How to Add Tags & Organize Your Contacts Efficiently

Tags in BIGContacts help you categorize and filter contacts quickly. Whether you want to group leads, clients, or specific industries, tags make tracking and managing your contact list easy. You can add tags individually or in bulk using a spreadsheet, ensuring your database remains structured and easy to navigate.

Why Tags Matter

Faster Contact Filtering – Quickly find and segment contacts based on specific categories.
Better Campaign Targeting – Easily create lists for email campaigns, follow-ups, or personalized outreach.
Seamless Data Management – Keep your CRM clean and organized without duplicating effort.

Use Case: Keeping Track of VIP Clients

A sales manager wants to track high-value customers separately from general leads. By adding a "VIP Client" tag to premium customers, they can easily filter them for exclusive promotions and personalized engagement, ensuring these clients receive priority attention.

How to Add Tags in BIGContacts

To add tags to your contacts, click "Admin" in the left menu, then select "Customize Account."

Select "Custom Fields"

Scroll down to the "Tags" section and click "Add Tag."

A pop-up window will appear. Enter a name for your tag, then click "Create."

After creating your new tag, click "Contacts" in the left menu bar. Select the specific contact to whom you want to add the tag.

Click the "More" button and select "Edit Contact."

On your next screen, click "Custom Fields" in the top-right corner.
Locate "Tags" and click the arrow icon to expand the options. Select the tags you want to assign to the particular contact.
After selecting the desired tags, click "Update."

Your contact will now have the selected tags added to it.

Adding Tags via a Spreadsheet (Bulk Import)

Prepare a CSV file with a column for tags.
Separate multiple tags using commas (e.g., "Lead, Newsletter, Priority").
Import the file through the Import Contacts section.
When prompted, select Merge to add new tags without deleting existing ones.

Important: If a contact already has tags, ensure those are also included in the spreadsheet. Otherwise, the system will replace the old tags with only the new ones provided in the import.

What’s Next?

Now that your contacts are tagged, you can:

Filter and create contact lists for targeted campaigns.
Assign priority contacts for better relationship management.
Easily track different customer segments.

Need assistance? Reach out to our support team for help.

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