Use Tags to Drive Enrollment

Adding tags is an easy way to categorize and manage employees using your app. It's also a great way to identify and proactively engage with employees who are interested in certain benefits offerings. Moreover, you are able to pinpoint employees that may have specific questions about benefits or the enrollment process.

Here are some ways you can use tags to help encourage enrollment or support employees in the enrollment process.

Add tags based on app activity

Sort Activity to Identify Interested Employees

Navigate to the 'Interactions' tab and click the "Activity" column header to sort by the type of interaction. (Use the dropdown menu to review a larger number of interactions at once.)

Once activity is sorted, look for employees that have accessed a resource multiple times. This typically indicates interest in the offering.

Click on an employee's name to pull up their Employee Record and add or select tags.

Filter for Specific Activity 

To filter by a specific type of activity, type the activity into the Search bar of the 'Interactions' tab and follow a similar process to identify employees who are interested in benefits or who may have questions. 

Use Tags to Inform a Follow-up Plan

Once you have added tags to employees who are likely interested in a specific benefit, you can either download employee data to analyze the information in a program like Excel, or you can filter by a desired tag by typing it in the Search bar or using the filter functionality.