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There are a number of ways to create a tag to view a group people together. Let’s start with the basic one first.
Creating a new tag through Settings
- On your Dashboard page, select Settings in the top right corner.
- On the Tags menu, select New Tag.
- Enter in a unique name for your tag. This is a required field.
- Enter names in the Add Assessees or tags field, or import them via .csv using the steps below.
- You can finish here and select Save, or you can write an optional description, or control what contacts can do with this tag.
- Select Save to create the tag.
To import names to a tag via .csv
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Creating a new tag when setting up filters in cMetrics
- From your Dashboard, select Analytics from the banner. You’ll default to the cMetrics tab.
- Begin entering in names in the Filter by Tag or name field.
- Select the Green Tag, and in the drop-down, select Add to Tag.
- Enter in a unique name for your tag.
- Hit Save.
Creating a new tag when doing a search in cTalent
- From your Dashboard, select Analytics from the banner.
- Click on cTalent.
- Begin entering in names in the Search for a Tag or Name field
- Select the Green Tag, and in the drop down, select Add to Tag.
- Enter in a unique name for your Tag.
- Hit Save.
Creating a new tag when placing an order
- On your Dashboard, select Place an Order.
- On the Place an Order page, select Edit across from Tags.
- Enter in a unique name for your tag.
- Hit Save.