(FOR PROGRAM MANAGERS)
Use tags instead of cohorts:
To filter data within cohorts or across cohorts.
To label specific members publicly on their profiles. Cohorts do not.
To create the tags, go to your Program Manager Dashboard > Program > Cohorts & Tags > click on the "+" sign on the Tags section (near right-side of screen), and a window will appear for you to create the Tag.
Name the Tag, then, you can indicate whether you want that tag to be Public (labeling), Filtering, both, or none:
1. Public (labeling) only
2. Filtering only
3. Both Public (labeling) and Filtering
4. Neither Public (labeling) nor Filtering
① If you create a Tag that is only Public, but not Filtering:
This will label specific members publicly on their profiles. For example, a Tag named "Professional" is Public, and members tagged with the Professional Tag will show with the tagged name on their public profile:
② If you create a Tag that is only Filtering, but not Public:
Then members with this tag will NOT have the tagged name shown on their public profiles. For example, David Brazeau will only show as "David Brazeau" instead of "Davie Brazeau, Professional":
The Tag being Filtering means only the mentees tagged with the tag name "Professional" can see & book with the mentor David, who is also tagged with the tag named "Professional." Basically, if you want mentees and mentors to see and book each other, they must have the same tag. See Use Case 2 & 3.
⚠️ Note: the filtering only works on the Mentors page (but not on the Home portal landing page):
If a mentor is featured on the home page, then everyone can see that mentor regardless of the tags:
(To showcase/feature a mentor on the homepage or not, here is how.)
③ If you create a Tag that is both Public and Filtering:
Then for example, we've created 2 tags, "Academic" and "Professional", and both are Public and Filtering:
In this example, mentor Yvan is tagged "Academic"
and because the tag is Public, his public mentor profile page shows that he is in the Academic group:
Mentor David is tagged "Professional:"
which also shows publicly on his profile:
And because the tags "Academic" and "Professional" are both also Filtering, this means mentees tagged "Academic" can ONLY see & book mentor Yvan but not David, similarly mentees tagged "Professional" can ONLY see & book mentor David but not Yvan. Basically, if you want mentees and mentors to see and book each other, they must have the same tag. See Use Case 2 & 3.
④ If you create a Tag that is neither Public nor Filtering:
This is useful when you don't want to publicly label any members, nor do you want to create any rules/limitations amongst any members (mentors and mentees), but you do want to be able to segregate the data on the Reporting > Activity tab > in order to see different groups of data and compare their session health.
For example, if you have a program called Fruit, and there is a particular group of members that are of special interest called Apple, while the rest are non-Apple members. You can, then, create a Tag called Apple, and have it non-Public and non-Filtering. Then, assign the group of members with the tag Apple. On the public end, all members can book with each other, tagged Apple or not; and no member is publicly labelled, Apple or not; so everything looks normal, like one program with no special features. However, on the Program Manager's end, on your Dashboard > Reporting > Activity, you can then be able to segregate the data based on Apple members vs. non-Apple members.