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 Contacts > 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 in this campaign
- Parameter: Is
- Value: Become a Member
- Click Generate Report
- 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 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 not an 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 not an option to exclude tagging a contact from the generated report.