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Auto-Tags for Prospect Post


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.

For 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.


Click Configure Pools & Posts from the CRM page.


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

Select Manage Rules from the dropdown menu.


Click Add a Rule.


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


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.


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