How to manage tags in bulk
The most straightforward way to tag your contacts is by accessing that contact within your list and adding a tag to their profile manually. We cover this process here. However, if you'd like to tag multiple contacts simultaneously, there are two ways to go about it:
1. Adding tags via import
Open the file with your contacts and add a new column to enter your tags. You can add multiple tags to one cell, separating them with commas. You can use up to 50 unique tags per list on Pro plans and 10 tags per list on the Starter plan.
You can import a file with contacts that you have in some other platform, but in the below example, we exported the file from the "Bounced" report in EmailOctopus and created a column in the exported file with a tag value "Bounced". We can import that file to update contacts with that tag.
Once you've added all the tags, save your file and go to the list with contacts you'd like to tag. Click "Add contacts" and choose "Import contacts from a file" from the drop-down menu.
Upload your file and tick the "Subscribed" and "Update the contact" fields.
Click "Next", and you're ready to map your tags. Find a column with your tags and choose the "Import comma-separated tags" option from the drop-down menu. Click the "Import" button to complete the process.
You don't need to import any other fields - they're in your list already, but if you want to update or add new fields at the same time as adding tags, you can map them to appropriate columns in your file.
If you added new tags during the import, you'd find them in the "Tags" tab of your contact list.
2. Managing tags using Actions
Go to your list and manually select contacts that you want to tag by clicking on the checkbox next to their email addresses. You can also select more contacts by clicking on the drop-down next to the "Email address" header:
We show 50 contacts per page by default, but you can change that number using the dropdown below the Email address column.
Next, click on "Actions" and choose "Update tags".
You'll see a pop-up window with all the tags created within your list. Click on the checkbox next to each tag to add it, remove it or maintain the current status.
- Check a box to add the tag to all selected contacts (if all the selected contacts already have this tag, it will be pre-checked when the window pops up). The tag will turn purple when this option is selected.
- Uncheck a box to remove the tag from all selected contacts (if none of the selected contacts has this tag, it won't be checked when the window pops up). The tag will turn grey when this option is selected.
- Leave a box with the "–" sign if you don't want to make any changes (this will be shown if some contacts have this tag and others don't). The tag will turn green when this option is selected.
You can also create a new tag by typing its name and clicking "Create new tag".
Remember to click "Apply" to save the changes.