Easily streamline your HighLevel email campaign setup by creating new tags directly from the Send or Schedule page. This feature saves time, eliminates the need for pre-creating tags, and enhances automation flexibility for your marketing workflows.
TABLE OF CONTENTS
- What is the Add Tags in the Send or Schedule Page Feature?
- Key Benefits of Adding Tags on the Send or Schedule Page
- How To Add Tags in the Send or Schedule Page
- Frequently Asked Questions
- Related Articles
What is the Add Tags in the Send or Schedule Page Feature?
The Create New Tags in the Send or Schedule Page feature allows users to generate new contact tags on-the-fly while scheduling or sending email campaigns in HighLevel. Tags are used to segment contacts, trigger automations, and organize campaign recipients. Previously, tags had to be created in advance from the Contacts or Tags section, but now you can add them instantly during campaign setup, making the process faster and more intuitive.
Key Benefits of Adding Tags on the Send or Schedule Page
Unlock greater efficiency and flexibility in your email marketing by using this feature:
- Instantly create and apply new tags without leaving the campaign workflow.
- Eliminate the need to pre-plan or pre-create tags in the Contacts section.
- Streamline automation setup by tagging contacts as you schedule or send emails.
- Reduce context switching and save time during campaign creation.
- Improve campaign organization and segmentation with real-time tag management.
How To Add Tags in the Send or Schedule Page
Setting up and using this feature is simple and ensures your campaigns are organized and automated efficiently. Follow these steps to create and apply new tags during the email campaign scheduling process:
Step 1: Navigate to Email Marketing
Under Email Campaigns, start a new email campaign or open an existing one you wish to edit.
Step 2: Proceed to the Send or Schedule
Once you have finalized your email campaign, click on Send or Schedule to find the Add Tags option
Step 3: Enable the Automate option to Add Tags
Click on Add Tags and toggle it to enable tag assignment. This allows you to add tags depending on the contact’s interaction with the campaign
IMPORTANT: If you wish to add a new tag which is not created previously in the CRM, just type in the New Tag Name. For example: I wish to add a tag called as "Adit_test", which is a new tag, hence I would be simply typing in "Adit_test" to add this new tag.
Step 4: View Tags in Stats
After sending, go to the "Campaign Stats" page and click "Tags" to see your tag summary.
Frequently Asked Questions
Q: Can I create multiple tags at once from the Send or Schedule page?
Tags must be created one at a time by typing each new tag and clicking Add.
Q: Are new tags created here available for use in automations and workflows?
Yes, any tag created from the Send or Schedule page is immediately available throughout your HighLevel account.
Q: Can I edit or delete a tag after creating it on the Send or Schedule page?
Yes, you can manage all tags from the main Tags section in your account.
Q: Will creating a new tag here affect existing contacts or automations?
No, new tags only apply to the campaign and contacts you assign them to; they will not retroactively affect existing automations.
Q: Is this feature available for all user roles?
Access depends on your user permissions. Most marketing and admin roles can use this feature.
Q: Can I use this feature for SMS or other campaign types?
Currently, this enhancement is specific to email campaigns.
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