In this article
Tags
Aloware Tags allow you to categorize and segment your leads. It helps you identify what is common to them and understand their behavior.
You can better engage with your contacts because you can tag them many times, and enroll them to sequence and broadcast.
Prerequisite
Only admins can add tags to their Aloware Admin account
How to Add Tags in a Group of Contacts
Import Contacts
Navigate to the Contacts menu
On the upper right side of the screen, click the Import Contacts button
Agree with the DNC Agreement
Import Wizard displays on the screen
Read the DNC Agreement and check the box if you agree with the terms
Download the Contacts Template
You can download the template in CSV file format and fill in the required field/s
Required details
Phone numbers
Optional
First Name
Last Name
Company name
Email Address
Date of Birth
Notes
City
State
Country
Zip Code
CSF1
CSF2
Disposition Status
Click the Next Step button
Upload CSV
The next step requires uploading the CSV file. Click the Upload from Computer button
Select the file from your local file destination and click Open
Once your file has successfully uploaded, you can select the columns that is necessary for you
Then click the Next Step button
Review Data
Check on the details of your contact if it matches your file
Once done, click the Next Step button
Settings
Assign Contacts in bulk from the existing tags
Check the option to Update existing contacts, which allows you to update the contacts based on your recent upload
You can select from the available tags in the Tags field
You can assign multiple tags to your contacts
Assign contacts in bulk with a new tag
If you want to tag your contacts to a new tag, you can do so by clicking the +Add Tag button
Set your new tag
Name - give your tag a cool name that you can easily understand and is relevant
Choose a Color
Description
Click the +Add button, once done
A new tag is successfully added. Click the Start Import button to upload your contacts
Finish
Click the Go to Accounts > Imports button to check your Import status
Confirmation
You can check the status of your Import from Accounts > Imports
Finished indicates that your import is successful and complete
