Tags are used to group similar items together. This can be useful for tagging a group of recipients, so they can be targeted for simulated phishing training or enrollment in specific training courses. This knowledge base article will explain how to tag individuals or multiple recipients simultaneously.
To create new tags, please refer to our knowledge base article How do I Add a new Tag.
- From the main dashboard, click Address Book > Recipients.
- Select as many recipients as necessary by clicking the empty space on each recipient line.
- You will see the recipient line changes to a grey colour, and the new buttons appear at the top of the page.
- Click either ADD TAGS or REMOVE TAGS depending on what you need to do.
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If you select "ADD TAGS" you will see a green dialog box from which you can choose the tags you wish to add. Click "SAVE" to update the selected recipients.
- If you select "DELETE TAGS" you will see a red dialog box from which you can choose the tags you wish to remove. Click "SAVE" to update the selected recipients.
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You can apply changes to all recipients within your filtered selection. You can filter by:
- All (no filter).
- By Tag (Click the tag at the top of the screen to view all recipients with that tag).
- By Text - (Search for recipients using the search box at the top-right corner of the recipients' table).
- By Tag AND Text (Combine both of the options above!).
Note: Even though the existing tags are not displayed in either the green "ADD" or red "REMOVE" dialog boxes when they appear, existing tags will not be removed from your selected recipients unless specifically chosen. Also, if you reapply an existing tag to the selected recipients, it will not be duplicated.
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You will now see the new tags have been added, or removed depending on your choice, to the selected recipients.
Please let us know if you require any further assistance, you can contact our support team by clicking here. Or by sending an email to support@phishingtackle.com