Tip of the Week #3 - Cleanup your Tags

Every gym is different, so adjust this process to fit what works best for you. Keeping your tags free of conflicts will help you stay organized and ensure your marketing efforts hit the mark.

Steps to Clean Up Tags

Start by creating a new workflow in Gym Lead Machine and name it “Tag Audit.”

Save this workflow for future use. You can run it monthly or quarterly to ensure your tags are in order.

Building the Workflow

Action #1: If/Else

Create an if/else condition to check if any tags exist on a contact.
Name the branches: “No Tags” and “Has Tags.”
Set the condition of the "No Tags" Branch to check if the tags field is empty.

Action #2: Wait

Add a Wait action for a wait period to HOLD the contacts for a time period allowing you time to monitor the workflow in real time.

Action #3: Internal Notifications

Add an internal notification action for contacts with no tags.
Configure the notification to send an email to a specific user (e.g., yourself) with a subject line like “No Tags Detected for Contact.”
Include the contact’s email and phone number in the email body for easy identification.

Premium Action: Google Sheets 👑

Create a New Spreadsheet:

Open Google Sheets.
Create a new spreadsheet.
Label your columns (e.g., Name, Email, Phone) to match the fields you want to capture.

Integrate Google Sheets with GLM:

In GLM, navigate to the workflow where you want to add the Google Sheets action.
Add the Google Sheets action block.

Choose Your Google Account:

Click on the Google Sheets action block to configure it.
Select Choose your account.
If prompted, log in to your Google account and grant the necessary permissions.

Select Your Drive and Spreadsheet:

After selecting your account, choose Choose your Drive.
Navigate to and select the drive where your spreadsheet is located.
Choose Choose your spreadsheet and select the spreadsheet you created earlier.

Configure Worksheet and Columns:

Choose Choose your worksheet and select the appropriate sheet within your spreadsheet.
Define the starting and ending columns for the data:
- Starting Column: Set the column letter where your data begins (e.g., A).
- Ending Column: Set the column letter where your data ends (e.g., C).

Map Contact Details to Spreadsheet Fields:

Connect each GLM field to the corresponding spreadsheet column.
For example:
- Name → Column A
- Email → Column B
- Phone → Column C

Save and Test Your Configuration:

Save your workflow to apply the changes.
Run a test to ensure data from GLM is correctly populating your Google Sheets.

Example No Tags Exist Internal Email Notification

"Your workflow detected no tags for one of our contacts. Please review the details below:

Contact Information:

Name: {{contact.name}}

Email: {{contact.email}}

Phone: {{contact.phone}}

No Tags

Action Required: Please review the contact and take the necessary action to resolve no tags being present. "

Action #4: If/Else (under "has tags" branch created in previous steps)

Create another if/else condition to check for conflicting tags.
Name the branches: “Has Conflict” and “No Conflict.”
Define the conflicting tag scenarios (e.g., “Lead” and “Client” should not coexist on the same contact). See video to make sure you do this properly.

Action #5: Wait

Add a Wait action for a wait period to HOLD the contacts for a time period allowing you time to monitor the workflow in real time.

Action #6: Internal Notifications

Add a Wait action for a wait period to HOLD the contacts for a time period allowing you time to monitor the workflow in real time.
Add another internal notification action for contacts with conflicting tags.
Configure the notification to send an email to yourself with a subject line like “Conflicted Tags Detected for Contact.”