Tags
Label contacts with tags, and use the Tags page to create, rename, merge and delete tags, see who carries a tag, and export those contacts.
What tags are for, adding tags on import and on a contact, the Tags page and its alphabetical index, creating, renaming, merging and deleting tags, and viewing and exporting the contacts with a tag.
A tag is a label you put on contacts, such as hot-lead, spanish or webinar-june. Tags let you group contacts across lists, filter your contact search and build new lists. One contact can carry many tags.
Your AI agent also labels calls with outcomes such as "meeting booked" or "not interested". Those outcomes are separate from the tags on this page and are managed by the AI. See Bot activity.
Before you start
You need permission to create, edit or delete tags. See Team members.
Add tags to contacts
- On import: tags you add on the Name and Tags step go on every contact in that import. See Importing contacts.
- On one contact: open the contact, click Edit, and use + Add tag. See Contacts.
- From a search: when you click Create List from All Results, the optional Tag goes on every contact in the new list.
Open the Tags page
Click Tags in the top navigation. Your tags are listed alphabetically, grouped by first letter. The small number next to each tag is how many contacts carry it.
To find a tag, type in the search box and press Enter.
The Tags page with the search box, the New Tag button, and tags grouped under letter headings with a contact count next to each tag.
Create a tag
- Click New Tag.
- Type the name.
- Click Add.
Tag names must be unique in your account. If the name is taken, an error appears under the field.
Rename a tag
- Click the tag to select it. The toolbar shows 1 items selected.
- Click Edit.
- Change the name and click Update.
The new name shows on every contact that has the tag.
Merge tags
Use merge to clean up duplicates such as Hot Lead, hot-lead and hotlead.
- Click the tag you want to keep first.
- Click each tag you want to merge into it.
- Click Merge.
Contacts with any of the selected tags now carry the first tag, and the other tags are deleted. If you select only one tag, Bigly asks you to select more.
The Tags page with three tags selected, the toolbar showing 3 items selected and the View, Edit, Delete and Merge buttons.
Delete tags
- Select one or more tags.
- Click Delete.
- Confirm with Yes, delete it!
The tags are removed from your tag list. The contacts themselves aren't deleted.
See and export the contacts with a tag
- Select one or more tags.
- Click View. A new tab opens listing every contact with those tags.
- Use Search here... to narrow the list, or click Edit on a contact to change it.
- Click Export to download the contacts as a spreadsheet.
The export runs in the background. You see Export job started successfully!, and the file is ready to download when it finishes.
Common questions
Can I turn a tag into a list? Use contact search with the tag as a filter, then click Create List from All Results.
Why do I see two tags with the same name? Tags created in different places can end up duplicated. Merge them.