Here’s how to automatically tag clients who complete a specific assessment within our Assessment Software.
Starting from the “Account” tab of your Dashboard, follow the step-by-step instructions below.
Step 1: Click on “Customize Platform” on the left sidebar.
Step 2: On the “Client Automation” tab, click on the “Add Automation” drop-down list.
Step 3: Select “Tag a Client” from the drop-down list.
Step 4: Click on the edit icon to customize the automation.
Step 5: Edit the customization settings.
Click on the “done editing” link to continue.
Step 6: Click on the edit icon and select the tag from the drop-down list.
Step 7: Click the “done editing” link and the “Save” button to save your automation.
Now, you can automatically tag clients who complete a specific assessment!