❗Important Note About Bulk Tag Icon
❗Important Note About Bulk Tag Icon
The specific Tag column(s) have to be selected for the bulk tagging icon to display on the Enrollee Table. In the example below, we selected the "Enrollment Tags," and the "Enrollee Tags."
Be sure to select the boxes on the left first, then the icon will display.
Where Bulk Tagging is Available
The following are the places within Enrollsy where you can bulk add or remove Tags.
Admin Portal
Admin Portal
The Enrollees table under "Enrollments":
The Enrollees table under "Accounts":
The Enrollees table under "Enrollees":
The Leads page:
The Classes page under each Class:
The Classes page under Unassigned:
The Classes page under Waitlists:
Instructor Portal
Instructor Portal
NOTE: Instructors can only edit Tags if they have the permission "Can edit customer account information" checked in their profile in the Admin portal.
The Classes page under each Class:
How to Bulk Add or Remove Tags
To add or remove more than one Tag at a time, follow these steps.
Step 1 - Bulk Add/Remove
Click the Tag icon to see two options to bulk add or bulk remove Tags from the selected rows. Choose one of those options.
Step 2 - Select Tags
After choosing if you are going to add or remove, a drawer listing Tags will display. In this drawer, you can do all the things you normally can with Tags, including creating new Tags, editing Tags, and deleting Tags. Select the Tag(s) you want to add/remove and then click submit.
Step 3 - Results
After clicking submit, the drawer will show a results page. This page shows you the status of adding/removing the Tags to the rows in real time. It will step through one Tag at a time, and you can watch to verify that all the Tags you want to get applied properly.
Note About Duplicates
To make this process even easier for you, we made it so that you don't need to worry about if the Tag you are trying to add or remove is already on the rows selected. If you are adding Tags, the system will know if the Tag already exists and not add a duplicate.
If you are removing Tags, the system will know if the Tag doesn't exist and do nothing. So there is no need for you to make sure to select only the rows that need the new Tag or rows that need the Tag removed.
And/Or Logic
To assist you in finding the data you are searching for, we have added the ability to have and/or logic with Tags and multi-select custom fields on the Enrollees Table. This means you can filter the table to only show rows that have ALL the Tags selected, or you can show the rows that have AT LEAST ONE of the Tags selected.
When you open the filters and select more than one Tag or a multi-select value, a box will display underneath your selection asking which form of logic you want. The default is 'OR' which is how the filter was working before this change.
The chip displaying the applied filter will also show an icon of what type of logic you selected.
