How to add Tags to a Contact

BigContacts allows you to add tags to your contacts in two ways: you can assign tags individually to each contact or add tags to a spreadsheet and then import the contacts. The tags will be merged, and the new tags will be automatically added.

To start adding 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

If a contact already has two tags, and you want to import a new tag through a spreadsheet, make sure to include all the existing tags along with the new tag in the spreadsheet. To ensure accurate tagging, separate each tag with a comma.

• When you click "Merge," the system will add the new tag without deleting the existing ones. This is because the existing tags are also listed in the spreadsheet and separated by commas.

• Example: If the contact currently has tags Tag: AppDirect, and you add Tag: Test 1, Tag: Test 3 in the spreadsheet (separated by commas), the system will remove Tag: AppDirect unless it is also included in the spreadsheet. After merging, the contact will only retain the tags you specified in the spreadsheet.

That's all about adding tags to a contact. If you encounter any issues or have any questions, feel free to contact our support team.