Permissions: Job Admin and above, who have access to CRM

Product tier: Available for Expert subscription tiers

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."

Required setup

Before you can create an Auto-Advance Application Rule for a prospect post, you'll need to have a configured prospect post with custom application questions

Note: Auto-Advance can be configured only for the following question types:

  • Yes/No
  • Single select
  • Multi select

Create an auto-tag rule

Navigate to the CRM page and click Configure CRM.

Screenshot-of-configure-CRM-button.png

Navigate to the Prospect Posts panel, click the Ellipsis icon next to the prospect post and choose Manage Rules.

Screenshot-of-ellipses-icon-and-manage-rules-button.png

Click Add a Rule.

Screenshot-of-add-a-rule-button.png

Select a question and one or more answers in the top half of the box. If a prospect chooses the answer you selected, they'll be eligible for the role. 

Note: If your question isn't in the dropdown menu, it might not be the right question type. See Required setup for more information.

Screenshot-of-question-and-answer.png

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

Note: You can add new custom candidate tags to your organization on the Custom Options page. Click here for more information.

Screenshot-of-auto-tag-fields.png

Click Save when you're finished. If a candidate matches the rule, the candidate tag will automatically be added to their profile.

Rules with more than one criteria

You can enhance the power of Auto-Advance Application Rules by defining more complex triggers and answers. These are commonly known as AND/OR conditions. To learn more about using AND/OR conditions, click here.