Bulk Add and Remove Tags from Contacts

SEARCH OUR BLOG

CATEGORIES

Categories

FOLLOW US

These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily, add selected tags, remove selected/all tags from selected contacts and restore them when needed. 

This feature is currently live via Labs.


IN THIS ARTICLE

Bulk Actions can be hidden or shown to certain users from User Permissions.


Feature 1 – Bulk Add Tags to Selected Contacts

You can select multiple contacts and add tags using a bulk action.
How to: 

Step 1: Select a few contacts

Step 2: Click on “Add Tag” bulk action

Step 3: Name the action and select which tags should be added to these contacts; then “Add Tags”

Step 4: Check the progress by clicking on the success percentages.

sF8R99COUpbzk BO1pmE3rlZZap3XJaVsQ

gDg PuvVEDqtXDLQPAMGAsobHDbQlgCkCw

DHP0k8TFL bWeXbGLw68ziSduYZFZ1 zPA


Feature 2 – Bulk Remove Tags to Selected Contacts

You can select multiple contacts and remove tags using a bulk action.

How to:

Step 1: Select a few contacts

Step 2: Click on “Remove Tag” bulk action

Step 3: Name the action and select which tags should be removed to these contacts; or option to remove all tags.

Step 4: Click on “Remove Tags”

Step 5: Check the progress by clicking on the success percentages.

uB1CFUayPcKQasoFnHTeXwuy8WNCmAcaaw

ZHmjM8lL3TEfA FDWFft6Yr8JNXbrdOd8Q

ZXYx5IIOfTg9oAR4KXwpUtMkl rBY2 gMg



Feature 3 – Restore Removed Tags 

You can now restore removed tags now.

How to:

Step 1: Go to Bulk Actions page and click on the kebab menu (3 dots menu) on the right

Step 2: Click on Restore and this will start the restore process

Step 3: The new action would start appearing in the bulk actions page as a new action


igMGPRN0s2p2VEK3UKWORW4tkuiGKkWwpg

7HyZtxiMNfSq4aI2w9K8hK bV7bHiTeU6A