Putting Someone in a Tag or Removing Them From a Tag

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  • Avatar
    niyijr

    Is it possible to automatically assign a person to a tag based on their age? I want to have classes for children and have them automatically graduated to the next class when they are in that class's age group

  • Avatar
    Sheley

    We don't currently have a method to have someone automatically assigned to a tag.  However, this is what I do at the end of every school year and it only takes about 10 minutes.  I actually just did it last week!

    When the grades promote automatically (Moving Children/Students Up a Grade) I update the tags like this:

    I run a search for all high schoolers by going to the people tab > show more filter options > grade > check the boxes for 9-12.  Then I click 'assign to tags' on the right and choose "high school".  I then click "unassign from tags" and choose middle school.  This will put (or keep) anyone in those grades in the right tags and remove any that were in the middle school tag from that tag.

    Then I repeat the same thing for Middle School and then each class we have for elementary and lower (we do one class for grades 1-5, a class for 4-Kinder, a class for 2-3, and a Nursery class).  

    Hopefully this makes sense and will be quick and easy to implement! 

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