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:
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
You can add a tags to a Supporter from their profile contact page.
Supporter profile > Contact > Supporter Tags
hashtagsare valid tag characters
- Tags start with a hash(
#) mark, for example:
- You can use multiple tags:
- Tags are not case sensitive
- Tags can not contain spaces