How To Bulk Add Tags to Contacts

This article explains how to use the Bulk Tag feature to assign tags to multiple contacts at once.

What is a Tag?

A tag is a label you assign to a contact in the CRM to help organize them. It allows you to group contacts based on details like their relationship with you, investment capacity, location, and more, making it easier to find and manage them.

In addition to organizing, tags can also be used to target specific groups for an offering by controlling the Offering visibility settings or to send personalized emails.

How to Bulk Add Tags to Multiple Contacts

You can add a tag to a large group of contacts using two simple methods:

Method 1: Copy and Paste
This method is straightforward. You copy and paste all of the emails for which you want to add a tag to. 

Method 2: Upload File
Alternatively, you can upload a CSV file of the emails you want to add a tag to.

Step 1: Log in to the Investor Portal, navigate to the Contacts section, click the "More" option in the top right corner, and select "Add Bulk Tags."

Step 2: Choose the method that works best for you, either "Copy and Paste" or "Upload File."

Method 1: Copy and Paste

Step 1: Begin by copying and pasting the email addresses of the contacts you wish to tag into the designated field.

Step 2: Next, click the "Match" button located at the bottom of the screen. This action prompts our platform to analyze the pasted email addresses and identify any corresponding contacts. If any email addresses do not match an existing contact in the system, they will be flagged as Unmatched and will not receive the tag.

Step 3: Enter the name of the tag you wish to create and assign to the selected contacts. You can also view the existing tags from the Add Tags drop down and to the contacts. 

Method 2: Upload File

Step 1: Begin by downloading the sample file and fill in the email address that should be tagged.

Step 2: Upload the CSV file to the platform. The system will then validate the email addresses and match them with existing contacts. Any email addresses that do not correspond to a current contact will be marked as Unmatched and will not receive the tag.

Step 3: Enter the name of the tag you wish to create and assign it to the selected contacts. You can also view the existing tags from the Add Tags dropdown menu for reference.