Manually adding tags to members helps in better organization and segmentation, allowing for targeted communication. It enables personalized engagement by categorizing members based on their activity, interests, or enrollment status. Proper tagging improves course recommendations, email campaigns, and overall member management efficiency.

Here is a detailed step-by-step video.

 

 

Steps to Manually Add Tags to Members

Step 1: Create a New Tag

  • Go to: Admin Dashboard → Settings → Custom Settings → Tags
  • Click Add
  • Enter the Tag Name (e.g., “FreshL”)
  • Set the Entity as Members
  • Click Save

 

Step 2: Assign Tags to Members

  • Go to: Admin Dashboard → Members
  • Select the members you want to tag
    • You can select all members or choose them individually
  • Click Select Your Option → Add Tags
  • Choose the tag you created (e.g., “FreshL”)
  • Click Add (+ symbol) → Save

 

Step 3: Verify the Tags

  • Now go Members 
  • Click on filter icon on the right hand side top
  • Choose the filter → tag → select the required tag

 

Conclusion

Manually adding tags in FreshLearn helps you efficiently organize members, send personalized emails, and create automated workflows for better engagement.

If you have any questions, feel free to reach out to our support team at [email protected].