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Supporter Tags

Add tags to Supporters

Written by Tony Sasso

Tags are custom identifiers you can add to Supporters. You'll use tags to create filtered Supporter lists. For example, you might add the tag #alumni to any Supporter who is a previous employee or intern of your organization. This will enable you to quickly pull a list of any Supporter with that tag.

Two ways to add tags to a Supporter:

Automatically

When you add Supporter Tags to a Giving Form, the tags will be added to any Supporter who makes a new Transaction through the form.

Giving Form > Settings > General > Tags

Manually

You can add a tags to a Supporter from their profile contact page.

Supporter profile > Contact > Supporter Tags

Using tags

  • Only letters, numbers, underscores, and hashtags are valid tag characters

  • Tags start with a hash( # ) mark, for example: #volunteer

  • You can use multiple tags: #tag1 #tag2 #tag3

  • Tags are not case sensitive

  • Tags can not contain spaces

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