Overview
Tags help you organize leads and automate actions when sending contacts from AiXUP to your CRM. By tagging lists, you can trigger workflows, segment contacts, and manage campaigns more efficiently—especially in tools like GoHighLevel.
Step-by-Step: Adding Tags to a Saved List
Step 1: Go to Saved Lists
From your AiXUP dashboard, navigate to Saved Lists. This page shows all lists created in your account.
Step 2: Select the List
Find the list you want to tag. Click the gear icon next to that list.
Step 3: Open Tags & Source
From the menu, click Tags & Source.
Step 4: Add Tags
In the Tags field, type the tag name you want to apply (e.g., HVAC, Autopilot).
To add multiple tags, separate them with commas.
Step 5: (Optional) Add a Source
In the Source field, you may add where the lead came from (e.g., AiXUP, Leads Campaign).
This field is optional and can be left blank.
Step 6: Save
Click Save to apply the tags.
Step 7: Send to CRM
When contacts from this list are sent to your CRM, the tags will be included—allowing you to trigger automations, workflows, or pipelines.
Why Tags Are Important
Trigger CRM automations and workflows
Segment leads by campaign, industry, or intent
Keep outreach and follow-ups organized
Improve reporting and attribution