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Auto-Tag for Prospect Post

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With Auto-Tags, you can set up Application Rules so that, based on a prospect's answer to a prospect post question, they will be automatically assigned a certain tag. This will allow you to then filter a list of prospects by tag to view prospects who answered questions a certain way.

Example: For the question, "Are you willing to relocate?", you can configure Auto-Tagging so that candidates who answer "Yes" are automatically tagged with "Willing to relocate."

In this article, we will cover how to configure an auto-tag for a prospect post and assume that you have already configured a prospect post with custom application questions.

To start, click the ellipsis ellipsis.png on the navigation bar and select CRM from the dropdown menu.

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From the CRM page, click Configure CRM.

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Navigate to the Prospect Posts panel, and click the Ellipsis icon ellipsis.png under the Actions column inline with a specific prospect post.

Select Manage Rules from the dropdown menu.

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From the Edit Rules page, click Add a Rule.

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Note: Auto-Tagging can be configured only for questions of the following type:
  • Yes/No
  • Single select
  • Multi select

From the Add a Rule dialog box, select a prospect post question and the response that will trigger an Auto-Tag.

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Click the checkbox to the right of Tag and use the subsequent field to select a pre-configured custom candidate tag from the dropdown menu.

Click Save when finished.

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Prospects who respond to the question with the designated response will now be Auto-Tagged with the tags you selected. 

You can enhance the power of Auto-Tag Application Rules by using AND/OR Conditions to base a single Application Rule on candidate responses to more than one custom job post question, or to base the Application Rule on multiple possible responses to a single custom job post question. To learn more about using AND/OR Conditions, click here