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Automatically Tagging Applicants

Tag Rules

Applicants can be tagged automatically based on the values that applicants select for certain fields on forms.

These are known as Tag Rules. To create or edit Tag Rules, navigate to Settings > Forms and click Tags.

Select a form to show all fields within the form. Select a field to display all values available for that field.

Click to type the tag that you would like to be assigned to any applicants that select that field value, and to choose the colour for that tag.

Scroll down, click Update Tag Rule to save the rules you have created.

All tag rules will be visible. Click the pencil icon to edit the tag rule for that field, or the trash icon to delete the rule.

Newly created tag rules will not apply to previous entries, but clicking Regenerate tags will apply the rule to all existing applicants.