You can add tags to people's profile in your database. You can set up tags for candidates as well as clients. Tags are easily filtered on the People Page to help you quickly find and work with specific groups of people, giving you a structured and easy way to handle candidate and client information. You can apply tags to individual people or in bulk. Additionally, you can color code your person tags, if desired.
This article explains how to add person tags to a person's profile and how to apply person tags in bulk to a group of people, along with example use-cases for person tags.
Add tags to a candidate or contact profile
If you are working from a person's profile, you can add tags directly to their record. One of the benefits of person tags is their searchability. Where "Skills" drive Loxo AI suggestions and results, "Tags" help to quickly and easily filter through your contacts to help you find people within your database.
Once you're in a person’s profile, find tags near the top of the profile.
Click the tag icon to add additional tags.
Begin typing the desired tag. Click enter once your tag is complete, or select it from the dropdown.
If you already have the tag in your agency, the tag will populate as you type.
If you have not used the tag before, you will need to create the tag by clicking Manage Tags.
Tag Candidates or Contacts in bulk
If you use person tags to organize your database, you can apply tags to contact records in bulk. Follow the steps below to add a tag to multiple people records at once.
Go to your People tab.
Select the records that you want to tag.
Click the Edit button in the top left.
Scroll to the section labeled Tags and determine whether you want to add to or replace existing tags. The default is set to Add.
Choose "Add" to apply the new tags and retain existing tags.
Choose "Replace" to apply the new tags and remove the existing tags.
Click Edit Tags to enter the new tags.
Type the name of the tag you want to add to all of the selected contact records. Select the tag when it appears in the dropdown list.
Click "Set Tags" after you've finished adding tags.
The selected tag(s) will display in the window under the Edit Tags button.
Click 'Bulk Change' to apply the tag(s) to all of the selected records.
Follow the prompts acknowledging that changes will apply to all selected records.
The applied tags will display on the People Page under the Tags column, as well as in the contact's profile under the Tags section.
Remove a tag from a person's profile
Taking a tag off of someone's profile is a simple click.
Once you're in a person’s profile, click on the Tag icon.
Find/search the tag you wish to remove.
Uncheck the box
Edit Tags or Manage Tags
If you are the Admin on your account, you can proactively setup tags for your team to use as the team reviews people profiles. Admins can also maintain the tags used across the team to ensure the tags applied are consistent and organized.
Note: You must be an Admin on your account to manage or edit Tags. Additionally, when adding people from Loxo Source, Loxo will automatically apply tags to profiles.
Go to Settings > Tags to edit or manage person tags.
To add new tags from this page click on "+ Add" in the upper right-hand corner.
Type the desired tag. Everyone in your agency will be able to use the tag that you created.
Select a color to represent this tag, if desired.
Delete a tag by clicking the "trash" button next to the tag.
Filter, Exclude, or Search for Records Using Tags
Loxo offers powerful tools for customizing your record views using tags. By leveraging boolean operators and tag-based filtering, you can efficiently manage and organize your data.
Overview of Tag-Based Filtering
Tags in Loxo allow you to categorize and organize records such as candidates, contacts or companies. By applying filters based on these tags, you can create dynamic lists tailored to your specific needs. Boolean operators like AND, OR, and NOT enhance the flexibility of these filters.
Using Boolean Operators for Inclusion and Exclusion
Filtering for Specific Tags
To filter records that include a specific tag, use the following syntax:
tag_names:("tag name here")For example, to find all records tagged as "Backend," you would use:
tag_names:(backend)
Excluding Specific Tags
To exclude records with certain tags, use the NOT operator. For example, to exclude records tagged as "Contract" or "Freelance," use:
NOT tag_names:("Contract" OR "Freelance")This will return all records that do not have any of the specified tags.
Searching for Multiple Tags
To find records that match any of several tags, use the OR operator. For example, to search for candidates tagged as "Backend" or "Full Stack," use:
tag_names:(backend OR "full stack")
You can extend this list by adding more tags with the OR operator:
tag_names:(backend OR "full stack" OR "front end")