Let’s talk about automated tagging in your email campaigns.
OPne of the simplest, most overlooked HighLevel features that can massively level-up your segmentation game.
I’ll break down what it is, why it matters, and how to use it to make your email marketing smarter (without doing more work).
If you’ve ever thought, “There’s no way I can keep up with personalized follow-up emails…” — this one’s for you.
Want a step-by-step guide on how to do this? Wish granted! You can use this guide and follow this tutorial.
When Should You Use Automated Tagging?
Any time you want to track how your audience interacts with your emails without manually sorting through contacts like it’s 2009.
Here are some 🔥 use cases:
- Tag users who open or click on links related to your course.
- Tag people who click to register for a webinar (but maybe didn’t finish).
- Tag contacts who never open anything so you can clean up your list.
Basically: If someone does something → you can tag them for it. That means smarter follow-up, better targeting, and a whole lot less guesswork.
Key Benefits of Automated Tagging
Let me break it down — here’s why this matters:
✅ Personalization on autopilot
You don’t have to guess what people want. Let their actions tell you, and follow up accordingly.
✅ Automation = Time Saved
Once set up, it just runs in the background. No spreadsheets, no manual tagging.
✅ Laser-Focused Segmentation
Group people based on behavior like “Clicked Free Trial” or “Opened Welcome Email” — and tailor your campaigns accordingly.
➡️ Bottom line: Better tags = better targeting = better results.
A Few Limitations (So You Don’t Get Caught Off Guard)
Let’s keep it real — it’s powerful, but not perfect.
⚠️ Tags apply only once per interaction
If someone clicks twice, they don’t get double-tagged.
⚠️ Trigger links (like unsubscribe) won’t tag
Which is probably for the best.
⚠️ You need tracking links turned on
If you want to tag based on clicks, make sure tracking is enabled in your email settings.
How to Set It Up (It’s Easy, I Promise)
Here’s the 5-step quickstart:
- Create your email campaign as usual.
- On the “Send or Schedule” screen, toggle ON “Add Tags.”
- Click “Add Conditions” and set up your rules.
- Choose what triggers the tag (like link click) and assign your tag.
- After sending, go to Campaign Stats > Tags to see the results.
🧠 Pro tip: Name your tags clearly — e.g., Clicked_Webinar_Link — so future-you isn’t confused.
What’s Coming Next?
Soon, you’ll be able to add tags straight from the campaign stats page, which will make cleanup and follow-ups even smoother.
Cool Free Thing
Before you can help businesses with your service, you need to build trust. Fastest way to do that? ⭐️ Testimonials.
And because I’m all about shortcuts that actually work…
I’m giving you our Testimonial Workflow — a plug-and-play process my team uses to collect, organize, and showcase testimonials without the back-and-forth.
It’s gold. Take it, use it, get more trust — faster.
Ready to Go Deeper?
If you’re serious about using HighLevel to actually grow your business (instead of just learning another platform), I’ve got resources, templates, and tools that make it way easier.👉 Check out hlprotools.com — it’s where all the good stuff lives.
