💡 NEW: Site Tags are now available to be used as variable fields in your forms. If you are unfamiliar with how variable fields work, check out this Form Builder – Variable Fields article.
With Site Tags you can organize all of your SALUS sites in a customizable way. Create up to three custom categories for your sites and start tagging them to give you the ability to segment your form submissions by division, region, branch or anything you want!
Here is how it works:
How to Create Site Tag Categories
1. Log into SALUS desktop, click on your name in the top right corner and navigate to "Company Settings"
2. Now in your profile view click on the "Site Tags" tab and then click the blue "Create Tag Category" button
3. Enter a name for the label and then click the "Create" button. Repeat this process up to two more times.
Now that you have set up your categories you can begin tagging your sites.
How to Tag Your Sites
1. Navigate to the "Sites" screen and select a site
2. Click "Settings" on the left hand navigation bar and scroll to the bottom of the "Details" tab. You should see fields for the categories you previously created
3. Select the field for the category you want to populate and begin typing the value into the field. If it is your first time entering that value you will be prompted to click "Add new value" so that it is standardized across all of your sites. If the value has been used you simply need to select it from the dropdown
4. Repeat this process for all sites and all categories as you see fit
Where can I see these tags?
Now that you have your Site Tags in place there are two places in the SALUS desktop application where you can access them.
1. Use them on the Sites screen to filter your site list by any of the tags you have created
2. Click the "More Filters" button on your Submitted Forms screen to access your tags as filter for all submitted forms