Bulk Adding Contact Tags in Surplus Systems: Streamline Your Segmentation

Enhance your contact management efficiency by learning how to add tags to multiple contacts at once in Surplus Systems. This article provides a straightforward guide on bulk tagging, allowing you to quickly organize and categorize your contacts for improved targeting and communication strategies. Perfect for large databases needing fast and effective segmentation.

1. To start off, click on CRM Tab to access Contacts.

1 To start off, click on the element.

2. This is your contact list

2 Click on the element.

3. You can mark ALL contacts

3 Click on the element.

4. or select specific contacts that you would like to add a tag

4 Click here.

5. After selecting contacts, click "Add Tag"

5 Upload

6. Choose a tag from the drop down list

6 After that, click on "JJ".

7. Enter a description for the action

7 Click here.

8. Click this button to successfully add the tag

8 Click on "Add".

9. You can see here the Tags being added on each contact.

9 Click on "Tags".

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