Benefits Zone 102: Session 2 - Employee Tags Follow
Benefits Zone 102
Welcome to the second session of the second module of this Benefits Zone training. In this module, we’re looking at how to get the most value out of your agent dashboard. Last session we looked at how to add notes to employees. In this session, we’ll look at an even more powerful feature - tags.
For this session, you will need:
- Your computer
- Your agent dashboard login credentials (you can find this in your welcome email from Benefits Zone)
Tags are a great way to organize and manage employees. Tags create subgroups of employees so that you can easily filter groups for follow-up activities or other strategic efforts. A key part of the Benefits Zone solution is that our system automatically tags employees to provide you with a list of employees who are the most engaged with your app.
You can also easily create custom tags and assign multiple tags to employees. Group employees by engagement level, benefit offering, department, or stage in the process to easily and quickly identify subsets of employees. Just like with our last session, this session has technical components, so please log in to your dashboard if your'e not already and follow along.
Once in the dashboard, navigate to the 'Employees' tab. Tags associated with an employee are listed to the left of their name. Our automated tagging program tags employees based on their activity with the app.
The system tags will highlight employees who have clicked the Enroll button or on Aflac resources multiple times. We recommend that you sort or filter by these tags (see below) to prioritize your follow-up calls. Using tags to inform your follow-up activities is an easy way to prioritize the “low-hanging fruit” - the employees who are interested and ready to enroll.
Although the system automatically adds some tags for you, you can also add your own tags if needed.
To add a new tag
Click the existing tag next to the desired employee and select tags from the dropdown list. Tags highlighted in blue will be associated with the employee.
To create a new, custom tag
Type your tag in the text box at the top of the dropdown list and click the plus sign of press the enter key on your keyboard. This tag is now associated with the employee and added to the dropdown to easily associate your custom tag with other employees.
To adjust tags
Tags associated with an employee are highlighted in blue. Click additional tags to assign them to the employee or click existing tags to remove them.
We encourage you to leave all system tags as is. Removing an automatically assigned tag will remove the employee from scheduled follow-up campaigns.
Follow a similar process to add tags within an employee’s profile. Click an employee's name, then into the “Tags” field to select from existing tags or start typing a custom tag. Click the “x” next to an existing tag to remove it. Select the green “Update” button to save.
After you’ve added tags, you can filter employees to view all employees with a certain tag.
To filter by a single tag
- Type the desired tag into the search bar of the 'Employees' tab.
- The filtered list includes all employees associated with the tag regardless of where the tag is listed in their list of tags.
To search by more than one tag,
- Click the green “show filters” button at the top of the 'Employees' tab
- Click the tags section and select the tags you wish to filter your employee list by
- The filtered list includes all employees that have any of the tags selected. Select as many tags as you want - everything highlighted in blue will be selected.
- To adjust or reset just click again to remove the blue highlight.
Need Help? Check out the video above or the following articles: