How to Create Custom Tags in GoHighLevel

Custom tags in GoHighLevel are a versatile feature that lets you organize your contacts with ease, allowing for better segmentation and targeted marketing campaigns. In this "how to," you'll learn the steps to create and apply custom tags within the GoHighLevel platform.

Step 1: Access the Contacts Dashboard

To begin, log into your GoHighLevel account and navigate to the Contacts dashboard. This area is where you manage all your contacts' information and is the central hub for segmentation.

Step 2: Select a Contact

Find the contact you want to tag by using the search feature or scrolling through your contact list. Once you've found the correct contact, click on their name to open their individual profile.

Step 3: Locate the Tags Section

Inside the contact's profile, look for the 'Tags' section. This area may vary slightly depending on customizations to your GoHighLevel interface.

Step 4: Create a New Tag

In the Tags section, you'll see a field where you can either select existing tags or create a new one. To create a new tag, simply type the tag name into the field. It's a good practice to use names that are easily identifiable and relevant to the categorizations you wish to make, such as "Prospect", "Hot Lead", or "Newsletter Subscriber".

Step 5: Assign the Tag

After typing your custom tag name, press 'Enter' or click on the result that appears. The tag will now be added to that contact's profile. If you ever need to remove a tag, you can usually do so by clicking on an 'x' or 'remove' button next to the tag name within the contact's profile.

Step 6: Save Changes

Don’t forget to save any modifications you've made to your contact's information. Look for a save button, often located at the top or bottom of the contact profile page, and click it to ensure all tag changes are stored.

Step 7: Use Tags for Segmentation

With your custom tags created and assigned, you can easily filter and segment your contact list based on these tags. This can significantly improve your marketing efforts as you can target specific groups with tailored campaigns.

Step 8: Manage Your Tags

GoHighLevel usually provides a means to manage all your tags in one place, typically found in the settings or similar sections. Here you can edit tag names, merge similar tags, or delete irrelevant tags to keep your list clean and organized.

In just a few simple steps, custom tags can be created and utilized within GoHighLevel to enhance your contact management and marketing strategies. Regularly revisit your tags for updates and adjustments to maintain an efficient and effective customer relationship management system.