Each student record can contain tags. These are visible in the Student Record Card in the Student Database app. Tags are uses to identify students so they can be:
searched for in a segment's filter
searched for in a manual Find
searched for in the Students listing
used in the conditions for an Automation
used in the conditions for a Touchpoint
Adding tags manually (one at a time)
Click and start typing, it will auto-fill if the tag already exists. You can store as many tags as you like against each student.
Adding tags from email reports (in bulk)
Find the students who did or did not open a particular email campaign or email touchpoint and tag them all at the same time. See: https://help.student-crm.com/en/articles/4179923-tag-students-from-email-reports
Adding tags from Segment results (in bulk)
You can add a Tag to all students in your results list when you run a Student Database Segment. See: https://help.student-crm.com/en/articles/4437798-tag-students-from-segment-results
How to manage your Student Tags (super users only)
Go to your Setup tab and click 'Tags' tab:
Here you can:
Edit an existing tag (the change will be applied to all records instantly, example: if, as above, you have 169 students with the tag "UCAS 23 Sep 2023" applied, and edit that tag to be "Attended UCAS 23 Sep 2023", then all 169 students get the new tag and the old one is removed.
Delete an old tag, but only if it has no students with that tag applied.
Create a new tag, but it must be unique.
Jump to your tagged records, click the blue count link and it searches for records with that tag:
FAQs:
Q. How long can a tag be?
A. 255 characters, including spaces.
Q. If I have based an Automation on a tag, and I edit that tag, what happens?
A. You will need to update the text in your automation condition too, as the automation will continue to search by the old text in tags, as before.
Q. Where can I manage tags now?
A. In Setup > Tags tab in Student Database (SDB).
Q. Where might I be able to manage tags soon?
A. We'll eventually be rolling out bulk tag management to all places you can add tags. However, there are a lot of places in the platform which do this, so keep an eye out for further announcements.