When none of the tags that are automatically created applies to the group you wanted to create or to an eForm you wanted to send out, and other filters will not fit, you can use Manual Tags

The instructions below will walk you through on how to create a group and assign eForms based on the manual tag you applied to profiles. 

Group

1. Click on Add under the Group section.

2. Enter the name of the group you're creating and select Filtered Profiles (Smart Group). Double click on Manual Tags.
NOTE: To know more how to add Manual Tags, please see this article (insert link).

3. Tick the tag you needed and save it. On this example, I wanted to group the eldest children of the family.

4. When you click on Save, you'll be prompted as to how many profiles will be included in the group.

eForm

1. Click on Add under the eForm section.

2. Select how you want to start with your eForm.

3. Under Profile Selection, choose Filtered Profiles (Smart Group) and double click on Manual tags.

4. When you click on Save eForm, it'll tell how many profiles will be assigned to the eForm.


NOTES

  • You can select as many of the options available on this filter. Note that you must tick the Profiles must have ALL these tags box if needed. 
  • The group list and eForm recipients will be updated automatically. 

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