❗Good to Know Before You Start
❗Good to Know Before You Start
On the Enrollments tab, the Enrollment Tags column has to be added to the table before the bulk tag icon will appear
Each tab only lets you bulk edit its own Tag type — Enrollment Tags on the Enrollments tab, Account Tags on the Accounts tab, and Enrollee Tags on the Enrollees tab
How to Add or Remove Tags in Bulk
To add or remove more than one Tag at a time, follow these steps.
Step 1 — Select Rows and Choose Add or Remove
Select the checkboxes on the left side of the rows you want to update — the bulk tag icon appears once at least one row is selected
Click the bulk tag icon, then choose whether you want to add or remove Tags
Step 2 - Select Your Tags
A drawer listing your Tags opens — from here you can select the Tag(s) you want to add or remove, or create, edit, and delete Tags just like anywhere else in Enrollsy
Once you've made your selections, click Submit
Step 3 - Review Your Results
After you click Submit, a results page shows the status of each Tag as it's applied to your selected rows in real time, so you can confirm everything applied correctly
A Note on Duplicate Tags
You don't need to check which rows already have a Tag before adding it — Enrollsy skips any row that already has that Tag instead of creating a duplicate
The same applies when removing Tags — Enrollsy skips any row that doesn't have the Tag, so there's no need to sort rows beforehand
Where Bulk Tagging is Available
You can bulk add or remove Tags from several places in Enrollsy.
Admin Portal
Enrollees table, Enrollments tab. Only Enrollment Tags can be added in bulk under Enrollments
Enrollees table, Accounts tab, Only Account Tags can be added in bulk under Accounts.
Enrollees table, Enrollees tab. Only Enrollee Tags can be added in bulk under Enrollees.
Leads page
Classes page, under each Class. All tags (Enrollment, Account, or Enrollee) can be bulk added on the Classes page.
Classes page, under Unassigned
Classes page, under Waitlists
Instructor Portal
Instructors can only edit Tags if their profile has the Can edit customer account information permission turned on in the Admin Portal
Classes page, under each Class. All tags (Enrollment, Account, or Enrollee) can be bulk added on the Classes page.
Filtering by Tags — And/Or Logic
When you filter the Enrollees table by more than one Tag or multi-select custom field, you can choose whether rows must match all selected Tags or at least one.
Open the filters and select more than one Tag or multi-select value — a box appears asking whether to use AND or OR logic; OR is the default
The filter chip shows an icon indicating which logic is applied
