To streamline user management in LearnWorlds, you have the option to execute bulk actions, facilitating faster and more efficient administration of your users. Among these actions is the ability to conduct bulk tagging, enabling you to seamlessly tag multiple users in one go.
1. Navigate to Users → All Users.
2. Hover over Bulk actions, and click on Tag users.
3. Prepare the .xls or .xlsx file. Each Bulk action option offers a template Excel file. You can download it, add the data, and re-upload it. The template file contains 2 mandatory columns: email and tags.
If you wish to add more than one tag, add the semicolon symbol (;) between the tags. Here is an example of how the file should be:
4. Specify if you want to add a universal tag to all the users included in the file. If you have already added the tags in your excel file, you can skip this step as it's optional.
5. By enabling Overwrite tags, previous tags of the specific users will be deleted, and only the new tags will be added.
6. Add a Name for Users Actions log, to identify the progress of your Bulk action.
7. Click on Add Tags.
Tag Manager
If you want to manage your tags on our platform, you can easily do so by navigating to the Tag Manager page. To get there, you need from your admin's dashboard to click on Users → Tags.
If you want to learn more about managing your tags on our platform, please check out our relevant article here.
Notes:
- Once the bulk action is completed, refresh the page to see the added tags.
- To find the record of your Bulk actions, navigate to Report Center → Users Action Log. You can find more about the Users Action Log here.
- When downloading the default template, it's important not to make any changes to the Headers row. The titles should remain the same and not be reordered, renamed, or added to. Otherwise, the upload will not be completed.
- Make sure to clear the format when copy-pasting information in your Excel file, such as links on the emails or rich format on font styles. Otherwise, the import will not be completed.