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63. Auto-Tagging - automatyczne tagowanie kontaktów ​

Poziom: Łatwy | Czas: 7 min

Auto-tagging to automatyczne dodawanie i usuwanie tagów w oparciu o zachowania i dane kontaktów. Zamiast ręcznego tagowania, GHL robi to za Ciebie.

Dlaczego Auto-Tagging? ​

MANUAL TAGGING (slow):
- Contact opens email 3x
→ You manually tag "engaged"
- 500 contacts, 2 hours of work 😫

AUTO-TAGGING (instant):
- Contact opens email 3x
→ Workflow auto-tags "engaged"
- 500 contacts, 0 seconds of work 🎉

Podstawowe Auto-Tag Workflows ​

1. Engagement Tags ​

Email engagement:

TRIGGER: Email opened 3+ times in last 7 days
ACTION: Add tag "highly-engaged"

USE:
- Send special offers to engaged contacts
- Prioritize for sales calls
- Different messaging (they know you)

Link click tagging:

TRIGGER: Link "pricing-page" clicked
ACTION: Add tag "interested-in-pricing"

TRIGGER: Link "case-studies" clicked
ACTION: Add tag "researching"

TRIGGER: Link "about-team" clicked
ACTION: Add tag "considering-trust"

SMS reply tagging:

TRIGGER: SMS reply received
IF: Reply contains "yes" OR "interested"
  ACTION: Add tag "sms-engaged"
IF: Reply contains "stop" OR "unsubscribe"
  ACTION: Add tag "opted-out-sms"

2. Behavioral Tags ​

Website activity:

TRIGGER: Visited "pricing" page 3+ times
ACTION: Add tag "high-intent"

TRIGGER: Spent > 5 min on site
ACTION: Add tag "highly-interested"

TRIGGER: Downloaded resource
ACTION: Add tag "lead-magnet-{{resourceName}}"

Form submissions:

TRIGGER: Form "Free Consultation" submitted
ACTION: Add tag "consultation-requested"

TRIGGER: Form "Demo Request" submitted  
ACTION: Add tag "demo-requested"
ACTION: Add tag "hot-lead"

Appointment actions:

TRIGGER: Appointment booked
ACTION: Add tag "appointment-booked"

TRIGGER: Appointment completed
ACTION: Remove tag "appointment-booked"
ACTION: Add tag "appointment-completed"

TRIGGER: Appointment no-show
ACTION: Add tag "no-show"
ACTION: Add tag "needs-follow-up"

3. Sales Stage Tags ​

Pipeline movement:

TRIGGER: Moved to pipeline stage "Qualified Lead"
ACTION: Add tag "qualified"
ACTION: Remove tag "new-lead"

TRIGGER: Moved to stage "Proposal Sent"
ACTION: Add tag "proposal-sent"
ACTION: Add task "Follow up in 3 days"

TRIGGER: Moved to stage "Closed Won"
ACTION: Add tag "customer"
ACTION: Remove tags: "lead", "prospect" qualified"

Deal value tags:

TRIGGER: Opportunity value > $5,000
ACTION: Add tag "high-value-deal"
ACTION: Assign to senior closer

TRIGGER: Opportunity value < $1,000
ACTION: Add tag "small-deal"
ACTION: Assign to junior rep (learning opportunity)

4. Time-Based Tags ​

Inactivity tagging:

Run daily:

TRIGGER: Last activity > 30 days ago
ACTION: Add tag "inactive-30d"
ACTION: Add to re-engagement workflow

TRIGGER: Last activity > 60 days ago
ACTION: Add tag "inactive-60d"
ACTION: Escalate to manager

TRIGGER: Last activity > 90 days ago
ACTION: Add tag "churned"
ACTION: Remove from active campaigns

Lifecycle stage by age:

TRIGGER: Contact created 0-7 days ago
ACTION: Add tag "new-contact"

TRIGGER: Contact created 8-30 days ago
ACTION: Remove tag "new-contact"
ACTION: Add tag "active-lead"

TRIGGER: Contact created 31-90 days ago
ACTION: Add tag "nurturing"

TRIGGER: Contact created > 90 days ago AND no purchase
ACTION: Add tag "long-term-lead"

5. Data-Based Tags ​

Custom field tagging:

TRIGGER: Field "Budget" > $10,000
ACTION: Add tag "high-budget"
ACTION: Add tag "target-customer"

TRIGGER: Field "Company Size" > 50
ACTION: Add tag "enterprise"

TRIGGER: Field "Job Title" contains "CEO", "Founder", "Owner"
ACTION: Add tag "decision-maker"

Email domain tagging:

TRIGGER: Email contains "@gmail.com" OR "@yahoo.com"
ACTION: Add tag "personal-email"

TRIGGER: Email does NOT contain free email domains
ACTION: Add tag "business-email"
ACTION: Add tag "likely-corporate"

Geography tags:

TRIGGER: Field "City" = "Warsaw"
ACTION: Add tag "warsaw"
ACTION: Add tag "metro-area"

TRIGGER: Field "Country" = "Poland"
ACTION: Add tag "poland"
ACTION: Add tag "eu-customer"

Lead Scoring with Tags ​

Auto-score workflow: ​

Workflow: "Lead Scoring Engine"

START with score = 0

IF: Email opened
  → Add tag "email-engaged"
  → {{leadScore}} + 5

IF: Link clicked
  → Add tag "clicked-content"
  → {{leadScore}} + 10

IF: Form submitted
  → Add tag "form-submitted"
  → {{leadScore}} + 20

IF: Appointment booked
  → Add tag "appointment-set"
  → {{leadScore}} + 30

IF: Pricing page visited 2+ times
  → Add tag "high-intent"
  → {{leadScore}} + 25

THEN:

IF: {{leadScore}} > 70
  → Add tag "hot-lead"
  → Notify sales immediately

IF: {{leadScore}} 40-70
  → Add tag "warm-lead"
  → Add to accelerated nurture

IF: {{leadScore}} < 40
  → Add tag "cold-lead"
  → Add to long-term education

Auto-Tag Hygiene (cleanup) ​

Remove outdated tags: ​

TRIGGER: Tag "new-contact" added
WAIT: 7 days
ACTION: Remove tag "new-contact"

TRIGGER: Tag "promotion-feb-2026" added
WAIT: Until March 1, 2026
ACTION: Remove tag "promotion-feb-2026"
(Cleanup old campaign tags)

TRIGGER: Tag "inactive-30d" added
IF: Last activity < 30 days ago (became active again!)
ACTION: Remove tag "inactive-30d"

Mutually exclusive tags: ​

TRIGGER: Tag "customer" added
ACTION:
- Remove tag "lead"
- Remove tag "prospect"
- Remove tag "trial-user"
- Remove tag "cold"
- Remove tag "warm"
(Can't be both customer AND lead!)

Real-World Example: Engagement Tiers ​

Workflow: "Engagement Tier Auto-Tagger"

Runs daily for all contacts:

TIER 1: Highly Engaged
IF: (Email opens > 5 in last 30 days)
    OR (Visited site 3+ times in last 14 days)
    OR (Replied to SMS in last 7 days)
THEN:
  - Add tag "tier-1-engaged"
  - Remove tags: "tier-2", "tier-3"
  - Send to VIP campaign

TIER 2: Moderately Engaged  
IF: (Email opens 2-5 in last 30 days)
    OR (Visited site 1-2 times in last 30 days)
    OR (Opened 1 email in last 14 days)
THEN:
  - Add tag "tier-2-moderate"
  - Remove tags: "tier-1", "tier-3"
  - Send to standard campaign

TIER 3: Low/No Engagement
IF: (No email opens in last 30 days)
    AND (No site visits in last 30 days)
    AND (No SMS replies ever)
THEN:
  - Add tag "tier-3-inactive"
  - Remove tags: "tier-1", "tier-2"
  - Send to re-engagement campaign

Tag Organization Best Practices ​

Naming conventions: ​

✅ GOOD STRUCTURE:
- source-facebook
- source-google
- source-referral

- stage-lead
- stage-customer  
- stage-churned

- engagement-high
- engagement-medium
- engagement-low

- campaign-feb2026-flash
- campaign-webinar-march

❌ BAD (inconsistent):
- Facebook
- GoogleLead
- referral_customer
- high_engaged
- Feb Flash Sale

Tag categories: ​

SOURCE TAGS:
- source-organic
- source-paid-ads
- source-referral

STAGE TAGS:
- stage-lead
- stage-trial
- stage-customer

ENGAGEMENT TAGS:
- engaged
- inactive-30d
- churned

CAMPAIGN TAGS:
- campaign-name-date

BEHAVIORAL TAGS:
- clicked-pricing
- watched-demo-video
- downloaded-guide

ATTRIBUTE TAGS:
- high-budget
- enterprise
- decision-maker
- metro-warsaw

Tag Analytics ​

Tag performance: ​

Tag: "hot-lead"

Contacts with tag: 87
Conversion rate: 34% (30/87 became customers)
Avg time to close: 8 days
Avg deal value: $3,200

INSIGHT: "hot-lead" tag = valuable!
→ Prioritize these contacts
→ Assign best sales reps

Tag cleanup report: ​

Tags with 0 contacts (delete):
- campaign-christmas-2024
- trial-dec
- webinar-old

Tags with > 1,000 contacts (too broad):
- interested (everyone is!)
- contact (meaningless)

→ Clean up monthly

Checklist ​

Auto-tagging best practices:

☑ Tags describe behavior/status (not vague)
☑ Consistent naming convention
☑ Auto-remove outdated tags
☑ Mutually exclusive tags handled
☑ Tags trigger relevant workflows
☑ Regular cleanup (monthly)
☑ Document tag meanings (team reference)

Następny krok: 64. Lead Nurturing - automatyczne wychowanie leadów