Question

Is there a way to replace tags in Mailchimp when client status changes?

  • 25 October 2021
  • 4 replies
  • 62 views

Hi,

So I add clients to mailchimp using an excel file and they’re setup with a set of tags, one being either active or prospect.

 

When a client changes from prospect to active at the moment a new “Active” tag is created but the “Prospect” tag remains.

 

When a client changes status I’d like to remove the old status tag and add the new one… Can anyone help with this?

 

Lewis


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4 replies

Userlevel 5
Badge +6

Hey @LnashDA ,

 

Just a query before i share the solution. Do you want to remove both the old status tags? or remove only the Prospect tag?

Thank you for such a quick reply!

 

Yes, I’d like to remove prospect and replace with Active.

 

Fingers crossed you have this solution!

 

Lewis

Userlevel 5
Badge +6

Hey @LnashDA ,

 

You can remove old status tag with below action - 

 

 

Or you can make custom Webhook Call on below endpoint - 

https://mailchimp.com/developer/marketing/api/list-member-tags/add-or-remove-member-tags/

 

Learn here how to make custom webhook call on Zapier (https://zapier.com/apps/webhook/help)

Thank you so much!