Tag People using a Metric Search

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Tags are static groups of People and can be used to send communications to employees based on criteria that's not recorded within Poppulo. You can Create a Tag and then Apply Tags to People allowing you to manually group employees during a Search or Import, and send targeted communications. 

Use the instructions below to Tag People using a Metric Search.

Note: This solution should only be used as a back-up. Sending to Saved Searches is more efficient than sending to a Tag due to the fact that a Saved Search will update every time it's used, ensuring you're always using up-to-date employee data. A tag is a static group of People. Tagging the results of a Metric Search is recommended as Metric results are rarely used, for sending purposes, more than once. 

To Apply Tags to your People using a Metric Search:

  1. Run a Metric Search to target the People you'd like to apply a tag to. 

  2. All the People matching your search criteria will be displayed on the results page. Use the checkbox beside each Email Address to choose who you'd like to add to a tag. 
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  3. At the bottom of the results, click the Tags button.
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  4. Select the Tags you wish to add to your People, then choose Save.
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    Note: You can also remove tags from your People here. 

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