Admins with permission can create 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. Traveler Tags can only be added to Traveler Profiles.
Creating tags is simple, and you can customize them to suit your institution's needs using your own naming conventions, background colors, emojis, and descriptions. Feel free to be as creative as you like! Tags are an excellent way to track advising and emphasize important details.
To create a Tag...
- Log in to Via as an admin with permission to create 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
- On the Traveler Tags panel, click on the dropdown for Traveler Tags and select Edit Tags
- Click on + Create Tag
- Type a new Tag Name
- Select an emoji, if desired
- Type a Tag description, if desired (Note: This can help other admins know the intention and use case of the Tag)
- Select a Tag color
- Click Save Tag
- Click 'X' or Cancel to close the Create/Edit Panel and to add the Tag to the Traveler
FAQs:
Q: Are Application and Form tags visible to travelers?
A: Nope! Application and form tags are only visible to administrators in your organization.
Q: Can I filter by my Traveler Tags?
A: Yes! Admins can use the Traveler Tags filter from our Dashboards. Admins can use the filter for Traveler Tags within the Travelers, Traveler Applications, Traveler Forms, Form Content Dashboards, Traveler Reports, and Application Reports within Via Global. Via Travel users will also be able to use the filter for Traveler Tags within the Via Travel Travelers Dashboard and the Plan Forms dashboard.