Tag People During an Import

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A Tag is a static group of employees. Create a Tag and applying it to your People allows you to send targeted communications. Unlike Saved Searches, which are dynamic and update based on up-to-date data, Tags are static and can be used to send communications to employees based on criteria that's not recorded within Poppulo; for instance, all those employees involved in a particular project.

Tags are particularly useful when you've been provided with a ad hoc spreadsheet of employees that need to receive a particular message. This spreadsheet can be manually imported into Poppulo, and a Tag applied during the import so that you can easily send communications to them. ​You can Tag People using Search or Tag People using a Metric Search. Use the instructions below to tag People during an import. 

To Add your People to a Tag using a Manual Import:

  1. Go to the People area and click 'Import People'.
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  1. Follow the Import Employee process and use the email addresses of the People you'd like to add to a tag. 

  2. When you come to the screen below, choose the Tags you'd like to add your People to in the Tags dialog box.
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    Note: Create a Tag by typing the name into the dialog box and selecting it from the drop-down.

  3. Click 'Import Now' to complete the update of your People, you can verify this on the final screen or by going to Overview in the People area. 
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