Getting Started with Tags #️⃣
Tags are labels you create to help organize your contacts. Tags are entirely customizable and let you bring your organization's structure into Givebutter. Label supporters based on data you know about them, then filter by tags and export your tag data.
About tags
Think of tags as labels for your contacts that help you stay organized. Tags are a great way to create segments for targeted donor engagement because tags are a way for you to label or categorize your donors based on the information you have about them.
How to use tags
Tags are completely customizable, so you can use them however you'd like. It might make sense for you to create a comprehensive tagging structure to organize all your donors, or you might need a few tags as a lightweight way to identify some key contacts. Either way, the function of these tags gives you the flexibility to design a system that works for your account.
Tag management page 📒
You can create, edit, delete, and merge tags all in the tag management page.
From the contacts tab, click on Actions in the upper right corner.
Select Manage tags from the dropdown menu.
On the next screen, create a new tag by clicking the blue New tag button.
To edit, delete, or merge existing tags, click on the three dots [...] next to the tag you want to work on.
Tag a contact directly ➕
To create a new tag to apply to a contact from from directly on their contact page, follow these steps:
Go to the Contacts page and click the contact you'd like to add a tag to.
Scroll near the bottom of the contact page, and in the Tags section, click on Edit.
Start typing into the search field to search existing tags and click on the tag you want to add.
For a new tag, type the tag you want to create and press Enter to create it.
You can add as many tags as you want to a contact.
To remove a tag, simply click the X next to the tag.
Click Submit.
If you create a new tag from a contact's page, the new tag will appear on your tag management page.
Merge tags 🗂️
From the Contacts page, click on Actions in the upper right corner.
Select Manage tags.
Click on the three dots [...] next to the first tag you want to merge.
On the popup screen, select any additional tags you want to merge.
Choose a new tag name.
Click Submit.
Tag multiple contacts 👯♂️
You can select multiple contacts if you'd like to add tags, remove tags, or create a new tag to apply to the group.
Click Contacts in the left-hand menu bar.
Search (or apply a filter) for the contacts you want to tag.
Select the contacts for which you want to add or remove a tag.
Click the Actions button near the Contacts page title.
Choose Add Tags or Remove Tags.
Start typing into the search field to search existing tags, and click on the tag you want to add.
For a new tag, type the tag you want to create and press Enter to create it.
You can add as many tags as you want to contacts.
Filter contacts by tags 🔎
After you've added tags to contacts, you can filter your contacts by tags.
Click Contacts in the left-hand menu bar.
Click the blue Filter button.
Select Contact in the left side panel of the Filter menu.
Select Tags in the right side panel.
Choose how you want the filter to be applied.
All – will show contacts that only have all of the tags you have selected
Any – displays contacts with any of the tags you have selected
None – displays contacts who don't have any of the tags you have selected
Search for a tag to filter by. To filter by more than one tag, choose additional tags.
Click the X icon next to a tag to remove it from your filter.
Click Apply filter.
You can also add additional Filters in the Filter menu to create targeted Segments.