Who This Is For / When to Use
Use this when importing new contacts and you want to organize them using tags for segmentation, automation, or reporting.
Option 1: Add Tags Per Contact Using a CSV Column (Recommended for Mixed Tags)
Use this option when different contacts need different tags.
How It Works
Tags are defined directly in your import file.
Each contact can have one or multiple tags.
Tags are created automatically if they do not already exist.
CSV File Requirements
Add a column titled Tags.
Enter one or more tags per contact.
Separate multiple tags with commas.
Example CSV Format
Test1Test1, TestTag
In this example:
Test1is applied to all contacts.TestTagis applied only to specific contacts.
Option 2: Add Tags to the Entire Import (Recommended for One Set of Tags)
Use this option when all contacts should receive the same tag(s).
How It Works
Tags are applied during the import process.
All imported contacts receive the selected tags.
Existing tags can be selected or new tags can be created.
Where to Add Tags During Import
During the Verify step of the import process:
Locate Add tags to imported contacts.
Enter one or more tags.
Complete the import.
Mapping Confirmation During Import
During the Map and Verify steps:
Ensure the Tags column (if used) is mapped correctly.
Confirm all fields show a Mapped status before starting the import.
Common Issues and Fixes
Tags appear as one long tag
Ensure tags are separated by commas, not spaces or other characters.
Tags did not apply
Confirm the Tags column was mapped correctly.
Review the import summary for errors.
Some contacts missing tags
Check for blank cells or inconsistent formatting in the Tags column.
FAQ
How do I format the Tags column in the CSV?
List each tag separated by a comma. Example: Tag1, Tag2.
Can I add multiple tags during import?
Yes. You can add multiple tags per contact using the CSV or apply multiple tags to the entire import.
Can I use existing tags or create new ones?
Yes. Existing tags can be reused, and new tags can be created automatically during import.
What is the difference between the two options?
Option 1 applies different tags to different contacts.
Option 2 applies the same tag(s) to every contact in the import.
Can tagging be automated during import?
Tagging during import is manual. For conditional tagging, use workflows after import.
What should I do if tags did not apply correctly?
Review the import summary, confirm correct CSV formatting, and ensure tags are comma-separated.
Why did tags combine into a single tag?
This happens when a delimiter other than a comma is used. Ensure the file is comma-separated and the Tags column is mapped correctly.