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Learnify streamlines contact management by allowing you to add tags and import contacts through CSV files. Here's a breakdown of both processes: Adding Tags to Contacts: Benefits of Tags: Tags are like labels that help you categorize and segment your contacts. You can use them to group contacts based on demographics, interests, campaign participation, or any other relevant criteria. This enables targeted communication and personalized marketing efforts. Adding Tags Manually: Go to the Contacts section in Learnify. Locate the contact you want to tag. You can search by name, email, or use filters. Click on the contact to open their profile. Look for the "Tags" section (usually on the right side of the profile). Click on the "+" button next to "Tags." Start typing the tag you want to add or choose from existing tags in the dropdown menu (if available). Click "Add" to assign the tag to the contact. Adding Tags During Import: When importing contacts through CSV, you can include a dedicated "Tags" column in your spreadsheet. Ensure each row (representing a contact) has the relevant tags listed within the corresponding cell. Separate multiple tags within the same cell using commas. During the import process in Learnify, you'll see an option to "Map Fields." This allows you to match the CSV file's columns with Learnify contact fields. Make sure the "Tags" column is correctly mapped to the "Tags" field in Learnify. Learnify also allows you to add new tags during the import process. In the "Details" section of the import settings, you'll see a field labeled "Add Tags (Comma Separated)." Here, you can enter any tags you want to assign to all imported contacts, separated by commas. Importing Contacts with CSV Files: Benefits of CSV Import: Importing contacts through CSVs is an efficient way to add multiple contacts at once. This is ideal for situations where you have a list of leads or clients from another platform. CSV File Requirements: Your CSV file should be saved in a format compatible with Learnify, typically .CSV or .TXT. The first row of your CSV should contain headers that correspond to Learnify contact fields (e.g., "Email," "Name," "Phone Number"). Ensure data within the CSV is properly formatted (e.g., email addresses should be in a valid email format).