There are two ways to add tags to supporters! You can add supporter tags to a giving form or add tags to a supporter manually.

Add Supporter Tags to a Giving Form:

When you add a tag to a giving form, any supporter that makes a transaction through this form in the future will have this tag. 

1. Access your Giving Form Settings (by clicking on the form name or through the actions menu): 

2. On the General page, scroll down to the Tags card and enter your supporter tag(s):

Note: Adding tags to a form will not affect historic donors for that form.

Add Supporter Tags to the Supporter Profile:

1. Access the Supporter profile (by clicking on the supporter name or through the actions menu) and click on Contact

2. Scroll down to Supporter Tags and enter your tag(s):

Pro Tip:

Now you can create lists with your Supporter Tags:

  • Tag filter - Now that your supporters have some tags, you can filter a supporter list with your custom tags. 
  • Tag Saved List - Once you've created a supporter tag list, you can save this supporter list and it will be dynamically updated with activity from your tags.

☝️ Tag syntax is very important. Here is how to use tags like a pro:

  • Do not use any spaces within a single tag
  • Only letters, numbers, underscore, and hashtag are valid, other symbols are invalid
  • Tags start with a hash "#" mark, for example: #radical
  • Multiple tags example: #tag1 #tag2 #tag3
  • Keep tags short, for example: #gala17
  • Tags are not case sensitive

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