Back to Browse

GoHighLevel Segmentation Tutorial: Tags + Custom Fields (No Messy Lists)

209 views
Apr 7, 2026
10:44

➡️ Get an exclusive 30-day free trial to GoHighLevel when you sign up using this link: https://www.gohighlevel.com/ghlmastery ^You'll also get our free pre-built snapshot with hundreds of templates and automations, free live coaching sessions, private community access, & more (worth $15,000!)   ➡️ Already a HighLevel user? Upgrade with our link to claim all our GHL bonuses: https://www.gohighlevel.com/297upgrade?affiliate_upgrade_credit_to_$297=startupwise   In this video, I’ll go over how to use tags and custom fields inside GoHighLevel to keep your CRM clean and organized without messy lists. You’ll learn how segmentation works, how to group contacts, and how to send the right message to the right audience. We’ll break down tags, custom fields, smart lists, and dynamic segments in a simple step by step way. This is perfect if your contact database feels cluttered or your email marketing and SMS campaigns are not targeted. Be sure to watch this video all the way as I cover how to use tags for automation triggers, custom fields for long term data, and smart lists for dynamic segmentation. You’ll see how to build segments using filters, AND OR logic, contact behavior, and lead data. I’ll also show how to improve personalization, automate workflows, and clean up your CRM system. These strategies help improve email marketing results, increase conversions, and make your marketing automation much more efficient. GoHighLevel segmentation using tags, custom fields, smart lists, and dynamic segments helps you organize contacts, improve targeting, and automate campaigns without messy lists. This approach makes your CRM easier to manage while improving email marketing, SMS marketing, lead nurturing, pipeline tracking, and customer communication. Using better segmentation strategies, contact management, and automation workflows helps you send relevant messages, boost engagement, and grow your business faster.   If you want to see more comparisons, reviews and tutorials, check out our other videos:   How to Use GoHighLevel CRM Like a Pro (Contacts, Pipelines, Tags & Automations) https://youtu.be/tLkffPTMhKE How to Use Pipelines in GoHighLevel (CRM Setup Tutorial) https://youtu.be/TrhZK3Fnklk   Subscribe to our channel for more GoHighLevel tips, tutorials, walkthroughs, and how-tos. Our channel is dedicated to helping you use GoHighLevel for CRM setup, automation, funnels, websites, and client management easily.   Thank you for watching and have a great day!   – Eric   #GoHighLevel #MarketingAutomation #CRM   Timeline: 0:00 - Introduction 0:59 - Understanding Tags 2:38 - Working with Custom Fields 4:39 - Dynamic Segmentation without Messy Lists 7:36 - Combining Tags and Custom Fields 8:09 - Example Workflow: Targeted Upsell Campaign 9:05 - Best Practices for Maintaining Clean Data 9:38 - Conclusion   Disclaimer: Some of the links above may be affiliate links, which means that if you click on them we may receive a small commission. The commission is paid by the retailers, at no cost to you, and this helps to support our channel and keep our videos free. Thank you! All info from our videos are compiled from online sources and our own experience, and we encourage you to do your own due diligence. We appreciate your viewership!

Download

0 formats

No download links available.

GoHighLevel Segmentation Tutorial: Tags + Custom Fields (No Messy Lists) | NatokHD