Using tag lists

Tag lists are used to pull together an otherwise unrelated group of records. For example, you can create a group to:

• send emails to
• report on
• link documents or photos to.

The currently tagged community members are marked with green tag indicators and maintained in a list called the Tag List that you can view at any time.

Tip: Hovering over the left of a record reveals a tag icon can be clicked to quickly tag or untag a community member. See Configuring tag lists in the System maintenance manual.

To display the Tag List window at any time, select Tags from the SynWeb main menu.

The Tag List window is displayed.

Examples

You can use a tag list for a variety of reasons:

• You want to generate a report for a group of otherwise unrelated community members. When you select a relevant report, you can elect to only report on tagged community members.
• You want to send a communication to a group of otherwise unrelated community members. For example, a swimming team made up of students from different year levels, campuses and houses. Instead of searching for the students and sending messages to each individual, tag the records, then send communications to your tag list.
• You want to link a document to a group of otherwise unrelated community members. For example, a newspaper article about competitors in a fun run sponsored by your organisation.

How to:

• Add individual community members to the current tag list:
  
  
  • From the Tag List window. See Tagging community members from the Tag List window
  • From a grid. See Tagging individual community members from a grid.
• Add multiple community members to the current tag list. See Tagging multiple community members from a grid.
• Delete community members from the current tag list:
  
  
  • From a grid. See Deleting community members from the current tag list from a grid.
  • From the Tag List window. See Deleting community members from the Tag List window.
    
    
• Store a tag list, so that you can keep it for later use by:
  
  
  • you (private tag list)
  • anyone at your organisation (public tag list). See Storing tag lists.
    
    
• Load an existing tag list, created by:
  
  
  • you (private or public tag lists)
  • another person at your organisation (public tag list). See Loading tag lists.
    
    
• Extend a private tag list past its current expiry date. See Extending the expiry dates of tag lists.
• Save the community members in a tag list into an existing constituency. See Saving tag lists into constituencies.
• Save the current students in a tag list into an existing class. See Saving tag lists into classes.
• Run a report for community members who have been tagged. See Running reports on tag lists.
• Link or embed a document so that it is available from the DocMan bar of the selected community members, using a tag list. See Linking documents using tag lists.

From Synergetic, you can also load a list of community members from:

• An Excel spreadsheet. See Loading community members into a tag list from an Excel spreadsheet in the Synergetic Introduction manual.
• A text file. See Loading community members into a tag list from a file in the Synergetic Introduction manual.

What you can do: