Tags let you label donor records with custom tags - like Event Sponsor, Board Member, Alumni, or VIP - so you can quickly spot who's who when you're on a donor's profile. This article covers how to create tags, edit or delete them, and apply them to individual donor records.
How to create a tag
1. Head to Donor management and click Tags in the left sidebar.
2. Click New tag in the top right corner.
3. Enter the tag name in the pop-up and click Create.
4. You can add as many tags as needed and will find them all listed in your Tags report.
How to edit or delete a tag
1. Head to Donor management and click Tags in the left sidebar.
2. On the Tags page, click the three dots in the Actions column next to the tag you'd like to edit or delete, then click Edit tag to rename it or Delete tag to remove it.
How to add a tag to a donor
1. Head to Donor management and click the donor's name you want to add a tag to in your All people report. You can search the report using the magnifying glass, or sort by name or email by clicking the column header.
2. Once on the donor's page click Tags on the left side.
3. Open the dropdown menu under the Add a tag section and click the tag you'd like to add.
4. Once selected, click Associate tag with person.
5. Done! The donor's tag page now shows your tag in the Associated tags report, including the tag name, the date it was added, and who added it.
If you need to remove a tag from a donor, simply click the three dots in the Action column, then Remove tag.
6. Your Tag page is updated automatically to reflect how many times a tag has been used.
