This article will break down how to create your tag structure. This will go over in detail our format for uploading your own Tags.
Table of Contents
Tags allow you to reach the right people quickly by letting you Broadcast to specific tags. Tags ensure that people only receive information that is relevant to them.
Types of Tags
Region - Depending on how large of a business you are you might not use regions at all. Regions are a great way to group together multiple locations or Teams.
Team - Teams are the most important and best place to start when creating your structure. Members of the same team can message each other, see the same Broadcasts, access Smartforms for that team, and access files of that team. We recommend you put your store locations under teams. In some instances where there is only one location, you could customize this structure. Team Admins and Broadcast admins both administer teams so it is very important to properly choose how you define your teams.
Department - Departments are used to help group your Job titles. This helps with the Broadcasting dynamic of how to broaden your audience. This means you can have duplicate Job titles in different Departments. For example, you could have a Gym Manager under two different departments like Gym and Management. This way if you need to Broadcast directly to management then you have an easy one-click way of contacting everyone with the Department of Management.
Job Title - Your business may have numerous Job titles, and because of this reason, it's best to simplify and combine Job Titles that are the same. For example, you may have in one location they refer to the Manager as manager but in another location, it's Duty Manager. Combine the two and just have the title Manager lessen the number of tags creating an easier way to make sure that when you build your audience there are fewer opportunities to miss someone.
Skill - This is the most versatile of the tags as they can be made available to everyone. For Job titles, this is a great way of assigning a degree of knowledge or abilities such as Apprentices, Key holder, Full-Time, Part-Time, CPR Certified, or Tier levels of knowledge.
How to fill out your Import
When Filling out the Data Import Spreadsheet it's important to follow the order in which these tags are linked to each other. The best way to fill out the Data Import Spreadsheet is by working from the top down. For Example start with the first team, then add the departments inside of the team, add job titles to the departments, and lastly add skills to each job title.
You should end up with a Data Import that resembles the picture down below.
Not every import will look exactly like this.
Regions and Skills are not commonly used and can be left blank based on your business.
Departments can be simplified, or you could include more types.
Teams and Job Titles are the most important and should be very specific to the people in your business.
How to upload to OurPeople (Visual)
Choose Import Tags:
Upload your Excel spreadsheet:
Once you are in the system it will show you how the system is mapping your columns.
The Review portion will alert you if your data has any errors
The Summary will give you a more detailed breakdown of the Import and show you how these titles link together. If while reviewing this import you want to make changes, remember to use the Excel Spreadsheet to make the changes then Re-upload.
Once everything looks correct you 'Start import' to finish the process.