Adding Contacts to Categories

Adding Contacts to Categories

This article details how to add contacts to an existing tag. If you have more than a handful of contacts to add, we recommend you create a spreadsheet to import. After the spreadsheet is saved as a CSV, follow the steps below.

How-To

  • Navigate to your Contacts dashboard
  • Select "All Contacts"
  • Click the "Import Contacts" button
  • Click the "Browse Files" button
  • In Step 1, select your CSV file from where it was saved on your computer. Click "Next"
  • In Step 2, map the email column to the Email Address contact field in the account.
    • Note: The importer may map this automatically, as it is designed to read the CSV columns and attempt a match. 
  • In Step 3, choose the various settings. In particular, locate the "Tags" section. Select the tag you wish to add the CSV of contacts to in your account. Click "Import"

Resources

For more detailed information about importing CSV files to your account, please see this related help article.


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