Tagging contacts

Add tags to one contact or to multiple contacts at once.

1 min readUpdated 1 year ago

Adding tags to contacts

You can add a tag to a single contact or to multiple contacts at once.

Tagging a single contact

To add tag(s) to a single contact, go to ‘Contacts’ and select the contact you want to tag. Click Add -> in the Tags section.

In the popup menu, you can search and add multiple existing tags or create new tags on the fly**.**

Tagging multiple contacts

To add one or multiple tags to a group of contacts. You can select all the contacts individually or select all using the upper сheckbox. Only then the Action button will be displayed.

In the Action drop-down, Click -> Add tags. Then, in the popup menu, you can search and add multiple existing tags or create new tags on the fly**.**

Removing a tag from a contact

To remove a tag, select a contact or multiple contacts, and go to Actions -> Remove tags.

NOTE: (Once you remove a tag(s) from a contact(s), the contact(s) will be removed from all segments using that tag(s) as a filtering condition.

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