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:
- Got to Activity Tracker > Contact Reporting.
- 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.
- You will need to add the following filter:
- Filter = Donated to this campaign
- Parameter = Is
- Value = Become a Member
- Click Generate Report.
- Click Mass Tag.
- 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.
- 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:
- 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
- Click Generate Report.
- Scroll down below the graph and click Mass Tag.
- 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.
- 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.