How do I create Tags to add to Traveler applications and forms?

Admins with permission can create application and form tags. Tags are great way to group and categorize applications or forms! Tags can also be used to help administrators quickly visualize necessary information about an application, form, or the traveler's enrollment journey. Tags would also be great for billing purposes (i.e., admins could add a tag for Withdrawal Fee Required or Additional Program Fee, etc).

 

To create a Tag...

  1. Login to Via as an admin with permission to create tags
  2. Go to the Applications or Forms dashboard
  3. Click the name of the Application or Form Template to go to a Traveler's application or form
  4. Click the dropdown menu under Application or Form Tag in the Administrative Review Panel
  5. Type a new Tag Name and click +Create New "Tag Name"
  6. Finish typing the new Tag name
  7. Select an emoji, if desired
  8. Type a Tag description, if desired (Note: This can help other admins know the intention and use case of the Tag)
  9. Select a Tag color
  10. Click Save Tag
  11. Click 'X' or Cancel to close the Create/Edit Panel to add the Tag to the Application or Form

 

 

FAQs:

Q: Are Application and Form tags visible to travelers? 

A: Nope! Application and form tags are only visible to administrators in your organization.