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Bulk Tagging Contacts

LoopSpark allows you to bulk tag contacts by uploading a CSV or Excel file. This makes it easy to create targeted audiences by tagging clients and leads all at once—whether they exist in your booking software or not.

📍 Feature Location:
Top Navbar → Clients List → Bulk Tagging
Access Bulk Tagging

✅ Why Use Bulk Tagging?

  • Create custom audiences that don’t fit standard segment rules.
  • Tag new leads instantly from an uploaded list.
  • Target a hybrid audience of leads (not in your booking software) and existing clients (synced from your booking software).

📂 How to Use Bulk Tagging

  1. Prepare Your File
    Create a .csv or .xlsx file containing the client information.

  2. Upload & Map
    Upload your file and map the columns (like Email and Mobile Phone) to the appropriate fields in LoopSpark.

  3. Choose or Create a Tag
    Select an existing tag or create a new one.

  4. Apply or Remove Tags
    Choose whether to add or remove the tag from the contacts.

🔍 Matching & Tagging Logic

  • Matching: Clients are matched based on Email or Mobile Phone.
  • Tagging New Leads: If a match isn’t found and you're adding tags, a new lead will be created and tagged.
  • Removing Tags: Only existing clients will be affected—no new leads will be created.
  • Scoped to Team: All actions apply only to the clients within your current team.

📌 Requirements

  • Your file must contain at least one of the following for each contact:
  • Email
  • Mobile Phone