How to Add ‘Volunteer’ Tag to Contacts & Guests

Volunteers are easy to classify within WorkZerk through the use of a Tag e.g. ‘Volunteer’.

In many cases you will find the easiest way to achieve this is to:

(1) First add the ‘Volunteer’ tag from the Tags tab.

(2) Add a ‘Tags’ column to your CSV import and add this tag to the column. If you are adding multiple tags during this import, separate these using a slash character (spaces between tags will be ignored).

Tags: For the Tags field these can be separated by any of these characters (slash, comma, colon, dash) e.g. / , : - 'VOLUNTEER / PHOTOGRAPHER / MEDICALTEAM' where this is an existing Tag name. Spaces will be trimmed. Note: Setup your Tags before importing!

For example, the following value in the Tags column in your CSV import ‘Volunteer/Medical’ would assign the tags Volunteer and Medical to the Contact during the import.

If you also selected ‘+ Add as Guest’ then corresponding Guest records would be created at the same time, along with those tags inherited from the Contact.

Now you have classified the Contact and Guest record with the tag ‘Volunteer’ you can do all sorts of filtering within WorkZerk.

For example, you can search Contacts based on a Tag filter ‘Volunteer’ and only Volunteers will be displayed

When sending Incident Alerts from the Admin area you could also send an alert with SMS to only the ‘Volunteer’ tagged Guests.

When adding Work you could assign the ‘Volunteer’ Tag to one or more Activity entries. Now, only those Guests flagged ‘Volunteer’ will see that Work on their personalised runsheet.

Please note that these instructions are not limited to tagging Contacts & Guests to just the ‘Volunteer’ tag. This technique applies to any Tags you may wish to setup, such as Medical, Volunteer, VIP, Forklift. FirstAid, Visitor, VIP, Senior, BlueTeam, RedTeam, SydneyTeam, Probationary, Security, Contractor etc (Tags are limited only by your imagination and specific requirements!).