Step 1: To identify the population to be adjusted, navigate to the Workflow & Automation App > General > Queries > Create New Record ().

Step 2: In this use case, the user will select Filter: Contacts Select: Contacts > CONTINUE

Step 3: Include the Contact ID and for this use case the Filter of Group Names = Demo - Reps

Step 4: Once the population has been identified, click SAVE and name the query

Step 1: To remove the group, tag, or list, navigate to the Workflow & Automation App > Workflow > Triggers > Create New Record ().

Step 2: Select List Opt Out from the drop-down and click next.


Step 3: Search for the query created above for removal of the list (or group/tag). Click next to continue.



Step 4: Name the job and select a Start time if applicable.

Step 5: Select the necessary Clear field. In this use case, the user will be selecting Clear Lists from the "Demo - Reps" opt in list.

Note, from the subsequent drop down of Lists this will assign a specified list after clearing the contact list. 

Step 6:Click next once all selections have been made

Step 7: Review the job and click Process to initiate.Click OK to verify.

Before:

After:

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Instructions - Scheduling a Recurring Bulk Removal

Once the initial job has been executed, the user can schedule the removal job as a recurring activity.

Step 1: To do this access the Automation & Workflow App > Workflow > Triggers > locate the job executed in the steps above.

Step 2: From the Actions column select Schedule 

Step 3:Name the schedule, select a start date if appropriate and description if needed. Click Save to secure.

Step 4: Navigate to the Triggers tab.Use the first dropdown to select the frequency and the second dropdown to select when the action will be completed. For example, if the user wants the assignment to be removed weekly, select the week and then select what day the action will be completed.

Step 5: Click ADD and the selection will appear.

Note: The user can modify or deactivate jobs in the future by accessing the Automation & Workflow App > General > Job Schedule

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FAQs & Additional Reading

Q. I would like to only remove one opt in list and not all opt in lists. How can this be achieved?

A. This is feasible through support of the Import Job functionality. See our Help Center Article Assigning Groups, Tags, and Opt- In Lists Through Importer. See the FAQs for use of the "Opt-In List (csv) (removal)" field.