Using tags and smart lists to segment contacts
Organize your contacts with tags and create dynamic smart lists for targeted communication and automation.
What you will learn
This GoHighLevel tutorial walks you through using tags and smart lists to segment contacts with clear, numbered steps. Whether you are new to GoHighLevel or looking to configure crm & contacts correctly, this guide covers everything you need. You will learn: what are tags?, add tags manually, add tags via workflows, create a smart list, and more. All steps work inside a standard GoHighLevel account — start a free 14-day trial if you do not have one yet.
Step-by-step guide
What are tags?
Tags are simple labels you attach to contacts. They describe who a contact is or what they've done: 'lead', 'customer', 'webinar-attendee', 'unsubscribed'. A contact can have many tags.
Add tags manually
Open a contact record and look for the Tags field. Type a tag name and press Enter. Create a consistent naming convention (all lowercase, hyphens for spaces).
Add tags via workflows
In any workflow, add an 'Add Contact Tag' action. This automatically tags contacts when they take an action — much more scalable than manual tagging.
Create a Smart List
Go to Contacts → Smart Lists → + New Smart List. Set your filter conditions: e.g. 'Tag contains: customer' AND 'Created after: Jan 1 2024'.
Use smart lists for campaigns
When sending an email or SMS campaign, select a Smart List as your audience instead of 'All Contacts'. This ensures only relevant contacts receive each message.
Build a 'Hot Leads' smart list
Create a smart list filtered by: Tag = 'lead' AND Last Activity within 7 days AND Opened email in last 30 days. This surfaces your most engaged leads for personal outreach.
Ready to put this into action?
Start your free 14-day GHL trial — or join our Skool community at $87/mo (saves $10/mo vs direct signup).Frequently asked questions
How do I what are tags? in GoHighLevel?
Tags are simple labels you attach to contacts. They describe who a contact is or what they've done: 'lead', 'customer', 'webinar-attendee', 'unsubscribed'. A contact can have many tags.
What is the first step to using tags and smart lists to segment contacts?
The first step is to what are tags?. Tags are simple labels you attach to contacts. They describe who a contact is or what they've done: 'lead', 'customer', 'webinar-attendee', 'unsubscribed'. A contact can have many tags.
Do I need a GoHighLevel account to follow this tutorial?
Yes. This guide requires an active GoHighLevel account. You can start a free 14-day trial at gohighlevel.com — no credit card is required.