Before applying a tag to a learner or registration, you’ll need to create it first. Follow these steps:

1. Go to the Admin Dashboard – Click on the Manage Tags tile.

2. Create a New Tag – On the Tags page, click the +Create button

2. Name Your Tag – Enter a name for your tag (e.g., First-time Mom, Staff Member).

4. Save the Tag – Click SAVE to finalize.

Once created, your tag will appear in the list. You can edit or delete it at any time by clicking EDIT. There’s no limit—you can create as many tags as you need!

Video Tutorial: Create a Tag

To assign a tag to an individual learner’s profile:

1. Go to the Admin Dashboard – Click the Manage Learners tile.

2. Select the Learner – Click on the learner’s name, then click EDIT.

3. Add Tags – Scroll down to the Tags field, click the dropdown arrow, and select the desired tag(s). You can apply multiple tags.

4. Save Changes – Click SAVE to apply the tags.

The selected tags will now appear on the learner’s profile and will be included in reports associated with this learner.

Video Tutorial: Add a Tag to Learner Profile

There are two ways to apply tags within a registration:

Registration Custom Tags

These tags automatically apply to all learners who register through a specific registration form.

1. Go to Manage Registrations from the Admin Dashboard.

2. You can add tags to a new registration during setup or to an existing registration by clicking EDIT.

3. In the Registration Custom Tags field, click the drop-down arrow and select one or more tags.

4. Click SAVE to apply the tags.

Note: Tags will only apply to learners who register after the tag is added. Previously registered learners will not be tagged automatically—an admin must manually update their profiles if needed.

Registration Question Tags

These tags are applied based on a learner’s response to specific registration questions.

• During registration setup, you can include up to three questions.
• If you select Drop-down or Radio Button as the Question Type, you can assign tags to specific answer choices.

• The tag will be linked to the selected answer choice, meaning when a learner chooses that option during registration, the corresponding tag is automatically added to their profile.

This method allows for more personalized tagging based on learner responses.

Video Tutorial: Add a Tag to a Registration Form Question

To add or modify a tag in a current registration:

1. Click the Manage Registrations tile from the Admin Dashboard.

2. Find the registration you want to update and click EDIT.

3. Navigate to the Questions tab.

4. Scroll to the question where you want to add a tag. If the question type is Drop-down or Radio Button, the answer choices will be displayed.

5. Click the Edit icon (next to the trash can) for the answer choice you want to update.

6. Click Select Tags, choose the tag(s) from the dropdown, then click Update.

7. Repeat for any other answer choices that need tags.
8. Click SAVE at the bottom to apply your changes.

Reports can be generated for learners with tags applied either directly to their profiles or through a registration tag. On the Reports page, filters can be used to sort learners by tag, and the data can be exported as needed. Follow these steps to generate a list of learners associated with a particular tag.

1. From the Admin Dashboard, navigate to the View Reports tile.

2. On the Reports page, select the Learners tab.

3. Under the Learner Filter on the right-hand side, click the Select Tags field and choose the tag(s) you want to filter by.

4. Scroll down and click Filter to apply your selection.

5. The list of learners with the selected tag(s) will now be displayed.
6. To export this list, click the EXPORT button to download it as an Excel spreadsheet.