Company Tags

Overview

In Keap, a contact can be assigned to a company, and companies can carry tags just like contacts. The Company Tags module lets members inherit the Keap tags of the company assigned to their contact record.

This is useful for company-wide or team memberships: apply the membership tag to the company once in Keap, and every contact assigned to that company gets access without being tagged individually.

Inherited company tags count for:

• Login – the membership level check. A contact without a membership tag of their own can log in if their company has one.
• Content protection – pages, posts and shortcodes protected by tags treat inherited tags like the contact’s own tags.
• Gradual release (drip content) – an inherited tag uses the date it was applied to the company. If the contact also has the tag themselves, their own assignment date is used.

Inherited tags exist only in the member’s iMEMBER360 session. They are never added to the contact in Keap, so Keap campaigns, reports and the contact record still show only the contact’s own tags.

Module Settings

Available since version 5.6.0

Inherit Company Tags

When enabled, a member also receives the Keap tags of the company assigned to their contact record.

Values	Yes / No
Default	No

Only Inherit These Tags

Restricts inheritance to the selected tags. All other company tags are ignored. Leave the field empty to inherit all company tags.

Only shown when Inherit Company Tags is set to Yes.

If the Tag Visibility module is enabled, this dropdown only offers the tags Tag Visibility has discovered. To select a company tag that is not used anywhere else on your site, add its ID to Additional tag IDs in the Tag Visibility settings.

Values	Dropdown list of available Keap tags (multiple)
Default	None (all company tags are inherited)

Activate the Company Tags Module

1. In the WordPress administrator main navigation click iMEMBER360, Modules.

2. In the iMEMBER360 Modules tabs click Company Tags.

3. Set Inherit Company Tags to Yes.

4. Optionally select the tags members may inherit in Only inherit these tags.

   For example, select only your membership level tags so that marketing or billing tags on the company do not affect access on your site.

5. Click Save Settings.

To give a contact the tags of a company, assign the company to the contact in Keap. You can display the assigned company ID on your site with i4w_db_companyid.

When Company Tags Are Loaded

Company tags are loaded fresh from Keap whenever the member’s session is updated:

• when the member logs in
• when the member’s data is refreshed according to the Cache Refresh Frequency
• when iMEMBER360 is notified of a change to the member’s own contact record

On normal page loads no additional Keap API calls are made.

If Keap cannot be reached during a refresh, the previously inherited tags are kept, so a short outage does not revoke access.

Tags That Are Never Inherited

• The Site Ban Tag. Banning a company does not ban its contacts – apply the Site Ban Tag to the contact instead.
• Tags excluded with the I4W_EXCLUDE_TAGS constant in wp-config.php.

Limitations

• Changes to the company only. When you add or remove a tag on the company, Keap notifies iMEMBER360 about the company, not about the contacts assigned to it. Members pick up the change on their next login or their next scheduled refresh. Any refresh of the member’s own record also reloads the company tags.
• Removing an inherited tag. If an action set or another integration removes an inherited tag from a member, it is only removed from the current session. The tag returns on the next refresh because it is still applied to the company. To revoke access permanently, remove the tag from the company in Keap, or remove the company from the contact.
• Disabling the module. Inherited tags are removed from a member’s session on their next login or refresh, not immediately.