Tag People using Search

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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. Tags are particularly useful when you've been provided with an ad-hoc list or a spreadsheet of email addresses that need to receive a particular message. 

Use the instructions below to Tag People using a Search:

Note: This solution should only be used as a back-up. Sending to a Saved Search is more efficient than sending to a Tag, due to the fact that a Saved Search are dynamic and will update based on your People data. A tag is a static group of People.


To Apply Tags to your People using a Search:

  1. Run a Search to target the People you'd like to apply a tag to. 
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  2. All People matching your search criteria will be displayed on the results page. Use the checkbox beside each email address to choose the People you'd like to remove the Tag from. Scroll down to the bottom of the results and select Tags.
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  3. 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, as shown in the example above.

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