Loading community members into a tag list from an Excel spreadsheet
You can load a group of community members into your tag list from:
- An Excel spreadsheet, as outlined below.
- A tag list that you previously created and stored in Synergetic. See Loading a tag list.
- A text file. See Loading community members into a tag list from a file.
Also, see Storing a tag list.
To load a group of community members into your tag list from a list in an Excel spreadsheet:
- Start Microsoft Excel.
- Open the spreadsheet containing the list of community members.
Note: The spreadsheet must contain a column containing the Synergetic ID of each person you want to load into the tag list.
- Highlight the cells containing the Synergetic IDs.
- Switch back to Synergetic.
- Select Window > Show Tag List from the main menu.
The Tag List window is displayed. - Click .
The Load Tag Lists window is displayed. - Select Clear tagged items first, if you are overwriting rather than appending to your current tag list.
- Click .
The following dialog window is displayed.
- Click .
The community members are added to your tag list.