How To Add a Tag to New Contact List Import

July 31, 2024•1 min read

Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, it is possible you'll want to include one or multiple tags for all or some of the contacts in the list. Below we'll show you the two ways you can add a tag (or multiple) to a new contact list import.

Option 1: This option is recommended if you have multiple and/or different tags to apply to the contacts in the list being imported.

In the .csv file, have a column titled "Tags" and include as many tags as you'd like, with each separated by a comma. These tags will be created and applied to the associated contact records during import

In this example, "Test1" would be applied to all 4 contacts during the import. The second tag, "TestTag", would be added to just 2 contacts.

Option 2: This option is recommended if you want to add one or more tags to the entire list.

You may add a new tag to the entire list being uploaded in Step 3 "Details” when importing contacts.

In this example, "ThisIsATest", would be added to all contacts in the list being imported.
You may include one or multiple tags. You may use existing tags or create new ones right here in the import section.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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