Want an easy way to organize your contacts in Salesmsg? This guide shows you how to add and manage tags so you can quickly group contacts, send targeted messages, and stay organized. Whether you’re adding tags one by one or in bulk, we’ve got you covered.
Tag Contacts in Bulk
Save time by using our Bulk Action feature to target groups of people. If you’ve just wrapped up a campaign or an event, and want to group all those contacts under a specific label (like “Webinar ABC” or “Promo Responders”), bulk tagging keeps things clean and organized in seconds. It also helps with future targeting or follow-ups.
From your dashboard, open the Contacts tab.
Select one or multiple contacts from the list.
Click Manage Tags at the top of the page.
Choose an existing tag or click Create New Tag to make a new one.
Apply the tag, and it will be added to all selected contacts.
💡 Tip: You can also use the Apply All option to quickly add or remove tags for all selected contacts at once.
Apply all Option
Using Apply All, any tag you add will be automatically applied to all selected contacts. You can also remove tags from multiple contacts at once with this option.
Add Tags While Importing
While you are importing your CSV contact list, you can also add a tag to your CSV which will apply the tag to contacts. Use the Import/Upload Contacts guide to up; load your contacts with tags.
Tag Individual Contacts
Tags can be added one by one when creating or updating a contact. This is useful for noting specific details, such as a demo request, product question, or membership in a unique group. Tagging individual contacts helps keep records organized and simplifies follow-ups.
Tags can also be applied during the import process, making it easy to organize new groups of contacts from the start and target them more effectively later.
Manage and Edit Tags System-Wide
Manage, edit, or remove tags for all contacts in one place by going to your Tags Settings. This section lets you review which contacts are linked to each tag, and quickly make changes across your entire database.
Tags are displayed in a sortable, searchable grid for easy management. You can sort by tag name or by the number of contacts assigned to each tag. Use the search bar in the top right of the page to quickly find any tag.
Searching for contacts via associated Tags
Search for all contacts associated with a specific Salesmsg Tag by typing that Tag into the Contacts Page Search Bar or using the contacts page filter.
Frequently Asked Questions
Can I save segments of contacts by tag?
Yes, using your contacts page filter select the tag that you want to see all the contacts who have that tag. Then select "save segment"
What happens if I delete a tag?
It will automatically be removed from all the contacts who had it applied to them.
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