Adding or Deleting a Tag from all Constituents on a List

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Sometimes it is useful to be able to either add or delete a tag to all constituents on a list, this can be done as follows:

  • Create your list in the normal way, ensure you add the constituent number to your data view.
  • Press the Tag button shown at the top of the list display highlighted with the yellow box in the example below 
  • If you want to add a tag
    • Choose the tag you want to add
    • Press the Add Tag to Constituents button
  • If you want to delete a tag
    • Choose the tag you want to delete
    • Press the Delete Tag from Constituents button

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  • The process will then start and a message will be displayed - e.g.

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  • Once it has completed an email will be sent to you to confirm, e.g

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Note: This action can't be undone within the List.

 

Top Tip: it is advisable to download your List prior to adding or deleting tags - by doing this you will have the list of constituent numbers that were updated and you can then use the File Uploader to add or remove tags if needed.

 

For larger data sets, it would be swifter to add the Tag using the AutoTags feature: Auto Tagging

 

 

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