How To Add a Tag to New Contact List Import in HighLevel
Key Takeaways
- Adding a tag to a contact record is a great way to organize your contacts within HighLevel.
- When importing a new list of contacts, it is possible you’ll want to include one or multiple tags for all or some of the contacts in the list.
- Below we’ll show you the two ways you can add a tag (or multiple) to a new contact list import within HighLevel.
Adding a tag to a contact record is a great way to organize your contacts within HighLevel. When importing a new list of contacts, it is possible you’ll want to include one or multiple tags for all or some of the contacts in the list. Below we’ll show you the two ways you can add a tag (or multiple) to a new contact list import within HighLevel.
Option 1: This option is recommended if you have multiple and/or different tags to apply to the contacts in the list being imported.
- In the .csv file, have a column titled “Tags” and include as many tags as you’d like, with each separated by a comma. These tags will be created and applied to the associated contact records during import into HighLevel
Tired of Being the Admin, the Marketer, and the Closer?
You didn't start your business to spend hours building funnels, managing calendars, and chasing follow-ups inside HighLevel. What if someone else handled all of that for you?
Our HighLevel-trained virtual assistants know the platform inside and out — workflows, pipelines, social scheduling, reporting — so you can focus on closing deals and growing your business. Starting at only $164 per week.
- In this example, “Test1” would be applied to all 4 contacts during the import. The second tag, “TestTag”, would be added to just 2 contacts.
Option 2: This option is recommended if you want to add one or more tags to the entire list.
- You may add a new tag to the entire list being uploaded in Step 3 “Details” when importing contacts to HighLevel.
- In this example, “ThisIsATest”, would be added to all contacts in the list being imported.
- You may include one or multiple tags. You may use existing tags or create new ones right here in the import section.
The Complete Operator's Playbook
Weekly strategies from top-performing agencies
Join 5,000+ operators who get weekly tutorials, templates, and strategies that are actually working right now.
Matt @ HLPT
Founder, HL Pro Tools
Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
Related Articles
HighLevel Import Contacts 101: The Complete Guide to Importing and Managing Your Contact Lists
Learn how to import contacts into HighLevel from CSV files and other CRMs. This complete guide covers file formatting, field mapping, duplic
Matt @ HLPTHighLevel Contacts 101: The Complete Guide to Creating and Managing Contacts
Learn how to create, edit, and manage contacts in HighLevel. This complete guide covers manual contact creation, automatic lead capture, cus
Matt @ HLPTHighLevel Tags Overview
The tag feature is a great way to organize your contacts within HighLevel. Adding and removing tags will help you determine specific actions
Matt @ HLPT