Tags let you identify and report on a group of app users. For example, you could tag all your team leaders or supervisors, then see how their referral activity compares 💪

This step-by-step guide will cover:

Step 1: Click Settings on the left-hand menu, then select Tags:

Step 2: Click Add Tag:

Step 3: Enter a name for your tag and click Create Tag:

And that’s it! Your new tag will appear in the list, ready to be assigned to app users.

Step 1: Click Settings on the left-hand menu, then select Tags.

Step 2: Click the three-dot menu next to the tag you want to delete and select Delete:

Step 4: Click Delete tag to confirm:

Step 1: Click App Users on the left-hand menu:

Step 2: Click Manage on the top tabs:

Step 3: Click the three-dot menu next to the app user and select Edit tags:

Step 4: Select the tags you want to add from the list. Users can have up to 3 custom tags assigned to them:

Step 6: Click Apply tags to save:

To remove a tag, follow the same steps, remove the tag from the list, and confirm.

Step 1: On the Manage tab, tick the boxes on the left next to the app users you want to update. Click Edit tags in the menu bar at the bottom of the screen:

Step 2: Select the tags you want to add in the first box, and the tags you want to remove in the second box:

Step 3: Click Update tags:

And that’s it! The tags you added will appear for the selected app users, and the tags you removed will no longer appear.

To show tags in the app users list, click the Columns icon and tick Tags:

Step 1: Click App Users on the left-hand menu, then click Leaderboard on the top tabs.

Step 2: Click Filters, then click the Tags menu. Select the tag/s from the menu and click Apply filters:

Only users with the tag/s selected will display.

If you have any questions, click the chat icon in the bottom right of your screen, and we’ll be happy to help 😊