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How to Tag Contacts in Rally

Tag contacts faster in Rally with workflows, integrations, admin tools, and manual tagging. Here’s how to do it in four easy ways.

Updated over a week ago

Tags are one of the fastest ways to group and organize your contacts in Rally.

Think of tags as lists, either static (set and forget) or dynamic (e.g., based on contact actions). You can use tags to segment by interests, keywords, events, donors, volunteers, campaigns, and more.

There are four different ways to apply tags:

1. Add Tags Automatically Through a Keyword Workflow

If someone texts in a keyword (like GOLF, VOLUNTEER, or DONATE), you can automatically apply a tag to anyone who triggers that workflow.

How it works:

  1. Go to Workflows.

  2. Select or create a workflow.

  3. Add the tag name in the Tag field when setting up the workflow.

Now every time someone texts that keyword, they are tagged automatically. This is the easiest way to group contacts by interest or action without touching data manually.

2. Tag Existing Contacts in the Platform

If contacts are already in your system, you can tag them at any time:

  1. Go to Contacts.

  2. Use search or filter by:

    • Existing tags

    • Name

    • Phone number

    • Campaign

    • Workflow (Keyword)

    • Or Advanced Filter (Funnel icon)

  3. Select the contacts you want to update.

  4. Choose Add Tag and apply the tag you want.

You can also remove tags the same way.

This is perfect for:

  • Tagging existing groups

  • Updating supporter information

  • Bulk-organizing contacts after an event

3. Add Tags When Importing a Spreadsheet

If you’re importing contacts, you can apply tags using your CSV.

Just add a column called Tags in your spreadsheet. Example:

First_Name

Phone

Tags

John

555-111-2222

DONOR, GOLF

Mary

555-222-3333

VOLUNTEER

Import your file, and Rally automatically assigns the tags.

Pro Tip: You can include multiple tags in the same column by separating them with commas.


4. Tags Automatically Through Integrations

Some Rally integrations allow you to automatically tag contacts based on the source system or trigger event.

Examples:

  • HubSpot

  • Salesforce

  • Fundraise Up

  • Zapier

  • Other CRM/marketing automation tools

Integrations can apply tags based on:

  • origin/source (e.g., “Donor on GoFundMe Pro Campaign X”)

  • behavior (donor, volunteer, subscriber)

  • custom field values

  • campaign or form used

This means tags are applied for you behind the scenes—no manual work required.

Managing and Removing Tags

You can also view and manage all tags from a single place:

  1. Go to Admin → Tags

  2. Select any tag to edit, rename, or delete it

Deleting a tag removes it from contacts but does not delete the contacts themselves.

Quick Recap

You can apply tags in Rally four ways:

  1. Workflow Keyword Trigger — automatic tagging when someone texts in

  2. Inside Contacts — search, filter, select, and tag manually

  3. Spreadsheet Import — use a Tags column when importing

  4. Automatically through integrations

Tagging is one of the fastest ways to segment your audience for campaigns, thank-you messages, donor engagement, and targeted outreach.

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