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.

 

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