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Tags - Mass update - Mass Delete

 


Tags


 

  • Tags can be assigned to a group of people by Filtering the Contacts, clicking on >> and then clicking on the three bars icon in the top right corner and choose Add Tags.
    Screen_Shot_2021-02-23_at_3.09.44_PM.png
  • After Selecting Add Tags you can type in the name of your tag, and then Select Tag Them Now to Tag them.
    Screen_Shot_2021-02-23_at_3.11.20_PM.png

  • Tags can also be removed from a group of Contacts by taking the same steps, but choose Remove Tags instead!

Screen_Shot_2021-02-23_at_3.15.04_PM.png

  • After Selecting Remove Tags you can type in the name of your tag, and then Select Remove Tag to remove the specified tags.
    Screen_Shot_2021-02-23_at_3.16.15_PM.png

Take a look at this article here for more details on Filtering your Contacts!

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Comments

  • Avatar
    Darrell Catmull

    When? Please, when? I'll wait.

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    Gary Hall

    No ETA yet.

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  • Avatar
    Darrell Catmull

    I just figured it out. Please Que up how to do this in the Walkme app.

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    Laura Bruno

    How can I ASSIGN tags to a group of transactions? I want to mass tag transactions that closed by year.

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