How to Use the CRM Bulk Tag Tool

How to Use the CRM Bulk Tag Tool

The CRM Bulk Tag Tool helps you search via specific data for customers, that you can then tag in bulk based on criteria such as Customer Details, Purchase Type, Purchase Date Range, or Individual Donations. 


Step 1: Navigate to the CRM Bulk Tag Tool

Go to your left menu > Customer Relationship Management > Bulk Tag Tool.




Step 2: Select Criteria

You have four ways to narrow your data with the following filter options.

Note: You can add multiple criteria to your search, or opt to search using just one filter:

      1) Customer Details

            Narrow your customers using the following parameters:
            Data: Last Name, First Name, Address, City, Zip, Country/State, Phone, Email Address, With a Tag Of:
            

            Condition: Equals, Not, Contains, Starts with, Ends with, Empty, Not Empty
            

            Search Value: Enter your desired search term (For example: Last Name, Equals, Hamilton)
            

If finished with your search criteria, click the blue SEARCH button at the bottom to generate your list of customers to tag.
            


      2) Purchase Type

            Narrow your customer search by the following purchase types:
            Activity: Purchases, Did Not Purchase
            

            Purchase Type: Event, Event Genre, Item, Package, Donation, Sponsorship
            

            Search Value: Enter your desired search term (For example: Purchases, Event, Annie)
            

If finished with your search criteria, click the blue SEARCH button at the bottom to generate your list of customers to tag.


      3) Purchase Date Range

            Narrow your search within a specific date range of purchase:
           Purchase Type: Order, Event, Item, Package, Donation, Sponsorship
            

            Start Date & End Date
            

                   
If finished with your search criteria, click the blue SEARCH button at the bottom to generate your list of customers to tag 

     4) Individual Donations

            Narrow your customer search based on individual donation or sponsorship amount:
            Condition: Equals, Greater Than, Less Than, Between
            

            Search Value: Enter your desired amount (Enter "50" not "$50.00" - No special characters necessary)
            

If finished with your search criteria, click the blue SEARCH button at the bottom to generate your list of customers to tag.
            

Step 3: Complete Search & Tag Customers

Once you have filtered your customers as needed, click the blue SEARCH button at the bottom to generate your list of customers to tag.


Below your search results, you will enter the Tag you wish to use, then click APPLY TAGS.




Confirm that you are ready to apply your tags by clicking APPLY TAGS NOW.




You have successfully tagged your selected customers!


To Remove Tags:

Using the same parameters as above, you will simply use the drop down to select "Remove Tags" instead of applying tags:


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