Bulk tagging provides an option to tag several participants at once making it easy to search through your participant database using the tag.
Creating a tag is not the same as creating a group. With tags, you can create a sort of custom filter for your participants. The tag created can then be used as a filter to create a group of participants.
The steps below explain how to tag multiple participants at once and then create a group with them.
Select the Participants link from the left menu of EngagementHQ. This displays the Participants page.
2. Apply any filter that you require to help you narrow your search. Choose your required participants by selecting the checkboxes next to the screen name of the participant. You can also select the top checkbox to select all participants.
3. Enter a new tag name (or choose an existing tag) for the selected participants in the Bulk Tag Participants box.
Note: There is no option to bulk delete tags. Tags will have to be deleted by going into each individual account as shown below.
4. Select the new or existing tag from the drop down and click on Add Tags.
5. A confirmation is seen on the button itself once the tags are added as Added Tags.
6. The tagged participants can now be filtered to create a group by using the Participant Tag filter.
7. Enter or search for the tag, the filtered list of participants are displayed. Provide a group name and click on New Group.
This will create a new group of participants to use for your specific activity.
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