How to Use Tags Effectively in Go High Level CRM

Tags in Go High Level CRM are one of the simplest—and most powerful—ways to organize your contacts, trigger automations, and send targeted messages. Whether you want to label a contact for quick reference or build a fully automated marketing flow, tags make it easy.

What Are Tags?

Think of tags as digital labels you can attach to any contact or opportunity. They help you:

• Organize information: Quickly see which contacts belong to a certain group or have taken a specific action.
• Segment audiences: Create lists for personalized emails or SMS campaigns.
• Trigger automations: Launch workflows the moment a tag is added or removed.

There’s no limit to the number of tags you can create, so you can build a system that fits your business perfectly.

Creating and Managing Tags

1. Navigate to Settings
   Go to the bottom-left corner of your dashboard and click Settings.
2. Open the Tags Section
   Scroll down and select Tags to view all existing tags.
3. Add a New Tag
   Click the blue New Tag button in the top-right corner, type a name, and hit Create. That’s it.

You can edit, rename, or delete tags at any time. If you rename a tag, the new name updates everywhere it’s used.

Assigning Tags to Contacts

You can add or remove tags individually or in bulk:

• From the Contacts screen: Select one or many contacts, click Add Tag, and choose the tags you want to apply.
• Inside a Contact Record: Scroll to the Tags section and add or remove tags directly.

Bulk actions make it easy to label dozens (or hundreds) of contacts at once.

Using Tags in Opportunities

Tags aren’t just for contacts—they’re visible in your Opportunities pipeline, too. Hover over the tag icon on an opportunity to see which tags are applied, or click the icon to add or remove them without leaving the opportunity card.

Automations Triggered by Tags

One of the most powerful features is automation:

• Trigger a workflow when a tag is added or removed.
• Choose “Tag Added” or “Tag Removed” as the trigger, select the tag, and publish your workflow.

For clarity, include the tag name in the trigger label so your team knows at a glance what the automation does. For example: Trigger – Tag Added: VIP Lead.

Building Smart Lists

Smart Lists let you filter and save dynamic segments of your contacts. To create one:

1. Go to the Contacts screen.
2. Use filters to find contacts with a specific tag.
3. Save the filtered view as a Smart List with a descriptive name.

Now you have a live, auto-updating list you can use for targeted email or SMS campaigns.

Best Practices for Tag Management

• Keep names clear and consistent. Use short, descriptive tags like “Newsletter,” “VIP,” or “Webinar-Attendee.”
• Document your system. As your business grows, a simple reference guide helps your team know which tags trigger which automations.
• Review regularly. Clean up old or unused tags so your system stays easy to manage.

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Bottom line: Tags in Go High Level CRM aren’t just labels—they’re the backbone of a flexible, personalized marketing strategy. Set them up thoughtfully, and you’ll be able to organize contacts, trigger automations, and create targeted campaigns with ease.