Business tags in SmartDirectoryAI help you organize, filter, and segment listings across your directory.

There are two ways to add tags:

1. Manually, one listing at a time

2. In bulk using a CSV import

Let’s walk through both.

Option 1: Add Tags Manually

Step 1: Create Tags

Before you can assign any tags, you’ll need to create them:

1. Go to your SmartDirectoryAI app dashboard

2. Navigate to: Businesses > Business Tags

3. Click Add New Tag to create any tags you want

Step 2: Assign Tags to a Business

Once your tags are set up:

1. Navigate to the Contacts tab of your HighLevel app

2. Find and click the business listing you want to tag

3. Scroll down to the Business Tags section of the contact profile

4. Start typing to find the tag(s) you want to apply, and select them from the dropdown menu

Option 2: Add Tags in Bulk via CSV Import

If you're working with a large number of tags or listings, bulk importing is a faster way to go.

Bulk Import Tags:

1. Go to Businesses > Business Tags

2. Click the Upload CSV button

3. Upload a CSV file with all your tags (download sample file here)

Note: If you’re moving from an Agency Growth Machine site, you can export your tag list from there. Go to Listings > CSV Category Export, and it will export a CSV, ready for importing to SmartDirectoryAI.

Bulk Assign Tags to Listings:

1. During the bulk import process, map the "Business Tags" column to the "Business Tags" field in HighLevel

2. That's it! Now each listing imported will have the appropriate tag(s) from your CSV file