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How do I use Course Tags to create virtual groups of courses?
How do I use Course Tags to create virtual groups of courses?

Organise your courses with tags and create virtual groupings

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Course Tags allows you to add a 'tag' to any course in the Courses App. This tag can then be used to identify a group of courses which can then be used in a specific way in another part of the CRM.

For instance, you may wish all students selecting a course with the tag 'No-Followups' to not receive a certain touchpoint or go on to a different workflow. You'll also be able to use Course Tags to create groups of courses for publishing on public forms.

How to add a tag:

'Edit' the course. Start typing in the tags box. Any tag you've previously added will appear in a list. Add a new tag by typing and separating each tag with a comma.

How to delete a tag:

Remove tags by clicking the x on the end of the tag:

How to use tags

In Touchpoints

When using these course tags in Touchpoint conditions, please ensure you use the "Contains (tags only)" option.

In Webforms

When adding an academic block to a form, there's the option to limit the courses that appear by using the tags you've added to your courses. Edit the Academic block, open the 'courses' section of the concertina, and add the tags for courses you want to appear to the 'Filter by tags' section.

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