Mass Tagging

You can add tags to an individual contact through their contact profile. If you would like to add a tag to multiple contacts at once, you will want to use our Mass Tag feature: 

How to use the Mass Tag feature:

1. Got to Activity Tracker > Contact Reporting.
2. Use the filters to generate a report of the contacts you would like to tag.
   • For this example, if you want to tag everyone who has donated to your "Become a Member" campaign and tag them as Member.
3. You will need to add the following filter: 
   • Filter = Donated to this campaign
   • Parameter = Is
   • Value = Become a Member
4. Click Generate Report.
5. Click Mass Tag.
6. Select an existing tag or create a new tag. In this case, you have already created a Member tag, so you will select it from the dropdown menu and then click Mass Tag.
   
7. You will receive a confirmation email once the tagging is complete.

Note: Mass tagging will add this tag to ALL contacts generated in this report. There is currently no option to exclude tagging a contact from the generated report.

Another Example:

1. If you are looking for contacts who have contributed more than $500 to tag as Major Donors, you will need to add the following filter: 
   • Filter = All Time Contribution $ Amount
   • Parameter = Is more than
   • Value = $500
2. Click Generate Report.
3. Scroll down below the graph and click Mass Tag.
4. Select an existing tag or create a new tag; in this case, you need to create a new tag. Click +Add New Tag and enter "Major donor," then click Add and Mass Tag.
5. You will receive a confirmation email once the tagging is complete.

Note: Mass tagging will add this tag to ALL contacts generated in this report. There is currently no option to exclude tagging a contact from the generated report.