How To Create and Use Tags

TL;DR

This tutorial explains how to create tags in High Level and shows where to use them, including in contacts, workflows, and automations.

Transcript

foreign welcome to another quick tutorial and for today we're going to discuss about tags so how to create them and where to use them so first off you need to be inside an account or a location and then go to settings until you find tags so this is where you'll find all the tags that you created and on the upper right is the new tag so that's where... Read More

Key Insights

• 🏷️ Tags can be created and managed in the settings of an account or location. A new tag can be easily created by clicking on "new tag" in the upper right corner.
• 💼 Contacts can also be tagged individually by accessing the tags option under actions. This allows for better organization and segmentation of contacts.
• 🔄 Tags can be utilized in workflows as triggers or actions. For example, a workflow can be triggered when a tag is added or removed from a contact.
• 🔍 Tags are useful in automations, where they can be added as workflow triggers or actions. This allows for targeted actions based on the presence or absence of certain tags.
• 🚀 Workflow triggers can be set up based on the creation of new contacts. Actions such as adding or removing contact tags can also be performed within workflows.
• 📂 Tags are primarily used to filter and manage contacts. Once contacts are tagged, it becomes easier to identify and work with specific groups of contacts.
• ❓ If there are any questions or further inquiries about tags, it is advised to reach out for assistance.
• 📺 For more instructional videos, you can check out the High Level How-To's playlist on the High Level YouTube channel.

Questions & Answers

Q: How can you create a new tag in High Level?

To create a new tag in High Level, go to settings, click on "New Tag," enter the tag name, and wait for it to load.

Q: Where can you tag specific contacts in High Level?

In High Level, you can tag specific contacts by going to contact details, clicking on "Actions," and selecting an existing tag or creating a new one.

Q: How can tags be used in workflows and automations?

In workflows and automations, tags can be used as triggers or actions. For example, you can set a trigger for when a contact is tagged or when a tag is removed, and then perform actions based on those triggers.

Q: How can tags facilitate contact management in High Level?

Tags in High Level make it easier to filter and work on specific contacts. Once contacts are tagged, you can easily find and manage them using the tags.

Summary & Key Takeaways

• To create tags in High Level, go to settings and click on "New Tag," or you can create a tag directly in contacts or workflows.

• In contacts, you can tag specific contacts by selecting the tag or creating a new one, which can help in filtering and managing contacts later.

• Tags can also be used in workflows and automations as triggers or actions, allowing you to automate certain tasks based on tagged contacts.