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Why?

What?

How?

Remove Tag Group Members From a Contact Record

Remove Tag Group Members Through Contact Lists

Removing Tag Group Members in Bulk

Additional Resources

 

 

Why?

• Update tag groups by removing members to keep them current.
  
  
• Remove members using methods from a contact record, the contact Lists section, or bulk actions.

 

 

What?

Tag Groups (unlike Quicklists) require manual updating in to remove members. The question sometimes arises of how you go about removing a contact from a tag group. Redtail offers multiple avenues to edit your tag groups, from individuals to in bulk.

 

 

How?

NOTE: This article is best reviewed after understanding how to add Tag Groups to your database. For information on that, please refer to the following:
How do I set up Tag Groups in Redtail?

 

 

 

Remove Tag Group Members From a Contact Record

 

Navigate to any contact record in your database. Tag Groups are accessed from the record's overview page in the "Keywords & Tag " tab. To edit a specific tag group, use the action dropdown menu to the left of the group. The menu will offer two options for removing the contact(s) for the group.

• • Remove from Tag Group - Removes the contact record you are currently in from the selected tag group.
    
    
  • View Members - Opens the Tag Group "Name" Members modal. From here you select the action dropdown menu for each member to Remove them.

 

 

 

Remove Tag Groups Through Contact Lists

• (A) Select "Contacts" from your left side navigation menu.
  
  
• (B) Select "Lists" from the menu at the top of the Contacts page.
  
  
• (C) Choose "Tag Groups" from the dropdown menu.
  
  
• You will be taken to the Tag Groups section.

 

 

 

 

• The Tag Groups section will show you all tag groups active in the database, how many members are tagged, the date created, and who created it.
  
  
• There are two ways to open the Tag Group "Name" Members modal and make changes to the tag group from here:
  • (A) Use the action dropdown menu for the tag group and select "View Members."
    
    
  • (B) Select the number hyperlink representing the tag group's current total members.

 

 

 

 

• From the Tag Group "Name" Members modal, you select the action dropdown menu for each member to Remove them.

 

 

 

Removing Tag Group Members in Bulk

• To remove members in bulk, bring the members of the tag group into Advanced Search by either:
  • Select the name of the tag group from your Recent icon at the top of the CRM.
    
    
  • Using the "Tag Groups" section from the Contacts Lists menu, select the name of the tag group you want to bring into Advanced Search.
    Instructions continue below image.

 

 

 

 

Select the contacts you want to remove by ticking the checkbox to the left of their name. From the Contact Options menu, select "Bulk Actions." In the Bulk Contact Actions modal, choose "Remove from Tag Group."

 

 

 

In the Remove From Tag Group modal, place a check next to the tag group(s) you want to remove the selected contacts from. Once you're chosen, click the "Remove From Tag Group" button to confirm your selections. The contacts will have been removed from the tag group.

 

 

Additional Resources

• How do I set up Tag Groups in Redtail?
• How to Make Changes in Bulk in Your Database
• (Redtail) Tag Groups Vs Keywords VS UDFs