Assessment tags allow you to categorise assessments and assessment templates. By applying these tags, you can efficiently group related items, making it easier to retrieve and manage them based on specific criteria or themes.
Adding tags to an assessment or assessment template
Tags can be added to an outbound assessment or an assessment template. To add a tag, select Overview in the assessment builder.
In the Overview side panel, you can add tags in the Tags field by clicking in its field. Simply type the tag, and a dropdown will appear showing previously added tags. Either select a previously created tag or create a new one by hitting Enter on your keyboard. Once you have finished adding tags, hit the Save button at the bottom of the side panel. If you are entering a tag that is not part of the dropdown list a pop-up will appear asking if you want to add this new tag.
Note that if you add tags to an assessment template, they will follow onto any assessments created using this template.
Filtering assessments by tag
Assessments can then be filtered by their tags in the Assessments and Templates menu.
Bulk Send - Assessment tags
To add multiple tags to an assessment please follow the steps below.
- Assessment name you have selected for bulk sending tags.
- Go to Bulk Send.
- Click the dropdown arrow and select the third-parties.
- Add the name of the product (optional).
- Add a custom message (optional).
- Give your assessment a due date (optional).
- Select multiple tags to add to your assessment (optional).