How do I add or remove tags on many contacts at once?

Tags are labels like "Family Inquiry", "Referral Partner" or "Assessment Scheduled". Updating them in bulk saves you from opening contacts one at a time and keeps your Smart Lists and workflows accurate.

Add tags to multiple contacts

1. Go to Contacts.
2. Check the boxes next to the contacts you want to tag. Use filters or a Smart List to narrow the list first.
3. Click the Add Tag icon in the action bar.
4. Enter an Action Name, such as "Tag spring open house attendees".
5. Pick one or more tags from the Tags dropdown.
6. Click Add Tags.

New tags are added to the contact's existing tags. Nothing already on the contact is removed.

Remove tags from multiple contacts

1. Go to Contacts and select the contacts.
2. Click the Remove Tags icon in the action bar.
3. Enter an Action Name.
4. Choose the tags to remove from the Tags dropdown. Or check Remove all tags to clear every tag from the selected contacts.
5. Click Remove Tags.

Careful: Remove all tags clears everything at once. Leave it unchecked if you only want to remove specific tags.

Check the results

After you submit, click Check Progress, or go to Contacts, then Bulk Actions. Click Show Stats to see which contacts were updated.

Common questions

• Can tags start a workflow? Yes. Adding or removing a tag can trigger a workflow, so a bulk tag can kick off a follow-up sequence for many contacts. Check your workflows before tagging a large group.
• Can I undo a bulk tag change? Not directly. Run the opposite action to add back or remove the tags.
• Does removing a tag delete contact data? No. It only changes how the contact is grouped.

Have a question about your own account? Submit a ticket and our team will follow up.