Create Customer Lists and Custom Audiences in GoHighLevel
When you manage multiple tools like ClickUp and GoHighLevel, having clear steps to build accurate customer lists becomes essential. In this guide, you will learn how to create customer lists and custom audiences in GoHighLevel so you can power precise segment-based campaigns, sync contacts, and improve your ad targeting.
This article walks through the customer list feature in GoHighLevel step by step, following the current interface and options available in the platform.
What Is a Customer List in GoHighLevel?
A customer list in GoHighLevel is a saved collection of contacts based on filters, tags, or imported data. You can use these lists to create targeted audiences for email, SMS, ads, and other marketing workflows.
Customer lists help you:
- Organize contacts into meaningful groups.
- Prepare data for custom audiences on advertising platforms.
- Run highly targeted campaigns from GoHighLevel.
- Keep your marketing lists synchronized and updated.
The customer list tools in GoHighLevel provide flexibility for list creation, updates, and exporting data when needed.
How to Access Customer Lists in GoHighLevel
Before you create a new customer list, you need to access the proper area in your GoHighLevel account.
- Log in to your GoHighLevel account.
- From the left-hand navigation menu, go to the Contacts section.
- Locate the area where GoHighLevel allows you to work with saved lists or segments for your contacts. This is where you will manage customer lists and audiences.
Once you are in the contact management area, you can start building filtered lists based on your criteria.
Steps to Create a New Customer List in GoHighLevel
Creating a customer list in GoHighLevel involves defining filters and saving that configuration as a reusable audience.
Step 1: Define Your List Goal in GoHighLevel
Begin by deciding what type of contacts you want to include. For example, you might want:
- All active leads from the last 30 days.
- Customers who purchased a specific product or service.
- Contacts tagged from a particular campaign.
- Subscribers who opened or clicked emails recently.
Having a clear goal makes it easier to apply the right filters in GoHighLevel.
Step 2: Apply Filters to Contacts in GoHighLevel
Next, use the filter tools in the GoHighLevel contacts area.
- In the contacts list, click on the filtering options.
- Choose the criteria you need, such as:
- Tags: Include or exclude contacts with specific tags.
- Pipelines and stages: Filter by where a contact is in your sales pipeline.
- Statuses: Select leads, opportunities, customers, or other statuses available in GoHighLevel.
- Date fields: Filter by creation date, last activity, or other date-based fields.
- Custom fields: Use any custom properties you have set up.
As you adjust your filters, GoHighLevel will show you which contacts match, so you can confirm the list is accurate before saving it.
Step 3: Save the Filtered View as a Customer List
After applying the correct filters, convert that filtered view into a reusable customer list in GoHighLevel.
- Look for an option such as Save as List or similar in the filtered contacts view.
- Click this option to create your customer list.
- Give your list a clear, descriptive name, such as:
- “Recent Buyers – Last 60 Days – Facebook Ads”
- “Cold Leads – No Response – Re-engagement”
- “Webinar Registrants – Product Launch”
Once saved, your customer list becomes available in GoHighLevel for future campaigns and automation workflows.
Using GoHighLevel Customer Lists as Custom Audiences
After creating a customer list in GoHighLevel, you can use it as the basis for custom audiences on advertising platforms or other channels.
Why Use Customer Lists for Custom Audiences
Customer lists from GoHighLevel are valuable because they allow you to:
- Retarget previous visitors or leads with tailored ads.
- Exclude existing customers from prospecting campaigns.
- Create lookalike audiences based on high-value customers.
- Align email, SMS, and paid ads around the same segmented data.
By maintaining lists in GoHighLevel, you ensure that your ad audiences remain consistent with your CRM data.
Exporting Customer Lists from GoHighLevel
Depending on your setup, you may need to export customer lists from GoHighLevel to upload them into external platforms.
- Open the customer list you created.
- Look for an Export or similar option in the list interface.
- Choose the export format supported by your ad platform, usually CSV.
- Download the exported file to your computer.
After export, you can upload this file to your ad platform or external system following their instructions.
Managing and Updating Customer Lists in GoHighLevel
Customer behavior changes over time, so it is important to keep your GoHighLevel lists updated.
Refreshing Filters and Criteria
If your list is based on filters, GoHighLevel can dynamically include new contacts that match the criteria.
- Review your filters regularly to ensure they reflect your current strategy.
- Refine conditions if your campaigns or offers change.
- Remove outdated tags or statuses that are no longer useful.
Dynamic lists in GoHighLevel help you avoid manual list rebuilding for every campaign.
Renaming or Removing Lists
As your account grows, you may need to rename or remove customer lists.
- Go to the area where your saved lists are displayed in GoHighLevel.
- Select the list you want to modify.
- Use the available options to rename, archive, or delete the list as needed.
Cleaning up old or unused lists in GoHighLevel helps keep your account organized and easier to manage.
Best Practices for GoHighLevel Customer Lists
To get maximum value from customer lists and custom audiences in GoHighLevel, follow these best practices:
- Use consistent naming: Include campaign type, date range, and main filter in the list name.
- Document your filters: Keep notes on which tags, pipelines, or fields define high-intent segments.
- Test multiple segments: Create several GoHighLevel lists to compare performance across different audiences.
- Align with compliance: Ensure all exported lists and custom audiences comply with data and privacy regulations.
By applying these best practices, you can maintain a clean structure inside GoHighLevel and use accurate data for both automation and advertising.
Additional Resources for GoHighLevel Users
For more technical details directly from the platform, you can review the official guide on how to create customer list custom audiences here: GoHighLevel Help: Customer List Custom Audience.
If you need strategic support on implementing CRM structures, segmentation, or marketing workflows around GoHighLevel, you can explore consulting and optimization services at Consultevo.
By following the steps and practices in this guide, you will be able to create, manage, and use customer lists and custom audiences effectively inside GoHighLevel, improving targeting and campaign performance across your marketing stack.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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