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 on the navigation bar and select CRM from the dropdown menu.
From the CRM page, click Configure CRM.
Navigate to the Prospect Posts panel, and click the Ellipsis icon under the Actions column inline with a specific prospect post.
Select Manage Rules from the dropdown menu.
From the Edit Rules page, click Add a Rule.
- 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.
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.
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.