If you're looking to organize your contacts effectively, adding tags to contact records can be extremely useful. When importing a new list of contacts, you might want to include one or more tags for all or some of the contacts in the list. Below, we'll explain two methods for adding tags to a new contact list import.
Option 1: Adding Multiple Tags to Individual Contacts This option is recommended if you have multiple or different tags to apply to the contacts in the list being imported. Follow these steps:
Open the .csv file containing your contact list.
Create a column titled "Tags" and include as many tags as desired, separating each tag with a comma. These tags will be created and applied to the associated contact records during the import.
For example: If your .csv file contains four contacts, and you want to add the tag "Test1" to all four contacts and the tag "TestTag" to only two contacts, your "Tags" column would look like this:
Option 2: Adding Tags to the Entire Contact List This option is recommended if you want to add one or more tags to the entire contact list. Follow these steps:
1. Click "Contacts"
2. Click here to "Import"
3. Navigate to "Details"
Proceed with the contact import process and reach Step 3, titled "Details."
4. Click "Advanced"
5. Add tags here
Enter the desired tags, separated by commas, in the provided field. These tags will be added to all contacts in the list being imported.
6. Example of added tags
For example:
If you want to add the tag "test" to all contacts in the list, simply enter "test" in the designated field.
Remember, you have the flexibility to include one or multiple tags. You can either use existing tags or create new ones during the import process.
By following these methods, you'll be able to conveniently add tags to your new contact list imports, ensuring effective organization and streamlined management of your contacts.
