Overview
This Scalendo Support article explains how to apply tags to multiple contacts simultaneously using the bulk "Add Tags" feature for efficient contact organization and CRM workflow management.
Main Sections
What is Adding Tags to Multiple Contacts
"Adding tags in bulk allows you to label and organize large sets of contacts efficiently." Tags categorize contacts based on shared characteristics, behaviors, or customer journey stages.
Key Benefits
- Time savings through single-action tagging
- Enhanced segmentation for targeted communications
- Workflow triggering based on tag conditions
- Campaign membership tracking
- Organized contact record maintenance
- Improved reporting through grouped contacts
Step-by-Step Setup Process
- Navigate to Contacts Tab - Access the Contacts section from the dashboard's left navigation menu
- Select Multiple Contacts - Use checkboxes to select desired contacts for tagging
- Click Add Tag Icon - Activate the tag action from the top action bar
- Configure Tags - Enter an action name and select one or multiple tags from the dropdown menu
- Apply Tags - Click "Add Tags" button to start the operation
- Monitor Progress - A confirmation popup appears; click "Check Progress" to track real-time status in the Bulk Actions tab
- Review Results - Access Bulk Actions to view completion status and click "Show Stats" for detailed results