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Removing Contact Tags from Multiple Contacts in Stack

Efficiently manage your contact data by using Stack's Remove Tags bulk action. Whether you're updating segments, restructuring your CRM, or clearing outdated metadata, this feature helps maintain accurate records swiftly. Let's explore how this works, why it's beneficial, and how you can perform this action.

Table of Contents

Understanding Bulk Tag Removal

Removing tags from multiple contacts at once allows you to clean up or reorganize your contact data efficiently. This is particularly useful when:

  • Contact segmentation needs updating
  • Campaigns have concluded
  • Irrelevant tags clutter your CRM

Instead of editing each contact individually, bulk removal ensures quick and consistent updates.

Benefits of Bulk Tag Removal

Streamlining your CRM maintenance with bulk tag removal offers several advantages:

  • Time-saving: Remove tags from numerous contacts simultaneously.
  • Accuracy: Eliminate outdated or incorrect tags that may affect automations.
  • Organization: Maintain a well-structured contact tagging system.
  • Clarity: Reduce confusion by clearing unused or overlapping labels.
  • Reporting: Support accurate reporting by removing invalid groupings.

How to Remove Tags in Bulk

Follow these steps to remove tags from one or more contacts directly from the Contacts page:

  1. Navigate to the Contacts Tab

    • Access your contact list by clicking on Contacts in the left-hand navigation menu.
  2. Select Multiple Contacts

    • Use the checkboxes to select the contacts you want to update. You can select individual records or apply filters to narrow down groups.
  3. Click the Remove Tags Icon

    • With your contacts selected, click the Remove Tags icon in the top action bar to open the bulk action panel.
  4. Add Action Name

    • Enter an Action Name in the pop-up to identify this operation later in the Bulk Actions dashboard.
  5. Remove All Tags from Selected Contacts

    • To clear all tags, check the Remove all tags box. This option is ideal for cleanup tasks or starting fresh with a new tagging structure. Ensure you want to remove all tags before enabling this.
  6. Select Tags to Remove

    • Use the Tags dropdown to choose specific tags to remove. This is useful if you want to keep some tags intact. Avoid selecting the Remove all tags checkbox if only specific tags should be removed.
  7. Confirm the Action

    • Once your preferences are set, click the Remove Tags button to initiate the process. A confirmation pop-up will appear.
  8. Monitor Bulk Action Status

    • After submission, a confirmation will display. Click Check Progress to track the real-time status of the action.
  9. Review Results in Bulk Actions Dashboard

    • The Bulk Actions dashboard logs all tag removal tasks. Here, you can view the operation name, initiation time, completion time, and detailed results via the Show Stats link.

Frequently Asked Questions

Q: Can I remove multiple tags from contacts at once?
Yes, you can select multiple tags to remove in one bulk action by choosing them from the dropdown in the Tags field.

Q: Will removing tags delete any contact data?
No, removing tags only updates how contacts are grouped or segmented and does not delete any contact information.

Q: Can I remove all tags from selected contacts in one action?
Yes, simply check the Remove all tags option in the action window to clear all tags from the selected records.

Q: Can I undo a bulk tag removal?
Tag removals can’t be undone directly, but you can reapply tags using the Add Tags bulk action if needed.

Q: Where can I see which contacts had tags removed?
Visit the Bulk Actions tab and click Show Stats next to the relevant action to view detailed contact lists and success status.