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Creating tag lists from imported Synergetic IDs

You can add community members from an external file to your current tag list, from the Tag List window.

Before you start, prepare a spreadsheet or file containing the Synergetic IDs of the community members you want to add to the current tag list.

Microsoft Excel (leaders camp 2012)

Tip: You can export community members from Synergetic then update the spreadsheet. See Exporting information to Microsoft Excel in the Synergetic Introduction manual.

Also see:

To add community members from an external file to your current tag list:

  1. Select Tags (n) from the SynWeb main menu.

    Menu bar (Tag List (2) selected, synweb, cut down)

    The Tag List window is displayed on a new tab on your web browser.

    Tag List (2 records displayed, cut down, synweb)

  2. Delete all community members from the tag list, if needed. To do this:

    Tag List window (cut down)

  3. Click Import ID... button (Import ID ellipses button same width as Add... button)(synweb).

    The Import ID window is displayed.

    Import ID window (synweb)

  4. Switch to the spreadsheet.

    Microsoft Excel (leaders camp 2012)

  5. Select the Synergetic IDs that you want to import.

    Microsoft Excel (leaders camp 2012, selected Synergetic IDs)

  6. Copy the Synergetic IDs to your clipboard.

    Tip: In Windows, press Ctrl and c.

  7. Switch back to the Import ID window of SynWeb.

    Import ID window (synweb)

  8. Click in the field.

    Import ID window

  9. Paste the Synergetic IDs from your clipboard into the field.

    Tip: In Windows, press Ctrl and v.

    Import ID window

  10. Click OK button.

    Community members with valid Synergetic IDs are added to the tag list and the count on the Tags (n) menu option is updated.

    Tag List window

Last modified: 4/10/2012 11:46:47 AM

See Also

Using tag lists

Using the Tag List window

Tagging community members from the Tag List window

Tagging individual community members from a grid

Tagging multiple community members from a grid

Deleting community members from the current tag list from a grid

Deleting community members from the Tag List window

Loading tag lists

Storing tag lists

Extending the expiry dates of tag lists

Saving tag lists into constituencies

Saving tag lists into classes

Running reports on tag lists

© 2013 Synergetic Management Systems. Published 7 October 2013.

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