Remove Contact Tag
This action removes the selected or all tag(s) from a student's record. Tags are commonly used to categorize students based on their class enrollments, participation levels, or dance style interests. By removing a tag, you can refine your student segmentation and adjust the workflows they are part of.
Tags
Description: Select the tag(s) you wish to remove from the student's profile. You can choose multiple tags if needed.
Remove All Tags
Description: Toggle this option on to remove all tags from the student's record. When this toggle is enabled, the "Tags" field will no longer be accessible.
Action Name:
Enter a meaningful name for the action that reflects its purpose. For example, "Remove Ballet Beginner Tag" clearly indicates the function of the action.
Tags:
Click on the "Select a tag" dropdown to choose the tag(s) you want to remove from the student's profile. Multiple tags can be selected if necessary.
Remove All Tags:
Toggle on the option if you wish to remove all tags from the student’s record. Note that when this toggle is switched on, the "Tags" field will be disabled.
Customer Replied:
Use this trigger when a parent communicates a change in their child's interest (for example, opting out of a dance class). In this case, you might remove tags like "Enrolled in Ballet" to reflect their updated status.
Appointment Status Changed:
Utilize this trigger if a student’s class appointment is canceled or rescheduled. This might involve removing tags such as "Class Confirmed" to accurately update their current status.
Survey Submitted:
When a survey response indicates that a student is no longer interested in a particular dance class or style, use this trigger to remove tags that identify them as active participants.
Imagine you are running a campaign where students are initially tagged as "Ballet Enrolled" when they sign up for a ballet class at your studio. If a student misses a class, you might choose to remove this tag to avoid sending them follow-up communications meant for currently enrolled students.
Action Name:
"Remove Ballet Enrolled Tag"
Tags:
"Ballet Enrolled"
Workflow Steps:
Trigger:
Class Missed – This trigger initiates when a student misses their scheduled ballet class.
Action:
Remove Contact Tag – This action is configured to remove the "Ballet Enrolled" tag from students who do not attend the class.
Additional Action (Optional):
Update Contact Field – Optionally, add a new tag like "Missed Class" to segment these students for future follow-ups or to enroll them in a make-up class workflow.
By configuring your workflows in this manner, you can ensure that your Enrollio CRM accurately reflects the current engagement levels of your students, helping you manage your classes and communications effectively at your dance studio.
