Bulk Actions - Add or Remove Tags

Erasne

Last Update il y a 7 mois

ABOUT THIS LESSON

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add or remove tags using the bulk action feature:


Step 1: Choose Your Contacts


  • Navigate to your contacts.
  • Check the box to select contact records.
  • You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.

Step 2: Choose Your Action


  • Choose the icon for “Add Tag” or “Remove Tag”.
  • In the pop-up window that appears, type in a keyword and select one or more tags to apply or remove.


Add tags:

Remove tags:
  • Then click “add tags” to add them to contacts, or “remove tags” to remove them.

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