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Tagging Group Scheme Employees

Ensuring you know which group scheme a Contact is a member of

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Keeping track of group scheme members is important. Though we plan to update the capability that Trail currently has of group schemes, currently the best way to store this information is:

1. Go into your Profile source settings

2. Add in the name of the employer as a new Profile source 

3. When on the Profile for the employee, change the Profile source to be that group scheme 

The tag is now on the Profile for the employee. 

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