How do I automatically tag clients who complete a specific assessment?

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-by-Step Guide:

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.

Now, you can automatically tag clients who complete a specific assessment!

Updated on January 11, 2021

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