Add tags to multiple contacts
To add tags to multiple contacts at once, start in the Contacts menu, and then click on the Contact List tab.
From here:
- Use the tick boxes to make your selection, either by:
- Ticking individual contacts;
- Using filters to define a group of contacts;
- Holding down shift + click to select all contacts in a sequential order;
- Selecting all contacts from the current page;
- Selecting all contacts in your account.
- Once the contacts are selected, from the Bulk Actions options, choose Add tags (1).
- In the subsequent pop-up, start typing in your tag. Previously used tags that match your text will be suggested in a dropdown. Either:
- Select a suggested tag from the dropdown;
- OR type in a new tag and press Enter to add it.
- Click Add Tags
If a selected contact already has the tag, these tags will not be changed.
Remove tags from multiple contacts
To remove tags from multiple contacts at once, start in the Contacts menu, and then click on the Contact List tab.
From here:
- Use the tick boxes to make your selection, either by:
- Ticking individual contacts;
- Using filters to define a group of contacts;
- Holding down shift + click to select all contacts in a sequential order;
- Selecting all contacts from the current page;
- Selecting all contacts in your account.
- Once the contacts are selected, from the Bulk Actions options, choose Remove tags (1).
- In the subsequent pop-up, start typing in the tag you want to remove. Matching tags will be suggested in a dropdown. Click on the relevant tag to select it.
- Repeat this if you would like to remove multiple tags.
- Click Remove Tags
If a selected contact does not have the tag, this will not be changed.
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