Understanding Tags in GLM

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Tags in Gym Lead Machine help track a contact’s progress through their lead or client journey. These tags are added based on actions taken by the contact or gym staff. Here are some common tags used in GLM:

  • website form, fitness lead, lead
  • fitness new client, client
  • long term client
  • alumni

Most tags reflect actions, but one tag triggers an automated action:

  • Lead Tags: Added when a contact completes a form and enters GLM.
  • Client Tags: Added when a contact is marked as "Won" in Opportunities.
  • Cancelled Client Tag: The 'fitness/nutrition cancelled client' tag prompts the system to recognize that the contact is no longer a member.

Managing Tags for Individual Contacts

To manage tags for a single contact:

  • Go to Contacts in your Gym Lead Machine account.
  • Search for and select the contact's name.
  • Scroll down to the Tags field in the left column.

  • Remove a tag by clicking the "x" next to it.
  • Add a tag by typing in the Tags field and selecting from the list.

Tag changes are saved automatically.

Managing Tags for a Group of Contacts

To add or remove tags from multiple contacts:

  • Go to Contacts in the left-hand menu.
  • Use the More Filters option to narrow your contact list or select a Smart List.

    • You can filter by criteria such as tag, opportunity stage, or pipeline.
  • Once filtered, select all contacts by clicking the checkbox next to "Name."
  • Click Select all ### contacts to ensure everyone is selected.
  • Use the Add Tag or Remove Tag buttons to update the selected contacts.

Managing Tags in Account Settings

To manage tags across your entire GLM account:

  • Go to Settings in Gym Lead Machine.
  • Scroll down and click on the Tags tab.

  • In the Tags section, you can:
    • Add Tags: Click + New Tag, enter a name, and click Create.
    • Edit Tags: Find the tag, click the three dots, and select Edit to change the name.
    • Delete Tags: Click the trash can icon to remove the tag.

  • Note: Editing or deleting a tag in Settings will update it for all contacts using that tag.