How do I create tags and assign them to my contacts in BOMA?

A Tag is a label attached to a contact or group of contacts that helps you to identify them.

Tagging contacts in your BOMA database is useful, as it allows you to group them into specific segment and send relevant email campaigns.

For example, you could create a tag for an industry sector (e.g. retail, agricultural, trade), location (e.g. Sydney, NSW), customer or client type (e.g. tax, advisory). You can have as many groups and tags as you need.

You can also use tags to identify their status such as 'new lead' vs 'client'.

Below we'll cover 3 ways you can add tags to you contacts.

First, make sure you are on the main BOMA Contacts page.

1. Add a tag to an individual contact one at a time

Click into contact you want to add the tag to.
Scroll down to the Tags field and then either add the tag by selecting from the drop down menu or create a new one. To create a new tag simply type the new tag name into the drop down menu field and then click ok to save the new tag.
Then, back in the main tags field click Save to add the new tag to the contact.

2. Apply a tag to many contacts at a time

Select contacts using the tick box on the left hand side - you can also click the top box to select all the contacts on a page.
Choose Add Tag from the dropdown.
Choose the tag/s you want to apply or create a new one.
Click Add Tag button to add the tags to the selected contacts.

3. Apply tags when importing a list of email contacts

Importing a CSV file is the quickest way to get a larger list of contacts into BOMA. You can tag every contact in the file as part of the import, so they’re ready to target in your next email campaign.

For example, import your tax clients with the tag ‘tax clients’, then send them a campaign that’s relevant only to them.

What if a contact is in more than one list?
BOMA identifies each contact by their email address. If the same person appears in two files you import with different tags, they get both tags but appear in your database only once. For example, a client in both your ‘tax clients’ file and your ‘VIP’ file will have both tags, but BOMA will combine them into a single contact record.

Step 1: Prepare Your File

Download the example CSV file from the import screen in BOMA or here. It shows the column structure you need to use.
Copy your contacts into the example file, keeping the column headings as they are.
Save the file as a CSV.

You don’t need a tag column in your file. Tags are added during the import, in Step 3.

Step 2: Upload Your File

Click Contacts in the left-hand menu.
Click Import CSV.
Select New Import.
Upload your CSV file and follow the onscreen instructions.

Step 3: Add Tags to Your Import

Choose an existing tag from the dropdown, or type a new tag name to create one. You can add more than one tag.
Choose who the tags apply to:
- All contacts in this file, including any who are already in your database
- Only new contacts, so existing contacts keep their current tags
Click on the Import button.

Step 4: Check Your Contacts

Go to Contacts and search or filter by the tag you just added.
Check the number of contacts matches your file.

Your tagged contacts are now ready to select as an audience in your next email campaign.