.

Step 4. Type in the description and click Save Tag.

Using Keyword Tags

Once you have successfully created your Keyword Tags, you can now use them as a search filter which will be demonstrated through these steps:

Step 1. To search templates using a keyword tag, go to the main dashboard and click Template Vault.

Step 2. Click the Filter button.

Step 3. On the Keyword Tags field, select the tag that you want to use as a filter. You can select multiple Keyword Tags when needed.

Step 4. Once you are done, click the Filter button.

Step 5. Filtering with a tag will list all the template that is tagged with the tag you added.

Using Access Tags

Access tags are mainly used to grant access to specific map templates on your agency website, landing pages, and business contacts.

To start using Access Tags, follow these steps:

Step 1. When creating a landing page, for an agency website, the access tags are specified upon page creation. 

Anyone who opts-in through this site will have access to the funnel maps tag with the tag or tags specified on the Access Tags field.

Step 2. For example, if you want to give them access to all your mapped templates tagged with “Advanced Strategy,” select that tag.

Step 3. In this example, two tags are chosen, which means that they will have access to all the funnel map templates tagged with “Case Study” and “Advanced Strategy.”

Step 4. To update the access tag on an existing agency website or landing page, go to the Page Dashboard.

Step 5. Click the Page Settings button.

Step 6. Modify the access tags, and once you are done with the changes, click Save.

Step 7. Access tags are also required when adding new business. Tagging will give that business access to all funnels that are tagged with that particular tag.

Updating Tags to an Existing Business

You can update tags to an existing business through these steps:

Step 1. Go to the Businesses Dashboard.

Step 2. Click on the business name.

Step 3. Click Settings.

Step 4. Look for the Access Tags field and perform your updates.

Step 5. Once you are done, click Save.

Modifying Access Tags and Keyword Tags on Agency Mapped Templates

If you already have mapped templates for an agency, you still can modify the access tags and keyword tags through these steps:

Step 1. From the main dashboard, click Template Vault.

Step 2. Click the Agency Templates tab.

This area will display all the funnel map templates saved under your agency.

Step 3. Click the cogwheel icon and select Edit Agency Template Info.

Step 4. Modify the Keyword Tags and Access Tags.

Step 5. Once you are done, click Save Template.

Related Articles:

Agency Email Setup Settings
Agency Integration Settings
Agency Notifications Settings
Agency In App Ads
Adding a Business
Updating a Business Profile