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  • Automation
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  1. General

Tags

A way to organise you work force

Last updated 3 months ago

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Tags are an easy way of organising the people or things in your event database. These are shown at strategic places throughout the platform for quick indication this thing has one or multiple tags that need your attention.

When you create a new tag you have the option to pick a color. This is another way of categorising your data.

Show on checkin page?: Do you want to display this tag on the personal checkin pages? Hide it if it doesn't serve any need as this will make the page less cluttered.

Show on attendance?: Show this tag on the attendance location page?

Show on stock lease?: Show this tag on the "new stock lease" page?

Automation

Tags can be attached to people and things. You can do this work manually, automated or both. Automation works the same way our are automated.

  • Create a

  • Create a tag

  • Click the "Automation" button

  • Hook up that filter

After automating your tag the platform will continuously update the tagged objects depending on that filter.

Examples

Here are some good examples from our events that have used tags:

  • Camping wristband (automated): When people register for the event they are asked a question wether they want to sleep at the camping. Using a filter all people who answered "yes" were automatically given this tag.

  • No Job (automated): All people who arrived at the event checkin should have at least one job. Those who did't received this tag. This indication is helpful for the checkin responsible to find jobs to do for this person.

  • All Area Parking Sticker: Only a handful of people should receive these parking stickers. These are added manually.

  • Ready for interview: One of our events uses a carefully crafted set of dozens of tags to create a volunteer flow with interviews, approvals, rejections, ...

  • Plumber experience (automated): Another event uses tags to enlighten specific skillsets. This is done using questions when registering for the event and automation using filters. Other skillsets are electrician, woodwork, coding, ...

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