"Tags" is a useful and easy way to manage your users. You can create and add tags to your learners in order to further categorize them. It’s especially useful for corporate training where you might split your users into different groups of customers or teams within a company.
TABLE OF CONTENTS
- How to create tags
- How to use tags
How to create tags
Tags can be added in four ways:
Add tags to a user
This method is ideal in order to add tags to specific users and not for mass tagging.
1 Go to “Users”, select “Learners” and click on the learner’s username:
2 Click on the “See all tags” link and choose one of the existing tags or type a new one (when you type a new tag, don’t forget to press Enter in order to create it).
Use an Excel file
This method is ideal in order to mass tag your learners.
Go to “Users”, “select Learners” and click on the “Add tags” option.
Create and add new tags:
You can upload an Excel file with the users’ emails and the tags you want to create (a sample Excel file is provided in your school in order to create yours). In case you choose the “Overwrite” option, the existing tags will be removed from the specific users and the new tags will be added.
Add existing tags:
The procedure is really easy:
1 Upload an Excel file with the users’ emails (you can also use the sample Excel file and leave the tags column blank).
2 Click on the “See all tags” link.
3 Select the tags you want to add to the learners included in the Excel file.
4 Click on the “Add tags” button.
In case you choose the “Overwrite” option, the existing tags will be removed from the specific users and the new tags will be added.
Tag users via your User Segments
Just 4 steps to go:
1 Go to the “Report Center” and select the “User Segments” menu.
2 Apply your search filters.
3 Click on the “Add tags to users” option.
4 Choose one of the existing tags or type a new one (when you type a new tag, don’t forget to press Enter in order to create it).
Add tags via custom sign-up fields
When you create a custom field in your sign-up form, you can select to add the user input as a tag. This option is available if you choose Dropdown or Radio buttons as the custom field’s type.
The tag is created according to the following format: Data Key_sign up field tittle_user choice.
How to use tags
User tags can be used:
In User Progress & User Segments
This way, you can filter, sort your results and, of course, export the relevant data from the User Progress & User Segments menu
In the export of Users or Leads reports
You can filter your leads by the tag and create powerful personalized campaigns and newsletters for them with email marketing integrations.
In Sections and widgets visibility
With tags, you can choose sections or specific widgets which will be visible only to users with the respective tag.
1 Click on the section or element you want to modify.
2 Click on the “Actions” tab.
3 Select the preferred tags to add in the “Visibility” option.