Global Tags are a powerful way to maintain consistent tagging across all Profiles, Pools and Vacancies in your CRM. You can apply Global Tags to contacts when adding them to Beamery, or to existing contacts in your database. Global Tags can be applied to contacts in the following scenarios:
Note: only Admins and Super Admins can add, edit and remove tags from the Global Tags list in Settings.
Applying Global tags to Contacts Imported via CSV
You can add a single Global Tag to a spreadsheet of contacts when importing them into Beamery via CSV upload. To do so, navigate to the People tab by clicking the icon in the left-hand navigation. Then choose Add Contacts and select Import Contacts.
Click on "Add a file" then choose the spreadsheet of contacts you wish to import.
Next, map your data fields (including Global Tags) to the corresponding Beamery fields and then click "Confirm Import".
To learn more about how to import your contacts into Beamery, please click here.
Applying Global Tags to Contacts using a Bulk Action
You can apply Global tags to large groups of contacts in Beamery by using bulk actions. To do so, navigate to your People Grid, Pools or Vacancies.
As every contact has one universal profile in Beamery, you can apply Global Tags to your contacts wherever is most convenient. You can also apply multiple Global Tags to contacts in one single bulk action.
Locate the contacts you wish to tag. You can either select the tick box next to each contact's name, or you can apply filters to find a relevant group of contacts - for example, Title contains "Customer Success".
Once you have identified your group of contacts, click the tick box next to the column heading "Full Name'". This action will select all of the results listed on the grid.
A series of bulk actions will appear at the top of your grid. Click the button "Bulk actions" and select "Add global tag".
The "Add Global Tags" window will appear including a drop-down menu of your existing Global Tags. You can select multiple Global Tags to add to your contacts. When you have finished your selection, click "OK".
These Global Tags have now been added to your selected contacts.
Bulk Action Limits
Companies can set a limit on the number of contacts that bulk actions can be applied to, in order to prevent accidental mass contact updates and messaging. The limit will be shown in all grid views, in advanced search and in campaigns.
Adding Global Tags Manually from the Contact Profile
You can add Global Tags to a contact from within their profile. To do so, first you must locate the contact in your system either by using Quick Search or filters. Once the contact has been located, click their name to open the profile.
Locate the "Tags" section on the profile. From here, click the '+' in the top right corner and choose Global Tags. This will bring up the drop-down menu listing all existing Global Tags. Select one or multiple Global Tags and click out of the drop-down to apply them to the profile.
To remove a Global Tag, click on the "x" within the Global Tag.
All changes are saved automatically. When adding or removing a Global Tag, you will see this action confirmed by a notification at the bottom of your screen.