Table of Contents
How to Trigger and Review the Assigned Tag Email #
1. Review the assigned tag email 0:00
- Open the assigned tag email template.
- The example shown is a simple message addressed to the user (e.g., “Dear Jim Doe”).
- The email states that a person (e.g., Frank Wellington) has been assigned a tag.
- This template is basic, but it can be customized and structured however you want.
2. Assign a tag to a class member 0:12
- Go to Classes.
- Select the user/member you want to tag.
- Open Set Tags.
- Choose the tag you want to apply, such as Regional Squad.
- Add the tag to the member.
3. Decide whether to send the email notification 0:35
- In the tag assignment area, find Notify members by email.
- Turn this option on if you want the user to receive the assigned tag email.
- Turn it off if you do not want an email sent.
4. Apply the tag and confirm it was added 0:43
- Start with a member who currently has no tags.
- Add Regional Squad to the member.
- Click Apply.
- Confirm that the tag now appears on the member profile.
5. Check the email result 1:00
- Open the email inbox or email log.
- Verify that the assigned tag email was sent.
- The message should confirm that the member has been assigned the tag, such as Regional Squad.
