Tip of the Week #81: How to Create Dynamic Tags in Your Automations (Workflows)

In this week’s Tip of the Week, we’re walking through how to create dynamic tags inside your Gym Lead Machine workflows.

Dynamic tags are incredibly helpful when you run recurring events like monthly challenges or annual events


Instead of manually updating tags every time you run the event, you can set them up to update automatically using custom values.

Why Use Dynamic Tags?

If you run the same challenge every month or every year, you don’t want to:

  • Edit the form every time
  • Update your workflow trigger
  • Manually create new tags for each round

Dynamic tags solve this by automatically updating things like:

  • Year (2026 → 2027)
  • Month (March → April)
  • Assigned coach
  • Calendar booked

Step 1: Create a New Workflow

  1. Go to Workflows inside Gym Lead Machine
  2. Click Create Workflow from Scratch
  3. Choose your trigger (for example: Form Submitted)

For this example, let’s say you’re running a 21-Day Running Challenge that happens once per year.

Step 2: Add the “Add Contact Tag” Action

After your trigger:

  1. Click + Add Action
  2. Select Add Contact Tag

By default, you’ll see the standard tag dropdown where you select an existing tag.

Instead of choosing a static tag, we’re going to switch to Dynamic Mode.

Step 3: Switch to Dynamic Tag Mode

Inside the tag field:

  1. Change from Standard to Dynamic
  2. Start building your tag using custom values

For example:

{{right_now.year}} Running Challenge

Now your tag will automatically update based on the current year.

So:

  • In 2026 → Tag becomes: 2026 Running Challenge
  • In 2027 → Tag becomes: 2027 Running Challenge

No edits needed next year. ✅

Creating Monthly Dynamic Tags

If you run something every month and want both the month and year included, you can combine custom values.

Example:

{{right_now.month_name}} {{right_now.year}} Running Challenge

Now your tags will look like:

  • March 2026 Running Challenge
  • April 2026 Running Challenge

Perfect for tracking each round of a recurring program.

Tagging Based on Assigned Coach

Another powerful use case: tagging contacts by the assigned user (coach).

Switch to dynamic mode and insert:

  • Assigned User First Name

Example output:

John - Challenge Lead

This is great for:

  • Coach-based tracking
  • Performance reporting
  • Internal organization

Tagging Based on Calendar Booked

If multiple calendars trigger the same workflow (for example: Free Intro, Nutrition Consult, Personal Training Strategy Call), you can dynamically tag based on the calendar name.

Use the custom value:

  • Calendar Name

Example tag:

{{calendar.name}} Booked

Now you’ll always know exactly which appointment type the lead scheduled — without building separate workflows.

When Should You Use Dynamic Tags?

Dynamic tags are ideal when:

  • You run recurring challenges
  • You host seasonal promotions
  • You use multiple calendars in one workflow
  • You assign leads to different coaches
  • You want cleaner reporting without constant manual updates

Final Thoughts

Dynamic tags help you:

  • Save time
  • Avoid manual edits
  • Keep automations clean
  • Improve tracking and reporting

If you're running recurring programs inside Gym Lead Machine, this is a simple upgrade that keeps your workflows running smoothly year after year.