With CourseCo’s new label feature, admins can create a tag and bulk assign them to contacts. In this guide, we will see step by step how to add labels and assign them.

Creating a Tag/ Label

To create a tag on your project for contacts, please follow the steps below:

  • Log In as an Admin

  • In the left menu, click on Contacts

  • In Contacts menu, click on ‘Tags’

  • Click on ‘Add tag’ button to add a new tag

  • Add the Label name in the input field

  • Add a summary in Name field for the label

  • Make sure the publish toggle is ON

  • Click Save button to save the tag

An image is shown below on how creating a tag screen looks like:

Outcome: A new tag will be created which you can assign on your contacts

Bulk Assigning Tags on Contacts

In this section, we will look on how we can bulk assign the label to contacts. To bulk assign tags, follow these steps below:

  • Log In as an admin

  • In the left menu, go to Contacts

  • In the contacts list page, tick the checkbox in front of students that you want to assign a tag

In this image, you can see how multiple students have been selected to assign a tag

  • Click on ‘Add tag’ button

  • In the dialog box, select tag from the dropdown and click ‘Add’

  • Click ‘Continue’ button to add the tag on selected contacts

An image below shows how the dialog box for adding tags is displayed on the screen

Outcome: The selected tags will be added as labels on selected contacts.

An image below shows how assigned tags will look like:

Removing Tags from a contact

You can also remove a tag from a contact. To remove a tag from a contact, please follow the steps given below:

  • Log In as an Admin

  • In the left menu, click on Contacts

  • In the Contact menu, click on Tags

  • In the tag list page, go to the tag that you want to remove from a student

  • Click on Actions and Select Edit

  • In the tag details, click the x sign in front of the student you want to remove the tag for

  • Confirm the deletion by clicking on ‘Delete’ button

Outcome: Your student contact will be removed/ unassigned from that tag

An image below represents, how removal of tag on a contact looks like: