Admins with permission can add or remove Traveler Tags. Tags are a great way to group and categorize Travelers! Tags can also be used to help administrators quickly visualize necessary information about travelers at any point in their enrollment journey. Tags can be added individually or in batch.
Once admins create and save Tags from within a Traveler Profile, they can easily filter and report on this data by using the Traveler Tags filters found on various dashboards.
These tags are visible and filterable on the following dashboards:
- Travelers dashboard
- Traveler Applications dashboard
- Traveler Forms dashboard
- Form Content dashboard
- Via Travel Travelers dashboard
- Via Travel Plan Forms dashboard
- Application Report
- General Forms Report
- Travelers Report
To add a Tag to a Traveler...
- Log in to Via as an admin with permission to create/edit/delete tags
- Go to the Travelers dashboard
- Click the name or email address of a Traveler to go to the Traveler's profile
- Click the Actions and select Add / Remove Traveler Tags from the dropdown
- Select a Tag
- Click Assign Tag
To add or remove Traveler Tags in batch...
- Log in to Via as an admin with permission to create/edit/delete tags
- Go to the Travelers, Applications, Forms, or Reports dashboard and navigate to the desired dashboard view
- Apply your desired filters
- Select the checkboxes for the desired data rows
- Click Actions
- Click Add Traveler Tag or Remove Traveler Tag
- Choose the desired Tag from the dropdown list
- Click Add Tags or Remove Tags