Feature 1: Bulk Add Tags to Selected Contacts
Feature 2: Bulk Remove Tags from Selected Contacts
Feature 3: Restore Removed Tags
Note: Bulk actions can be hidden or shown to certain users from User Permissions.
Easily assign tags to groups of contacts to organize your dance studio communications.
Select Contacts:
Choose multiple contacts (students, parents, etc.) from your contact list that you want to tag.
Initiate Bulk Action:
Click on the "Add Tag" bulk action.
Configure the Action:
Provide a name for this tag action (for example, "Spring Ballet Class Enrollees").• Select the specific tags that should be added to these contacts.
Execute and Monitor:
Click on "Add Tags" to start the process.• Check the progress by clicking on the success percentages.
Clean up or update your contact tags quickly when class information changes or if tags become outdated.
Select Contacts:
Choose the contacts from your roster for which you want to remove tags.
Initiate Bulk Action:
Click on the "Remove Tag" bulk action.
Configure the Action:
Provide a name for this removal action.• Choose which tags to remove from the selected contacts, or opt to remove all tags if needed.
Execute and Monitor:
Click on "Remove Tags" to begin the removal process.• Monitor progress by clicking on the success percentages.
If you remove tags by mistake, you can now easily restore them.
Access Restore Option:
Go to the Bulk Actions page and click on the kebab menu (the three vertical dots) on the right corner of the page.
Initiate Restoration:
Select "Restore" from the menu. This begins the process of restoring the removed tags.
Monitor Progress:
The new restore action will appear in the Bulk Actions page, allowing you to track the process.
Enrollio’s bulk tag management features are designed to streamline your studio operations, keeping your communications organized and effective. Whether you’re updating your contacts for a new dance season or cleaning up outdated class tags, these tools are here to support your growing dance community.
