How to Add Tags & Organize Your Contacts Efficiently

In this quick tutorial, you’ll learn how to add and customize Tags in BIGContacts. Tags help you label contacts so you can filter them easily, whether you’re tracking VIP clients, follow-ups, warm leads, or any other category. I use this all the time when I’m managing segmented outreach or prioritizing who needs attention first. It’s surprisingly simple, and once you set it up, it saves a lot of manual sorting.

Who This Is Useful for:

• Sales reps who want cleaner segmentation

• Marketing teams handling lead lists

• Support teams prioritizing customers

• Anyone who wants quick visual labels on contacts

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.
 

STEP 1: Start from the All Contacts page

BIGContacts opens with All Contacts by default.

This is where you'll see the list of your contacts and where the tagging workflow begins.

STEP 2: Open the contact menu and click Edit Contact

On the right side of the contact row, click the three-dot menu.
Select Edit Contact.

This opens the Update Contact window, which is essentially the editing screen where all the fields are located.
If Tags are already enabled on your form, they’ll show up here. If not, we’ll add them.

STEP 3: Click Customize Form inside the Update Contact window

At the bottom of the Update Contact page, you’ll see Customize Form.

This is where you control which fields appear when editing contacts.
If Tags aren’t visible yet, don’t worry, we’ll add them from here.

Pro Tip: You only need to do this once. After that, Tags appear for every contact automatically.

STEP 4: Use the Form Maker and click “+ Add Field”

Inside the Form Maker, you’ll see a list of all the fields currently on your form.

To add Tags, click + Add Field (either from the top or the left sidebar, both work).
This opens the window where BIGContacts keeps all “Ready to Use Fields.”

STEP 5: Select Tags from the field list and click Add

In the pop-up window, scroll to Tags and click it.
Then hit Add in the top-right corner.

This adds the Tags field to your form layout instantly; it’s already pre-made.

STEP 6: Add or customize your tag options

Once the Tags field appears in your Form Maker:

• Add new tag names (like “Follow Up”, “VIP”, “Potential Client”)

• Edit existing ones

• Remove any you don’t need

This is where you define the labels your team will use.

When done, click Save in the Form Maker.

STEP 7: Go back to your contact and choose tags

Now return to the contact (Edit Contact again).

Scroll down and you’ll see your Tags field there — with all the options you just created.
Just click the tag(s) you want to apply.

Finish by clicking Save.

BIGContacts will now show your tags every time you open this contact, and you can filter or segment using them whenever you want.

Adding Tags via a Spreadsheet (Bulk Import)

1. Prepare a CSV file with a column for tags.

2. Separate multiple tags using commas (e.g., "Lead, Newsletter, Priority").

3. Import the file through the Import Contacts section.

4. 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.