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  2. Donor Management (CRM)

How can I add tags to my contacts?

You can add tags to your contacts in the "Contacts" section of your Zeffy dashboard.

Adding tags to multiple contacts

  • Go to the "Contacts" section of your dashboard. 
  • Select one or multiple contacts for whom you would like to add a tag.

💡 Pro tip: Click on "Add filter" and select the group of people to which you would like to add the tag. 

  • In the upper righthand side of the screen, you'll see a place to "Add tag". Click on this. 

  • You will either be able to select an existing tag or create a new one. To create a new tick, type in the word(s) for your tag and then click on "Confirm".

Adding tags to one contact

  • To add a tag to a specific contact only, go to the "Contacts" section of your dashboard. 
  • Click on the contact in question. 
  • On the left, you will see the section "tags." Click on the little plus icon to add an existing tag or create a new tag