For advanced tracking and reporting you can add tags to donations.

Add transaction tags to a giving form:

Access your Giving Form Editor, navigate to General under the Settings Page.

Scroll down to the Tags card and enter your tag(s).

Good to know: When you add a tag to a giving form, any transaction that occurs through the form in the future will have this tag (adding tags to a form will not affect historic donations that occurred through that form). Re-assigning a transaction to a new giving form, will not add the tags associated to the new giving form. 

Now, let's put those tags to work!

  • Tag filter - Now that your transactions have some tags, you can filter a transaction report with your custom tags. 
  • Tag saved list - Once you've created a transaction tag report, you can save this transaction report and it will be dynamically updated with activity from your tags.
  • Tag tasks - When you have a saved list, you can automate a task each time a transaction is added to that list. Whoop! 😊 

☝️ Tag syntax is very important

Here is how to use tags like a pro:

  • DO NOT use any spaces within a single tag
  • Tags start with a hash "#" mark, for example: #radical
  • An excellent tag string for a transaction form would look like this: #tag1 #tag2 #tag3
  • Keep tags short, for example: #gala17
  • Tags are not case sensitive

Do you need to exclude some non-tax deductible donations from the Yearly Donation Summary? Easy. Check out this new tag!

Did this answer your question?