Bulk Add and Remove Tags from Contacts

Modified on Fri, 6 Sep at 12:49 PM



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


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.

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.



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


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