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 Contacts > 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 in 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 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 not an 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 not an option to exclude tagging a contact from the generated report.