Tag management

Tags allow you to group users according to custom criteria. As opposed to having to continually manually enter all the users you wish to reach, grouping users with a tag simplifies the process. You can search, filter, and recognize using tags. 

Create a tag 

1. Click on the ‘Settings’ icon . 
2. Click on ‘User management’ .  
3. Under the ‘User management’ tab, locate the ’Tags’ tab and click it. 
4. You may modify an existing tag template or create an entirely new tag.
5. Click on, ‘Create new tag’ to open the new tag dialog. 
6. Create an appropriate name for your tag. 
7. Select the type of tag from the dropdown menu. This will allow you to configure the tag as either a dropdown menu, text box, or user directory. 
8. Check the appropriate boxes to allow filter permissions, editable by users, and/or settings and reporting only. 
9. If you are happy with your setup, move the slider button [IMAGE: slider] to ‘Active’ and click ‘Save’. 
10. The tag will now appear in ‘Active tags’. 

Activate a tag 

1. To activate a tag, find it in the ‘Inactive tags’ list and click it. Adjust the toggle switch to ‘Active’ and click ‘Save’.  

Deactivate a tag 

1. To deactivate a tag, find it in the ‘Active tags’ list and click it. Adjust the slider away from ‘Active’ and click ‘Save’.  

Edit a tag 

1. To edit a tag, find it in the ‘Active tags’ / ‘Inactive tags’ list and click it.  
2. Make your changes to the required fields and click ‘Save’ to finalize your edits.