Whether you’re part of a small team looking to stay up to date with the thought leaders that matter most, or part of a larger organization trying to foster authentic HCP relationships, engaging with your whole team efficiently and effectively can be a challenge.
We created Tags to help organizations of all sizes collaborate with their teams in a meaningful way. Since then we have continued to release enhanced Tags functionalities that make team collaboration even more accessible for H1 platform users.
The Tags feature allows for the creation of both Private and Public Tags providing you with a space for personal organization and cross-team collaboration all in one place.
In simpler terms, Tags can be used to group individuals one might want to refer back to at a later point in time. This feature can be utilized for a variety of different tasks based on one's personal goals when searching.
There are three main types of Tags:
- Private Tags - only viewed by you
- Public Tags - can be viewed by the entire team
- Custom Attributes - based on programmatic requirements
The H1 Tag feature can be utilized to support Segmentation, Tiering, and Strategic Planning of your Thought Leader universe.
A great way to add additional color to a KOLs profile is by including past company or competitive engagements with a particular individual.
How to Create and Assign a Tag: The process for creating both Private and Public tags is the same. The below example utilizes Private tags however, the same process can be done for creating and assigning Public tags. Trying to decide if you should be using a Private tag or Public tag? Check out the FAQs for more information!
Step 1: Conduct the search or apply the filter that produces the results you would like to add a Tag to. In this example, the keyword search on Renal Cell Carcinoma was done in order to produce Toni K Choueiri.
Step 2: Click on the “Add private tag” option located on the HCPs profile.
Step 3: After clicking on the “Add private tag” option a Search option will appear. When creating a new tag, you must first name the tag before applying it to the intended HCP. Click on the plus sign to create the new tag.
When creating a Tag, you have the option to name it according to personal preference. This name could be a commonality that the KOLs added to this list share, or can be used as a bookmarks folder to store KOLs of interest. It is a dynamic feature that can be adapted to fit your needs.
Step 4: Create the name for your new tag. In the below example, we create a tag “Northeast MSL Territory”. The “Use Default Color” option was selected in this example, however, when creating multiple tags it can be helpful to color coordinate grouped Tags. Once you have inputted the intended tag name and selected the tag color, click submit.
Step 5: You have now created the tag and applied the tag to the intended HCP. The below image shows the created tag “Northeast MSL Territory” on the profile for Toni K Choueiri.
Step 6: Applying a Private tag to Multiple HCPs
You have created your Private tag “Northeast MSL Territory” and now have several options for applying the tag to individual HCPs as well as bulk applying the tag to many HCPs. To apply the tag to specific HCPs click "Apply private tag" located under each HCPs name. If you would like to bulk apply the tag you must click on the box located next to “Select page results” at the top of the screen (pictured below) which will select the 15 profiles on the page and prompt the blue navigation box to appear at the bottom of the screen. The blue navigation box allows you to update the number of profiles you would like selected, up to 2,000.
Step 7: Once you have selected the HCPs you would like to tag click on the “Add Tag” button. This will bring up a box where you can select the tag you'd like to apply to this list of HCPs. Create a new tag, or use the tag created in steps 1-4 of this exercise. For this example, we will select the “Northeast MSL Territory" option and apply the tags by clicking "Assign Tag".
Step 8: You have now created a Private tag and assigned it to the intended HCPs.
For more information on utilizing Tags, check out: