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A better way to manage tags and lists, please!

0 Votes

A better way to manage tags and lists, please!

When you are looking at a contact list, the on-screen columns need far more information. Specifically, the contact list should show:

 

1. Every list the person is on

2. Every tag the person is associated with

3. Allow sorting and filtering on said lists and tags

4. Allow multi-select action on said lists and tags

 

Since that's not happening, does anyone have a good way to clean up a list?  That is, I have people who have landed on multiple lists and have multiple tags. I want to find them (in bunches, not one at a time over 30,000 names) and I want to un-check them from various lists and tags and apply it all at once. 

 

E.g. I have Lists A B C. I want to:

 

1. Open up List A

2. See everyone on List A that is also on List B or C

3. Remove them from Lists B and C

 

Same thing with tags. 

 

I'd rather not have to download and upload fifty spreadsheets. This should be doable with about five clicks, but it's not.  I thought the Manage Tags option was the solution, but it only works on single contacts at a time as far as I can tell, and hence it's useless. Any ideas?  

5 Comments
CTCT Employee
Status changed to: Open Questions

Hello @BrianS7168 ,

 

I agree and apologize this is not easier to accomplish. We have work being done to make things like this easier, including a new Contacts Redesign that we are currently Beta testing. When the redesign is fully launched, we will have the ability to manage Tags in bulk and it should be a bit easier to target contacts on multiple lists.

 

In the meantime there isn't a great workaround for finding who those contacts are without using Excel, however if the end goal is to remove List A from Lists B and C, you can go into List A > check off all the names > Manage Lists > Remove from Lists and this will give you the option to choose which lists you want to remove the selected contacts from (Lists B and C in your case). You won't know WHO it affected but you'll know that there is definitely no one in List A that are also in Lists B or C anymore.

 

If this does not help, you can also give a call to our Support Team and they are more than happy to help clean out lists with you or provide real time workarounds that may suit your specific needs! Hopefully when the redesign is out, this will no longer be a pain point. Thank you again for the feedback!

Occasional Contributor
I had to download all my lists and clean them up in a spreadsheet on my desktop. A simple task like ensuring no duplicates between email lists took a day. I already hear you chirping in and saying but we don't duplicate emails for a contact. YES only if I send out one huge email using all the lists. I send out an email with a salesperson's individual name to their individual email list (the optimum way). There may be duplicates between salespeople's email list (is that surprising?) . Your duplication tools DID NOT MEET my needs. I tried and had to ask for someone to reset my contacts. OBTW they waited two days and reset it back to the wrong lists.
Moderator

Hi @MaryO04. I'm so sorry that this happened to you. I see that a member of our upper level support team worked with you to restore contacts. Since they were working with you over email and to eliminate the possibility that there is any kind of miscommunication between us and the agent, I would recommend that you reply to the email they sent a few weeks ago so they can work with you further.  

Occasional Contributor

I submitted this as feedback. So I guess this is being treated as a one time thing. So much for submitting feedback

 

Moderator

Hi @MaryO04. I apologize if I misunderstood your feedback. I wanted to make sure that you were assisted properly by our Support team. As Beatriz mentioned above, we are working to improve Contacts and how your contacts can be managed when they are on multiple lists. Keep an eye out for updates!