Skip to main content

Hi there! What do you need help with today?

Search results for:tags

Contact Leads Using Tags
How to use Tags to contact those who don't complete enrollment… These Tags are called "Lead Tags" and can be found on the Submissions page > Leads… In this drawer, you can do all the things you normally can with Tags, including creating new Tags, editing
About Tags & How to Create Them
What is a Tag, and where does it show up in Enrollsy?… Account Tags, and Enrollee Tags; these columns are customizable on this tab)… Enrollees table / Enrollees tab (only shows Enrollee Tags, but you can filter by all Tags)
How to Bulk Add or Remove Tags
Add or delete Tags from multiple Enrollees at one time… Step 2 - Select Tags After choosing if you are going to add or remove, a drawer listing Tags will display… In this drawer, you can do all the things you normally can with Tags, including creating new Tags, editing
How to Print or Download a Roster Report
Tags you can view are "Enrollment Tags," which are Tags on the enrollment card (NOT Account Tags or… Important Note About Adding Tags on Rosters If you want to view Tags on Rosters, currently the only… Important Note About Adding Tags on Rosters
Examples of Custom Reports
You can create custom reports using the following types of Tags: Enrollment Tags - Tags that show… up on each Enrollee's Enrollment Card and is attached to that enrollment Account Tags - Tags that… are on the Account and show up on the customer Account page and Billing page Enrollee Tags - Tags
Create a Custom Roster with Activities
Tags you can view are "Enrollment Tags," which are Tags on the enrollment card (NOT Account Tags or… Important Note About Adding Tags on Rosters If you want to view Tags on Rosters, currently the only… Important Note About Adding Tags on Rosters
How to View Leads or Contacts
In this drawer, you can do all the things you normally can with Tags including creating new Tags, editing… Tags, and deleting Tags… Bulk Tag
How to Filter & Sort Enrollees on the Enrollee Table
NOTE: The And/Or Logic will work on Enrollment Tags, Account Tags, and Enrollee Tags… This means you can filter the table to only show rows that have ALL the Tags selected, or you can show… the rows that have AT LEAST ONE of the Tags selected
About Exporting in Enrollsy
following information: Date & time information captured (when attempted to enroll) Lead Tags… view and filter any information on your Enroll Form, as well as the following: Enrollment - Tags… Enrolled date, Class information, Location, and Days Enrollee - Tags, Photo and other Enroll
About the Submissions/Leads Page
These tags are called "Lead Tags" and can be found on the Submissions page > Leads… We have a bulk tag feature that allows you to add tags to multiple leads at once