How to Assign Tags to Multiple Contacts

To efficiently assign tags to one or more contacts, start by selecting the contacts you wish to update. Once selected, navigate to the Bulk Actions panel and click the "Add Tag" option. This functionality allows you to swiftly apply tags, whether you're updating a single contact or an entire group, all with a single click.

Action Description

In the Action text box, enter a clear and descriptive name or phrase. This description will be visible in the tracking report and should concisely reflect the nature or purpose of the action, whether it's a brief term or a detailed expression.

Adding a Contact Tag

Click the tags field to open a drop-down menu of available tags. From this menu, choose the tags you wish to apply. Tags that have already been applied to the selected contacts will not appear in this list.

Finally, press the “Add Tags” button to initiate the bulk action. You can track its progress under the Bulk Actions tab.