Location-based tagging helps your team automatically categorize applications based on where a student or family lives. When an applicant enters their address into an address question on the form, the system evaluates that location and applies the appropriate tag—saving time and ensuring consistent data.
Use this type of rule when you want to automatically identify applicants who live in boundary, out of boundary, within specific service zones, or in any other geographic category that can be represented in a shape over a map.
When to use location-based autotagging
Location-based tagging is useful for any workflow that depends on a student’s home address. Common examples include:
Tagging families who live within a school’s attendance boundary
Categorizing applicants who live within specific geographic zones
Tagging students who are eligible for transportation based on where they live
Identifying applicants who live outside a district’s service area
Marking applications that require residency verification
Note: This type of rule only works with address questions. For other question types, use answer-based tagging.
Before you start
To set up a location-based tagging rule, make sure:
The form is published
Your form includes an address question
Boundaries or zones are already configured in your system
Any tags you plan to use already exist
How to create a location-based tagging rule
Follow these steps to create a rule that applies tags based on an applicant’s address.
Go to settings → Rules
This is where you manage all dynamic rules, including sibling, answer-based, and location-based tagging.
Select “Add rule”
This opens the rule editor, where you can give your rule a name and define how it should work.
Choose which tags to apply
Under Which tags do you want to work with?
Click Tag
Select a tag group
Choose one or more tags to apply when the condition is met
Select when the tag should be applied
From the dropdown, choose:
Based on student answer
Choose the address question
Under Which question should this apply to?
Search for the address question on your form you want to tag by
Select it (for example, “Home address” or “Primary residence”)
Select the location condition
Depending on how your organization is configured, you might want to set up conditions such as:
Is inside or outside the selected school's boundaries - useful to tag students who are within the radius of their chosen schools
Is inside or outside a specific zone or region - useful for transportation areas, or even identifying out of range students (like out of city, or out of district). This will allow you to select a specific boundary next.
Choose the condition under which the tag should be applied.
(Optional) Remove the tag when the condition is not met
If you want the tag to update automatically when an applicant changes their address, check:
Remove tag when this condition is not met
If the option is checked and the address no longer meets the condition, the system will remove the tag.
Important: Tags added manually by staff are never removed by the system.
Save the rule
Click Save to activate your rule.
The rule will run automatically whenever:
The form is submitted or recalculated
The applicant enters or updates their address
A staff member edits the address
How location-based tagging works
After the rule is active, the system will evaluate the applicant’s address and apply the selected tag when the condition is met. The rule will check for these conditions when an address changes, and when the form changes status or sub-status.
If the condition is not met, and the selected tag is already applied, it will not be removed unless you have checked the box to remove the tag when the condition is not met.
This ensures tags remain stable and predictable unless the rule explicitly applies them.
Use cases
(coming soon)
Example 1: In-boundary tag
Apply the tag In-boundary when the address is inside the school’s attendance boundary.
Example 2: Out-of-district tag
Apply Out-of-district applicant when the address is outside the district boundary.
Example 3: Transportation eligibility
Apply Eligible for bus transportation when the address falls within the transportation zone.
Example 4: Regional assignment
Apply North zone when the home address is in the northern catchment area.
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