How to Bulk Add Contact Tags in Metanow CRM
This article explains how to apply tags to multiple contacts simultaneously using the 'Add Tags' feature. Bulk tagging can save you significant time, whether you're organizing leads by their lifecycle stage, segmenting users for specific campaigns, or flagging contacts for automation. We will guide you through what tags are, their importance, and how to apply them in a few simple steps.
Understanding Bulk Tagging
Adding tags in bulk enables you to efficiently label and organize large groups of contacts. Tags are useful for categorizing contacts based on shared characteristics, behaviors, or their stage in the customer journey. This functionality is crucial for segmenting your audience, initiating automations, and managing CRM workflows effectively.
Key Benefits of Bulk Tagging
Bulk tagging is a powerful CRM function that streamlines segmentation, personalization, and automation. Key advantages include:
- Save time by tagging multiple contacts in one action
- Improve segmentation for more targeted communications
- Trigger workflows based on tag-based conditions
- Track campaign membership or progress with ease
- Maintain clean and organized contact records
- Enhance reporting and analytics by grouping relevant contacts
How to Add Contact Tags in Bulk
This section provides a step-by-step guide on applying tags to multiple contacts from the Contacts page.
Navigate to the Contacts Tab
From your dashboard, click on the Contacts tab in the left-hand navigation menu.
Select Multiple Contacts
Use the checkboxes on the left side to select the contacts you want to tag. You can select as many records as needed.
Click the Add Tag Icon
Once contacts are selected, click the Add Tag icon from the action bar at the top of the screen.
Add Action Name and Tags
In the “Add Tags” pop-up window, Give your action a name under Action Name field. Next, Click the dropdown from the Tags field and select one or more tags from the list.
Click 'Add Tags' to Apply
Once the tags are selected, click the Add Tags button to begin the operation. A confirmation message will appear.
Track Progress
This confirmation popup appears right after clicking “Add Tags”. It informs you that the tag assignment is now in progress for the selected contacts. To monitor the operation, you can click the “Check Progress” button, which will redirect you to the Bulk Actions tab where you can track the success or failure of the task in real time.
Track the Bulk Action Status
The highlighted area shows your bulk tag action has been completed successfully. You’ll see the action name, who performed it, when it was created, and a “Show Stats” link to review the results. This helps you confirm everything was applied as expected.
Frequently Asked Questions
Can I apply multiple tags at once to a contact?
Yes, you can select and apply multiple tags simultaneously in a single bulk action. Simply add all desired tags in the Tags field before submitting the action.
Will this overwrite existing tags on the contact?
No, adding tags in bulk will only append the selected tags to the contact’s existing tag list. It will not remove any pre-existing tags.
Can I use tags to trigger automations?
Absolutely. Tags are commonly used as workflow triggers within Metanow CRM automations, allowing you to launch sequences when a tag is applied or removed.
How do I undo or remove tags applied in bulk?
To remove tags from contacts, use the 'Remove Tag' bulk action. This allows you to either remove specific tags or clear all tags from the selected contacts.
Can I see which contacts were successfully tagged?
Yes. Go to the Bulk Actions tab and click on “Show Stats” beside the relevant action. This view shows the success status, contact identifiers, and timestamps for each tagged record.
