How do I add / remove tags based on assessment answers?

Here’s how to add or remove tags based on assessment answers, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:

assessment

Step-by-Step Guide:

Step 1: Click on the “Assessments” tab from the left side bar.

assessments

Step 2: Create or edit an assessment.

edit assessment

add rule

add formula

Step 5: Use the “Add Question” dropdown to add your first variable to the formula.

Choose question “Value” if you want to use the client’s answer(s), or choose question “Points” if you want to use the points a client receives for their answer(s), based on your assessment scoring setup. Note: You must enable assessment scoring and set up point values for different answers in order to use question “Points”.

question

Step 6: Enter the value/points for the question and select “Tag Client” or “Remove tag from Client” from the “New Rule Result” drop-down.

enter value

Select the tag(s) to add or remove and save the Assessment.

For more information on Assessment rules and formulas, view the following articles:
How do I set up Assessment Rules?
How does the formula field work in assessments?

Now you can add or remove tags based on assessment answers!

Updated on April 20, 2022

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