Create New Email Tags in GoHighLevel

When you manage detailed client data in tools like ClickUp and want that data to flow into your emails, the GoHighLevel email builder makes it easy with custom tags. This guide explains exactly how to create new tags from the Send or Schedule page so you can personalize every campaign using your own custom fields.

Using tags in GoHighLevel lets you insert dynamic values (like first name, company, appointment date, and more) directly into your email content and subject lines. You can even pull data from custom fields defined at the contact, opportunity, or custom object level.

What Are Email Tags in GoHighLevel?

Email tags in GoHighLevel are placeholders that automatically pull live data from your CRM records into your emails at send time. Instead of typing a static value, you insert a tag and GoHighLevel replaces it with the correct value for each recipient.

Typical use cases include:

• Personalizing greetings with the contact’s first name
• Referencing a specific pipeline opportunity
• Showing details from a custom object record
• Referencing appointment dates, services, or other custom fields

The key benefit is that you can manage data once in the CRM and reuse it across every automation, campaign, and workflow inside GoHighLevel.

Accessing the Send or Schedule Page in GoHighLevel

To create new email tags, you first need to open the Send or Schedule page in the email builder. In GoHighLevel, this page appears near the end of the email setup process when you are preparing to send a campaign or schedule a one-time or recurring email.

At this stage, you will see typical sending options such as:

• Sender name and email
• Subject line and preview text
• Send time and schedule controls
• Recipient lists or segments

From this same page, you can also open the tag interface to insert or create new tags linked to your CRM data.

How to Open the Email Tag Menu in GoHighLevel

Within the Send or Schedule screen in GoHighLevel, you can open the tag menu from fields that support personalization. These usually include:

• The email subject line
• The preview text field
• Supported areas inside the email body

Look for a tag or personalization icon next to the field. When you click this icon, GoHighLevel displays a dropdown or modal with available tags based on your CRM data structure.

Supported Data Sources for GoHighLevel Email Tags

The tag menu in GoHighLevel will typically show options grouped by data source, such as:

• Contact fields – name, email, phone, address, and custom contact fields
• Opportunity fields – pipeline data, stage, value, or related custom fields
• Custom object fields – any additional entities you have created to model your data

This organization makes it easy to locate the right value and ensure each tag maps to the correct part of a record.

Create New Email Tags from Custom Fields in GoHighLevel

If you use custom fields inside GoHighLevel, you can build new email tags that reference those fields directly. This allows deeper personalization than the standard system fields.

Step-by-Step: Create a New Tag from a Custom Field

1. Open the email builder and proceed until you reach the Send or Schedule page in GoHighLevel.

2. Click into a supported field (for example, the subject line) and open the tag icon or personalization dropdown.

3. Choose the data source that contains your custom field, such as Contact, Opportunity, or a specific custom object.

4. Locate your custom field in the list of available properties. Custom fields are usually labeled clearly and grouped with other fields of the same record type.

5. Insert the tag by selecting the desired field. GoHighLevel will insert a tag placeholder into your email, such as a bracketed variable or system-defined token.

6. Save your changes and confirm that the tag appears in the field exactly where you want the personalized data to show.

Once inserted, that tag will automatically pull the correct value from each recipient’s record when the email is sent.

Using GoHighLevel Tags Across Different Record Types

When creating tags in GoHighLevel, consider which record the email is associated with. For example:

• If an email is triggered by a pipeline event, opportunity-level tags will be available.
• If it is triggered directly from a contact workflow, contact fields will be the primary data source.
• If your automation is tied to a custom object, tags for that custom entity will appear in the menu.

Always verify that the automation context matches the tags you choose so that data merges correctly.

Best Practices for Personalized Tags in GoHighLevel

To get clean and reliable personalization, follow these best practices when working with tags in GoHighLevel:

• Keep field names clear so you can recognize the correct custom field when building tags.
• Use fallback copy if GoHighLevel supports default values for empty fields, ensuring that your emails still read naturally when data is missing.
• Test with sample records before sending to your full list to confirm that each tag resolves correctly.
• Avoid over-personalization that may feel intrusive; focus on data that enhances clarity and relevance.

Structured personalization helps you build trust with subscribers and improves engagement metrics across your campaigns.

Preview and Test Your GoHighLevel Email Tags

Before you finalize your send or schedule settings, use the preview and test tools built into GoHighLevel.

How to Verify Tags Before Sending

1. Open the email preview from the Send or Schedule page and select a test contact or sample record.

2. Check each personalized area in the subject, preview text, and body to ensure the values match the test record.

3. Send a test email to your own inbox and confirm the email renders properly in a real client with all tags resolved.

4. Adjust any incorrect tags by returning to the Send or Schedule page, opening the tag menu again, and selecting the correct field.

Repeating this process for a few different test records gives you confidence that the automation will behave correctly for your entire audience.

Troubleshooting GoHighLevel Email Tags

If a tag does not display the expected value when using GoHighLevel, review the following:

• Confirm the tag is mapped to the correct field.
• Check that the field contains data for the specific contact or opportunity.
• Verify that the automation is triggered in the right context (contact vs. opportunity vs. custom object).
• Ensure you did not change or delete the underlying custom field after inserting the tag.

If the issue persists, compare your configuration with the official GoHighLevel documentation for the email builder.

More Help with GoHighLevel Email Builder

For the full, official reference on creating new tags in the Send or Schedule page, review the original GoHighLevel support article here: Email Builder: Create new tags in the Send or Schedule page.

If you want strategy help on how to combine CRM personalization with funnels, automations, or additional tools, you can learn more at Consultevo, which covers advanced implementation approaches that complement your GoHighLevel setup.

By following the steps in this guide, you can confidently create and manage new email tags in GoHighLevel, turning your stored CRM data into powerful, dynamic content that improves engagement and conversion rates across all of your campaigns.

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