How to Schedule Adding or Removing Tags

Step-by-Step Walkthrough

1. Navigate to the Automations page.

2. In the top right corner, select the "New Automation" button.

3. Scroll down to the "Add Remove Tags" card and select the "Create" button.

4. If you want to understand how this works, watch the video in the question mark next to the "Add Remove Tags" title at the top of the page.

5. Select your group.

6. Set when you want the automation to start and determine how you want the automation to run.

7. Add a tag to the "Add Tags" input, or add a tag to the "Remove Tags" input. You can add, remove, or do both.

8. Once you have everything set, select "Review" in the top right corner.

9. Here you’ll see your added tags, removed tags, and all contacts that are affected by this automation.

10. You can also verify the information in the center of the page underneath "Add Remove Tags."

11. Once you’ve confirmed everything, select "Launch" in the top right corner.

12. All of your live or drafted automations will be on this page.