Tagging Contacts

Tags are labels that you can assign to contacts to group them internally.

Once contacts are tagged, you can send Announcements (mass messages) to everyone with a specific tag, search your Conversation List by tag, or search your Address Book by tag. You can add multiple tags to a contact, and can add, edit, or remove contacts' tags either from their Contact Details page in the Conversation view: 

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...or using the Edit icon next to their name in your Address Book.

Please note that an individual tag cannot have a space within it: ie, if you'd like to tag someone as "new customer," you will need to enter it as "new_customer"

 

Importing contact lists with Tags

If you'd like to upload a list of Contacts with Names, Numbers, and tags, simply add a "Tags" column to the spreadsheet you're uploading. You can add multiple tags in the Tag field, separating the tags in with a space. Again, please note that an individual tag cannot have a space within it: ie, if you'd like to tag someone as "new customer," you will need to enter it as "new_customer". You can download the CSV template here.

 

You can also use the import feature to mass update your existing contacts' tags. Simply update their information / add the appropriate tags in the spreadsheet template, and import the list as usual. The mass import will NOT duplicate existing phone numbers, but it will overwrite the contacts' current information with the information you provide in your spreadsheet.

 

Searching by Tags

You can search your Conversation List or Address Book for tags by entering tag:tag_name into the Conversation search bar.

For example, if you were searching for Conversations with contacts you'd tagged as new_customer, you would enter the folling into the search bar: tag:new_customer

 

Watch tutorial video on Tagging Contacts here

 

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