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Tagging Entrant Users to Create Groups for an Email Bundle

Admin users can create custom Tags for entrant users on the user list in the Administration Interface. These tags can then be used to filter the Entrant’s table and create groups that can be contacted via email using the Email Bundle functionality.

The tags are viewable on the Admin Interface only, so there is no risk of Entrants seeing the groups that you have created. It is possible to create multiple tags for Entrants meaning they can appear in several different filter options.

How to Tag Entrant Users

  1. Log into the Administration Interface
  2. Go to Actions>Users
  3. Search in the table for the user you wish to Tag and click Edit in the Actions Menu
  4. Scroll down to the Tag Table
  5. Type the Tag Name in the input field
  6. Check the Google Capture
  7. Click Save
  8. Repeat steps 4-7 to add multiple tags to a user
  9. Repeat steps 3-7 to add a tag to another user

How to Batch Tag Entrant Users

  1. Log into the Admin Interface
  2. Go to Actions>Users
  3. Click on the Actions menu on the first column to the left
  4. Select as required:
  • Add Tag – to add the selected tags to all selected Users
    • Select either an existing tag or add a new one
  • Remove Tag – to remove the selected tags form all selected Users
  1. Check the checkboxes alongside all the relevant Users
  2. Click on the OK button at the top of the first column
  3. Type in I AM SURE in the “Are you sure you want to continue?” box
  4. Click on Continue to perform the action

Note – These tags will be reported on Custom Reports as well as can be used as part of the invitations functionality.