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Adding Contact Tags to Multiple Contacts in Stack

Organizing your contacts is crucial for effective communication and automation. With Stack, you can quickly apply tags to multiple contacts using the "Add Tags" feature. Whether you're segmenting users for campaigns or organizing leads by lifecycle stage, bulk tagging can save you hours of manual work. Let's explore what tags are, why they're important, and how you can use them efficiently.

What is Adding Tags to Multiple Contacts?​

Adding tags in bulk allows you to label and organize large sets of contacts efficiently. Tags help categorize contacts based on shared traits, behaviors, or stages in the customer journey. This feature is essential for segmenting audiences, triggering automations, and managing CRM workflows at scale.

Key Benefits of Adding Tags to Multiple Contacts​

Using bulk tagging in Stack offers several advantages:

  • Save Time: Tag multiple contacts in one action.
  • Improve Segmentation: Enhance targeting for communications.
  • Trigger Workflows: Use tag-based conditions to automate processes.
  • Track Campaigns: Easily monitor membership or progress.
  • Organize Records: Maintain clean and organized contact lists.
  • Enhance Analytics: Group contacts for better reporting insights.

Setting Up Add Contact Tag Bulk Operation​

Here's how you can apply tags to multiple contacts from the Contacts page in Stack:

  1. From your dashboard, click on the Contacts tab in the left-hand navigation menu.

Select Multiple Contacts​

  1. Use the checkboxes on the left side to select the contacts you want to tag. You can select as many records as needed.

Click the Add Tag Icon​

  1. Once contacts are selected, click the Add Tag icon from the action bar at the top of the screen.

Add Action Name and Tags​

  1. In the "Add Tags" pop-up window:
    • Enter a name for your action in the Action Name field.
    • Click the dropdown in the Tags field and select one or more tags from the list.

Click Add Tags to Apply​

  1. After selecting the tags, click the Add Tags button to begin the operation. A confirmation message will appear.

Track Progress​

  1. A confirmation popup will inform you that the tag assignment is in progress. To monitor the operation, click the Check Progress button, which will redirect you to the Bulk Actions tab, allowing you to track the success or failure of the task in real time.

Track the Bulk Action Status​

  1. In the Bulk Actions tab, you'll see details of your bulk tag action, including the action name, who performed it, when it was created, and a Show Stats link to review the results. This helps you confirm everything was applied as expected.

Frequently Asked Questions​

Q: Can I apply multiple tags at once to a contact?

Yes, you can select and apply multiple tags simultaneously in a single bulk action. Simply add all desired tags in the Tags field before submitting the action.

Q: Will this overwrite existing tags on the contact?

No, adding tags in bulk will only append the selected tags to the contact’s existing tag list. It will not remove any pre-existing tags.

Q: Can I use tags to trigger automations?

Absolutely. Tags are commonly used as workflow triggers within Stack automations, allowing you to launch sequences when a tag is applied or removed.

Q: How do I undo or remove tags applied in bulk?

To remove tags from contacts, use the Remove Tag bulk action. You can either remove specific tags or clear all tags from selected contacts. This will be covered in a separate article.

Q: Can I see which contacts were successfully tagged?

Yes. Go to the Bulk Actions tab and click on Show Stats beside the relevant action. This view shows the success status, contact identifiers, and timestamps for each tagged record.