How do I apply tags to groups of contacts at once?

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You can add or remove a tag from a group of contacts by conducting an advanced search, then using the bulk editor.

To learn how follow these steps:

  1. Click Contacts in the left side menu to navigate to the Contacts Overview page.
  2. Click into the search field, then click "Advanced Search."

    Click_into_the_search_field_then_click_Advanced_Search.jpg
  3. The floating segment builder will appear. You can use this to find the group of contacts you wish to apply a tag to, or remove a tag from. Once you've supplied your search conditions, click "Search."

    Example_Segment_with_Tag_Exists_Engaged__then_click_search.jpg
  4. A list of contacts who meet your search conditions will load. Verify that you wish to add a tag to, or remove a tag from the contacts listed. Then, click the "Edit All" button.

    Edit_all_button.jpg

  5. The bulk editor will appear. To add a tag to contacts, click the "Add a tag" option and type the tag you wish to apply, then click the "Add" button.

    Add_a_tag_option_with_modal.jpg

    To remove a tag from the selected contacts, click the "Remove a tag" option and type the tag you wish to remove from contacts. Then click the "Remove" button.

    Remove_a_tag_option.jpg

  6. Click the "Apply" button.

    Click_apply_button.jpg

  7. A confirmation window will appear. Click the "Apply changes" button. Note that once you click this button, the action cannot be canceled or undone.

    Click_apply_changes_button_to_confirm.jpg

    Your changes will begin processing immediately in the background.
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