USER PROFILES - tagging/rules for customer journey
complete
Ashley Writes Romance
I would like to be able to set up customizable automation rules and tags for users on the customer journey. For example, once they join they would be tagged with a "new user" label. At the most basic level, admin and other users would see this label and they would get added to a "new user" group and a "new user" event. At the more advanced level, a "new user" tag would automate prompts for them to read certain docs, post on certain threads, etc. But then I would like to set a timeframe or milestone that when completed, they get moved out of the "new user" tag to a tag "3 months to 6 months user" then "6 months to 12 months user" then "1 year user" and so on. Again, the tags would be customizable, the automation would be customizable, and displaying these tags to admin only or to all users would be customizable as well.
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Nick Barba
complete
You can do this with a combination of our new Automated Groups and Badges feature in groups!
Go to Settings > Manage Groups > Create New Group. Select "Automated" under Group Membership and select the filter options you'd like. On the Visibility Settings page, select "Hidden" so this group only appears to admins and moderators (for monitoring the user journey). This is one of the many powerful new things you can do with automated groups.
Check out a full overview here:
Misty Dorman - Heartbeat Team
As a workaround, this can currently be done using an automation tool like Zapier. We do something similar in The Hearth to add people to groups indicating where they're at in the community-building process.
Nicola Payne
I would love this as I currently use Circle and that allows us to create bespoke tags e.g. for those who have completed certain courses and therefore are more experienced to help others.