How to Add a Tag to a New Contact List in ProCoach

Introduction:

Tagging contacts during the import process in ProCoach CRM can greatly assist in organising and segmenting your contacts for targeted communication and efficient management. This article provides step-by-step instructions on how to tag contacts during import, ensuring accurate and effective contact management.

Why Tag Contacts During Import:

Tagging contacts during import helps in organising and segmenting your contacts for targeted communication and efficient management. By assigning specific tags to contacts, you can easily filter and search for contacts based on their tags, allowing for more personalised communication and streamlined contact management.

When to Tag Contacts During Import:

Tag contacts during the import process when you are importing a new list of contacts into your ProCoach CRM. This ensures that the imported contacts are properly tagged and ready for efficient management.

Before You Begin:

Before you start tagging contacts during import, make sure you have the following:

1. A CSV file with the list of contacts you wish to import.

2. Access to your CRM: ProCoach account.

Steps to Tag Contacts During Import:

Step # 1. Prepare your CSV file for import:

1. Open your contact list in a CSV file (Microsoft Excel, Google Sheets, Numbers, etc.).
2. Ensure there's a column specifically titled "Tags". This column should list tags for each contact, separated by commas. For example, if a contact should be tagged as both a "Lead" and "Newsletter Subscriber", you would enter "Lead,Newsletter Subscriber" in the Tags column for that contact.
3. Double-check each contact's tags for accuracy and ensure no extra spaces are added after commas unless intentional.
4. Save your .csv file once all tags are correctly entered. Remember, the system will create new tags that do not exist, so spelling and consistency are crucial.

Step # 2. Import your contact list with tags:

1. Log into your ProCoach CRM account.
2. Navigate to the contacts section in the main menu or dashboard.
3. Look for the "Add Contact" or "+" icon for manual entries. If you want to import multiple contacts, find the import icon represented by an arrow pointing upwards or labeled "Import Contacts".
4. Click on the import icon and a dialog box or new screen will appear, prompting you to upload your CSV file.
5. Click "Select File" to browse your computer for the file, or drag and drop the file into the designated area if supported.
6. Once the file is uploaded, you'll enter the field mapping stage. Here, the CRM will attempt to match the CSV headers to the CRM's contact fields. Manually match each .csv column to the correct CRM field, paying special attention to the "Tags" column and ensuring it maps to the CRM's tag field.
7. After mapping, you'll need to handle duplicates. Choose one of the following options:
• Update existing contacts with new information from the CSV.
• Ignore duplicates and only import new contacts.
• Create new records for all, resulting in duplicates.

Step # 3. Add a tag to your contact list:

1. If your goal is to apply one or more tags to every contact in the import list, look for an option during the import process labeled something like "Add Tags" or "Tagging Options". This option is usually found in a section labeled "Details".
2. If you prefer to add one or more tags to the entire list of contacts being imported, you can do so in the "Details" step of the import process. This option is ideal if the entire list should share common tags.
3. Specify the tag(s) you wish to add to all contacts in the list. You can use existing tags or create new ones directly within the import section. For instance, adding "ThisIsATest" will apply this tag to every contact in the list being imported.
4. Review all your selections and mappings to ensure accuracy.
5. Initiate the import process by clicking "Import," "Start Import," or the equivalent button.
6. A progress indicator may appear, showing the import status. Do not close the window or navigate away until the import is confirmed complete.
7. After the import concludes, navigate back to the contacts page. You may need to refresh the page to see your newly imported contacts, complete with their tags.
8. Review the imported contact list to confirm the success of the import. Take note of any errors or issues that need to be addressed.

Conclusion:

Tagging contacts during the import process in ProCoach CRM is a valuable practice for organising and segmenting your contacts. By following the steps outlined in this article, you can ensure that your imported contacts are properly tagged, enabling targeted communication and efficient contact management. Take advantage of this feature to streamline your workflow and enhance your CRM experience in ProCoach.