Participant Tags

Overview

Participant tags are a flexible way to add key details to your Participant.

Attaching Tags

To add an existing Tag to a Participant's profile click the + Add Tag button. This will open up the Tags list - if you can't see the Tag you need straight away, you may need to search for it.

Once you have found the tag you need, simply click it to attach it to the Participant.

Removing Tags

To remove a Tag from a Participant, follow the same steps outlined above - if you click a Tag that is already assigned, it will be removed instead.

Creating a New Tag

When searching for a Tag, if the Tag does not exist yet, you will be prompted to Create it instead. When you see the "Create: " prompt, simply click it or hit Enter on your keyboard to open up the Tag manager.

You can also choose custom colours for Tags. Select the + icon to add a new colour, then pick your preferred format: RGB, HSL, or HEX. Enter the appropriate colour code, and click outside the colour selector to apply it to the Tag. Select Update to save your changes.

Updating a Tag

To update an existing Tag you can find the Tag you want to update in the Tag list and click on the edit icon. This will upon the Tag manager where you can then edit the Tag.

Warning - updating a Tag will update it for all Participants

Updating a Tag will update that tag name and colour for all Participants using that tag.

Multi-Tag Selection

When you're working with a long list of Participant Tags, ticking each Tag one by one can be slow — particularly when most of the Tags apply and you only need to leave a few out. The Select All option at the top of the Tag dropdown lets you select every Tag in a single click, and from there you can quickly deselect the few that aren't relevant.

This is often the fastest way to narrow down a list when your starting point is "almost everything" rather than "just a couple of Tags".

How to Select all Tags

Open the Tag dropdown on the Participant's profile page.

At the top of the dropdown, click Select All.

Every Tag in the list will be selected and applied to your view.

Deselecting the Tags You Don't Need

With every Tag selected, you can refine your selection by removing only the tags that aren't relevant to what you're looking for.

With the dropdown still open, click any Tag you'd like to exclude.

Each Tag you click will be deselected, while the rest remain selected.

Close the dropdown when you're happy with your selection.

Note

Selecting all Tags and then deselecting a few is the quickest path when most Tags apply. If you only need a handful of tags selected, it's usually faster to leave Select all alone and tick those Tags individually instead.

If you've selected every Tag and want to start fresh, click Deselect All to clear the selection in one go.

Managing all Tags

For those that have the admin role, Participant tags can also be managed from the Participant Settings page.