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Contacts - Advanced Bulk Assign Label/Tag Management

Labels/Tags is available on CourseCo’s Prime Package. Please contact your CRM lead to learn more

With CourseCo’s label/tag 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/tags and assign them, including some useful tips

See user guide for manually assigning a label

💡 CourseCo’s Product Owner Top Tips

Labels/tags were originally developed to group contacts into a specific groups where the platform would not be able to automatically do this. Examples of reasons as to why you would Label/Tag contacts

  • Sales - Re-targeting later - apply a tag when someone enquires about a specific course, chase them later to review

  • Bookings - Bulk booking students into multiple schedules - apply a tag and bulk book your students into a schedule based on their Label/tag

  • Group Messaging - apply labels to specific contact to bulk email/sms based on their tag

  • Importing Contacts - apply your tag to the contacts csv import sheet. These tags will be automatically applied to your contacts after you have imported them

A contact can have many tags!

Creating a Tag/ Label via left menu Tags

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:

Bulk assign tags to contacts

This is a new feature, please review with your CRM lead to get installed

  • Login as Admin

  • Open Contacts

  • Review the far right column - Tags

Ensure you tag exists already - see steps above on adding a tag

  • Start searching contacts, and tick the far right ‘Tags’ tick boxes

  • Scroll down to the bottom of the page to see the number of contacts you have ticked

  • When you have ticked/grouped your contacts, select Add Tags

  • On the popup, search and select your Tag

    • You can add multiple tags at this stage

  • Select Continue


  • Tags have been assigned to all selected contacts

  • You can navigate to the left menu tags, search and select the tag and view in list form the contacts with this tag

  • Use the contacts > all screen, Label column to search by Tag.

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