Our Tags tool allows you to seamlessly manage and organize your contact database, based on the different relationships and similarities your contacts may share.
Add Tags through Contact Profile
You can add contacts to a tag by going to their contact profile and editing their tag there. This can be helpful if you're changing or updating an individual contact.
Open a Contact
Navigate to the Contacts screen and select the contact you want to add a tag to from the list of contacts. This will open up the profile of that contact.
Add a Tag
In the contact profile, scroll down to the Admin section and click the "Edit" button to the right of the Admin header.
This will open up the Edit Contact Admin screen. In the field under Tags, select an existing tag you want to add the contact to. If you want to add the contact to a new tag, start typing in the new tag name and click the name to complete the tag addition.
Click the "Save" button to add the contact to the tag.
Tagging Individual Contacts
Keela makes it easy to add existing contacts to a tag with only a few clicks. You can add contacts to a tag at any time from the Tags tab in your Contacts screen.
Open a Tag
Navigate to the "Tags" tab within the Contacts tool, and click on the Tag you wish to view. By doing so, you'll be able to view a list of all contacts that belong to that specific Tag.
Add Contacts to a Tag
In the contacts list screen of your tag, click on the down arrow to the right of the "+ Contacts" button and select "+ Add existing contacts to tag".
In pop-up that appears, begin typing the name or email address of the person you want to add within the "Search for names or emails" field.
Select the name of the contact you wish to add to the Tag, and select "Add" in the bottom-right.
Tagging Multiple Contacts
Keela makes it easy to add multiple existing contacts to a tag with only a few clicks. You can do this from your main Contacts screen, accessed from the left sidebar of Keela.
Navigate to Contacts
You can add contacts from your main contact list, from the list of contacts in a tag, or from the member list of a household.
A) To add contacts from your complete database, click on the "Contacts" tool in the left sidebar.
B) To add contacts from an existing Tag, navigate to your desired Tag (either through the left sidebar if it's been pinned, or via the "Contacts" tool).
C) To add contacts from an existing Household, navigate to the "Contacts" tool and select the "Households" tab in the top-centre of the page.
In the contact list you bring up -- whether from the Contacts, Tags, or Households tabs -- use the checkboxes to the left of the contact name to select which contacts you wish to add to your Tag.
Add Contacts to a Tag
Once you have selected the contacts you wish to add to a Tag, use the "Edit Selected" button that appears to the right of the green "+ Contacts" button.
After clicking on "Edit Selected", choose the "Add to Tags" option. Here, you'll be prompted to either find an existing Tag you'd like to add your contacts to, or create a new Tag by simply typing in its name.
Once satisfied, click "Save" and confirm the addition of the contact to the Tag.