How to tag multiple contacts or add them to a funnel
Select multiple contacts in the list and apply a tag or send them all to a funnel at once, without opening them one by one.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Bulk selection saves time when a group of customers needs the same treatment: marking who's a student, for example, or placing whoever requested a trial class into a funnel.
Where to find it in Cognizy
Before you start
- Create the tags in .
- To use the funnel, have a funnel already created in .
Step by step
- Step 1:
Open and check the box to the left of each contact. To select the whole page, use the checkbox at the top of the list.
- Step 2:
A bar appears showing the number selected. Click Add tag.
- Step 3:
Click the tag. It's applied to all selected contacts.
- Step 4:
To send the same contacts to a funnel, click Add to funnel.
- Step 5:
In Funnel, choose the funnel and check Enter at stage to see where they'll start. Click Add 2 contacts (the number matches your selection). Anyone already in the funnel stays where they are.
- Step 6:
Check the Tags column in the list: contacts now show the applied tag.
How to know it worked
The selected contacts show the tag in the list and appear in the first stage of the chosen funnel.
If something goes wrong
The tag list is empty.
No tag has been created yet. Create one in Settings › Tags and go back to the contact list.
Next step
Track these contacts on the lead funnel board.
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