The Scenario
You are a campaign manager preparing an exclusive VIP offer. The offer goes to a specific segment: 3,000 customers who hit a purchase threshold last quarter. Their phone numbers are in an Excel workbook — column A of the 'Segment Tags' tab, with the tag name they each need in column B. All of them already exist as contacts in Dripcel. They just need the right tag added so they can be targeted with the exclusive SMS.
The bad version:
- Open Dripcel's contact search, look up each phone number, click into the contact, add the tag, and save — for 3,000 rows.
- Try to find a bulk tag feature in the UI, discover it requires uploading a CSV in a specific format, spend 20 minutes reading the documentation, and realize the CSV importer only supports overwriting all existing tags, not appending a new one.
- Hand the task to an intern, who gets through 400 rows before making an error that tags a batch of contacts with the wrong label.
The VIP offer is time-sensitive. The segment needs to be ready before the campaign goes live — and the campaign goes live Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and talks to Dripcel through its built-in integration — so you can add tags to an entire contact list without leaving the workbook.
From the 'Segment Tags' Excel tab (column A = phone, column B = tag name), add each tag to the corresponding Dripcel contact—creating missing contacts automatically where needed.
What You Get
- Every phone number in column A matched to its existing Dripcel contact.
- The tag from column B added to each contact — appended, not replacing existing tags.
- Missing contacts created automatically with the phone number and tag, so no row is skipped.
- A count of successful tag additions written back to the workbook, with 'Tagged', 'Created and Tagged', or 'Failed' written into column C for each row.
What If the Data Is Not Quite Ready
All contacts need the same tag — it's in a single cell, not a column
Read all phone numbers in column A of the 'Segment Tags' tab. Add the tag 'VIP-2025' to each corresponding Dripcel contact. Write 'Tagged' or 'Not Found' into column B for each row.
Some numbers are not in Dripcel yet — you want to create missing contacts and tag them in one pass
Read all phone numbers in column A of the 'Segment Tags' tab with tag names in column B. For each number, check if the contact exists in Dripcel. If it does, add the tag. If it doesn't, create the contact and add the tag. Write the outcome — 'Tagged Existing', 'Created and Tagged', or 'Failed' — into column C.
The phone numbers are in mixed formats — you need to normalize before matching
Read all phone numbers in column A of the 'Segment Tags' tab. Normalize each number to MSISDN format (strip spaces and dashes, prepend +1 where missing). Then add the tag from column B to each matching Dripcel contact. Write 'Tagged' or 'Not Found' into column C.
You want to normalize, create missing contacts, tag everyone, and report the outcome in one pass
Read all rows from the 'Segment Tags' tab (phone in column A, tag in column B). Normalize all phone numbers to MSISDN format. For each number: if the contact exists in Dripcel, add the tag; if it doesn't exist, create the contact and add the tag. Write a final summary — total rows, tagged existing, created and tagged, failed — into cells A1 through D1.
One prompt that handles normalization, creation, and tagging means the segment is ready before you finish your coffee.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook holding your segment phone number list, then ask it to tag every contact in Dripcel in a single pass. You can also explore how SheetXAI handles bulk contact imports or the full Dripcel integration overview.