Filter contacts by Purchase/Product/LTV, etc.
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I was about to create a list of people who bought my SaaS products, but... I couldn't. Talking about existing customers, not new/future ones.
There are no filters related to purchases or money spend!?!
How am I supposed to organize my lists?
Create a new workflow to tag people who bought SaaS product > select all contacts to go through that workflow?
And I have to create a workflow for every SaaS or other product, or money spend?
I would end up creating tens of workflows.
(UPDATE: just checked, this is not possible, also)
The real solution is to export all orders/transactions, then edit the exported file, so I can import it with the tags I want.
Please, expand the filters to include more of the workflow triggers and actions, for quick filtering, when we need it.
The workflows idea for upvote: https://ideas.gohighlevel.com/automations/p/workflow-purchase-if-else-rule-or-actions-greyed-out-if-trigger-is-not-payment-o
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Even the AI support bot was confused:
Hey there! I’m HighLevel’s AI Support Assistant
🧑: Can I tag the existing customers, not only the new ones?
Here’s a step-by-step guide to tagging existing customers in bulk within HighLevel:
Go to the Contacts tab in your HighLevel dashboard.
Filter your contacts to display only those who have purchased your SaaS product. You can use Smart Lists and advanced filters for this step. Learn more about Smart List filters here.
Select the contacts you want to tag by checking the boxes next to their names.
Click the “Add Tag” icon in the action bar at the top.
In the pop-up, enter the tag(s) you want to apply (e.g., "SaaS Buyer"). You can add multiple tags at once—these will be appended to any existing tags and won’t overwrite them.
Click “Add Tags” to apply the tag(s) to all selected contacts.
To check the status of your bulk action, go to the Bulk Actions tab and click “Show Stats” next to the relevant action.
Full step-by-step guide:
Adding Contact Tags to Multiple Contacts
FAQ:
You can apply multiple tags at once.
Bulk tagging does not remove existing tags.
Use tags to trigger automations or workflows.
Let me know if you’d like screenshots or have a specific scenario in mind!
🧑: I can't filter my contacts to display only those who have purchased my SaaS product. I can't see such filter.
It looks like HighLevel’s default filters may not include a direct option to filter contacts by SaaS product purchase. Instead, you can use Smart Lists and advanced filters to segment contacts based on available fields like tags, contact type, or custom fields associated with purchases.
Here’s what you can try:
Go to Contacts > Smart Lists and click on More Filters.
Look for filters such as Tags, Contact Type, or any custom field you use to track purchases.
If you tag contacts when they purchase (e.g., with a "SaaS Buyer" tag), filter by that tag to display all buyers.
If you use a custom field to record purchases, filter by that field’s value.
Helpful resources:
How to Use AND/OR Filters in Smart Lists
Bulk Actions for Contacts & Smart Lists
How to Export Contacts to a CSV
If your SaaS product purchases are not tracked by a tag or custom field, you may need to update your workflow to add such identifiers for future filtering.
Let me know if you need guidance on setting up tags or custom fields for this purpose!