Replacing an existing tag for manual contact uploads where contact's status has changed

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1

Hello!

I need to manually upload contacts periodically - the sales system I use doesn’t link to AC. Where a contact already exists with the tag ‘Lead’, and in a subsequent upload has now become an active customer with tag ‘Customer’ - is it possible to get AC to automatically delete the ‘Lead’ tag when the ‘Customer’ tag is added?

Or is there some way of pulling up a report of all contacts with both ‘Lead’ and ‘Customer’ tag so I can do a bulk edit?

Thanks in advance!

Cheers!
Lindy

2

Hi Lindy,

Here are 2 options that might work for you.

#1 manual / report
After the import, create a segment of contacts that contain both tags. View the contacts in the segment. Select all of them. Click the edit button and choose “remove tag”. Remove the “Lead” tag.

#2 automation
First, create a new tag, something like “NeedsCleaning”.

Next, create an automation that starts when the tag NeedsCleaning is applied. This automation will:

  • Remove the NeedsCleaning tag
  • If the tag Customer exists, then remove the Lead Tag

Last, when you import a new file, add the NeedsCleaning tag in the “Add Tags (Optional)” field during the import process.

Hope that helps.
Bill

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