.
1. How to Add a Tag to a Single Contact
<Gif Placeholder – Add Tag to Contact>
-
Go to Contacts and select the contact you want to tag.
-
Click the Add Tags icon in the contact details section.
-
Type the tag name and optionally add a short description.
-
Click Add Tags to save.
💡 Tip: You can assign multiple tags to one contact for layered segmentation.
2. How to Bulk Add Tags to Multiple Contacts
<Gif Placeholder – Bulk Add Tags>
-
Navigate to Contacts → All Contacts.
-
Use filters or checkboxes to select multiple contacts you want to tag.
-
Click the Add Tags icon in the contact details section.
-
Type the tag name and optionally add a short description.
-
Click Add Tags to apply the tags to all selected contacts.
💡 Tip: Bulk actions may take some time to process. You can monitor the progress under Contacts → Bulk Actions.
4. How to Manage Tags Across Your CRM
<Gif>
-
Go to Settings → Tags to see a list of all tags used.
-
To edit a tag, click the tag name and update it.
-
To delete a tag, click Delete next to the tag you no longer need.
-
Standardize tag names to avoid duplicates and maintain clarity.
Other Frequently Asked Questions Related to Tags
💡 Learn More with Our Growth Suite AI Bot
You can explore Growth Suite in more depth using our AI Bot. Ask any questions and get instant, accurate answers.
👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.
💡 Tip: Consistent tag naming and proper management make it easier to run campaigns, trigger automations, and organize your CRM efficiently.