Adding Contact Tags to Multiple Contacts

This article will show you how to quickly apply tags to multiple contacts using “Add Tags” feature. Whether you’re organizing leads by lifecycle stage, segmenting users for campaigns, or flagging contacts for automation, bulk tagging saves you hours of manual work. We’ll walk you through what tags are, why they matter, and exactly how to use them in just a few clicks. * * * ## 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 Patient Copilot 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.