Tags and Custom Fields When Adding Contacts

0 Votes

Managing contact attributes is painful with the available options for adding contacts.

When adding contacts using the Multiple Contacts input screen, there is no way to select different tags for different contacts. It only applies tags to all the contacts. An improvement would be the ability to lock/customize the column headings. And, a way to choose which existing tags to add to each contact.

Adding tags as "all or none" also happens when adding contacts by importing from a file. Anything listed in a “Tags” column is ignored. It only allows choosing which tags to apply to all contacts in the import file.

The only way to add different tags to different contacts is to add the contacts individually. This process is terrible though. We need to scroll down past many fields we don’t use to get to the custom fields and tags that we do use. And, once that contact is added, you must close that window and click “add contact” to enter the next. An improvement to this process would be the ability to customize what fields are on the input screen and their order as well as a prompt to save and add another in one click.


Hi @MarvinB98


Thanks for sharing this feedback with us! When uploading your contacts are the tags you're looking to import already created in your account? What are the steps you're taking to include these tags?


As for your headings, what customizations are you looking to include that may not already be an option?

Status changed to: Gathering Information
Occasional Participant

Yes, the tags are already created in the account before doing the contacts upload. As an example, I export a list to a spreadsheet. The spreadsheet will include a column for tags and list any tags on those contacts, separated by a comma. I'll add new contacts to the spreadsheet, including listing tags wanted in the tags column. When I import the spreadsheet, the new contacts are added with no tags.

About the headings, I think you’re asking about the Multiple Contacts input screen. I can scroll way down through the possible column headings and select Custom Field 1 and Custom Field 2 as headings and then enter my new contacts. Later, the next time I go to the Multiple Contacts input screen, I have to again set the columns to be relevant for us. It does not remember what I’d set my column heading to.

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