Method Community

I have been using tags to send emails to my prospects and customers with the campaign function. Each day I tag the people I want to email and then send one email to the list. The only problem is that then I have to go back and un-tag the people I emailed, which takes a lot of time. Is there a way to remove a tag from a group of contacts?

Hi haydenareadb,

You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method.

First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. This will generate a CSV file that you can open up in Excel. Do that, making the changes you want (go through and remove your tag(s) from the appropriate contacts) and saving the file somewhere on your computer.

Next, go back to the Import / Export Tool and import your modified CSV file back into the Contacts table. You'll want to make sure to select Update existing records by matching the key fields and select RecordID as the key field on Step 2 of the import.

You can use the same process to add tags to multiple contacts at a time, just add your tag to the TagList field rather than removing it. Just keep in mind that in this situation, you'd have to go in and create the tag manually beforehand. You can only use the Import / Export tool to apply tags to your contacts if those tags already exist.

We have a Help Center article on how to use the Import / Export Tool in case you get stuck, you can find it here. :)

Hope this helps.

- Justin

One more thing.

If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter with script here.

In your situation, your script would look something like this:

TagList LIKE '%TagName%'

Where "TagName" is the name of your tag.

- Justin

Okay, so I got it to work successfully to un-tag. However, it's still pretty clunky. Is there any way I can get each tag into its own cell? That would make deleting one of the tags much easier.

Thanks,

Hi haydenareadb,

There isn't a way to get each tag into its own cell, however you can use Microsoft Office's Replace command to replace text in a string (e.g. "tag3," in "tag1,tag2,tag3,tag4") within Excel. This MS Office support article explains how to accomplish this.

Hope this helps.

- Justin