Wes Obana Asked:
“If you forget to tag an upload, is there a way to go back and bulk tag them all?”
The Answer
Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this:
Option 1: Bulk Tagging in the Contact List
1️⃣ Go to Contacts > Contacts/Smart Lists
2️⃣ Search for the uploaded contacts
- Use filters such as date added or import batch
3️⃣ Select all the contacts
4️⃣ Click the “Bulk Actions” button
5️⃣ Choose “Add Tag”
6️⃣ Enter the tag name and confirm
This will instantly tag all selected contacts.
Option 2: Re-Upload the List with a Tag
If you want to ensure all contacts are tagged properly, you can re-upload the original file with a tag added:
1️⃣ Re-upload the same contact file
2️⃣ Add the tag during the upload process
3️⃣ Set the Duplicate Strategy to “Update Empty Fields Only” – This ensures no contact information is overwritten
4️⃣ Complete the upload
This method ensures all contacts receive the correct tag without modifying existing data.
Additional Resources
For more contact management tips, check out these blog posts:
- Importing Leads with Agent CRM: Step-by-Step Guide
- Automate New Insurance Lead Campaigns
- Creating Smart Lists and Tags
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
Insurance Pipelines – Track & Automate Stages
