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How do I Auto-Tag Organization Qualifications?

Updated yesterday

Roles and qualifications can be automatically assigned to volunteers based on their answers to certain kinds of form questions. The types of form questions which support auto-tagging are:

  • Checkboxes (Multiple Response)

  • Drop Down (Single Response)

  • Buttons (Single Response)

  • Yes/No Buttons (Single Response)

Note: At the organization level, only qualifications and tags can be auto-tagged. At the opportunity level, roles, qualifications, and tags can be auto-tagged.

To set up auto-tagging or auto-qualifications for an organization-level form question, do the following:

  1. If you are in more than one organization, make sure you are in the right one.

  2. From the navigation menu, click Settings, and then click Form & Profile Fields.

  3. Select an existing form question or create a new one. Only checkboxes, drop-down questions, buttons, and Yes/No buttons support auto-tagging and auto-qualifications.

    1. To edit an existing form question, hover over the question and click Actions, then Edit.

    2. To Create a new form question, click Add a Custom Question.

  4. Click either the auto-tag button Auto-tag button. or the auto-qualification button Auto-qualification button..

  5. Select a tag or one or more qualifications.

  6. Click Add.

    1. If you are adding a new form question, click Add again.

    2. If you are editing an existing form question, click Done.

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