Mass Tagging

You can add tags to an individual contact through their contact profile. If you would like to add a tag to multiple contacts at once, you will want to use our Mass Tag feature: 

How to use the Mass Tag feature:

  • Got to Contacts > Contact Reporting 
  • Use the filters to generate a report of the contacts you would like to tag
  • For this example, if you want to tag everyone who has donated to your "Become a Member" campaign and tag them as Member
  • You will need to add the following filter: 
    • Filter: Donated in this campaign 
    • Parameter: Is 
    • Value: Become a Member 
  • Click Generate Report


  • Select an existing tag or create a new tag, in this case, you have already created a Member tag, so you will select it from the dropdown menu then click Mass Tag.
  • You will receive a confirmation email once the tagging is complete 
  • Note: Mass tagging will add this tag to ALL contacts generated in this report,  there is currently not an option to exclude tagging a contact from the  generated report.

Another Example: 

  • If you are looking for contacts who have contributed more than $500 to tag as Major Donors. You will need to add the following filter: 
    • Filter: All Time Contribution Amount 
    • Parameter: Is more than 
    • Value: $500 
  • Click Generate Report
  • Scroll down below the graph and click Mass Tag
  • Select an existing tag or create a new tag, in this case, you need to create a new tag. Click +Add New Tag and enter Major donor then click Add and Mass Tag. 


  • You will receive a confirmation email once the tagging is complete 
  • Note: Mass tagging will add this tag to ALL contacts generated in this report, there is currently not an option to exclude tagging a contact from the  generated report.