How to Bulk Apply Tags to Multiple Constituents

Apply tags to many constituents at once using the bulk tag feature. This is useful for organizing large groups.

1. Navigate to the Constituents module.
2. Apply filters to display only the constituents you want to tag (optional).
3. Locate the bulk selection checkbox at the top of the constituent list.
4. Check the box to select all visible constituents.
5. Alternatively, manually select individual constituents using their row checkboxes.

Bulk selection checkbox for multiple constituents

Using Bulk Tag Function

1. With constituents selected, locate the bulk action menu.
2. Click on Tag Button.
3. A tag selection dialog will appear.
4. Select one or more tags to apply to all selected constituents.
5. Click "Apply" to add the tags to all selected records.

Bulk tag menu showing tag selection

Bulk Actions Available

• Apply tags: Add one or multiple tags to selected constituents
• Remove tags: Delete specific tags from selected constituents
• Update status: Change constituent status for all selected records
• Add to list: Include selected constituents in a mailing list

• Pro Tip 1: Use filters first to narrow down the exact constituents you want to tag
• Pro Tip 2: Bulk actions are much faster than tagging constituents individually