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
, andhashtags
are valid tag charactersTags 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