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.
Create and add a tag ➕
To create a new tag to apply to a Contact, follow these steps:
Navigate into a Contact you'd like to tag.
Click ADD TAGS.
If a Contact already has a tag, then click the three dots (...) next to the existing tag and choose EDIT. Then you can add more tags in the window that pops up.
Start typing into the Tags field to search existing tags. For a new tag, type the tag you want to create and press ENTER to create it.
Click SAVE CHANGES.
Remove a tag ❌
Navigate into a Contact you'd like to remove the tag from.
Click the three dots (...) next to the existing tag and choose EDIT.
Press the X next to the tag you'd like to remove from the Contact
Click SAVE CHANGES.
Add or remove tags from multiple Contacts 👯♂️
Select multiple contacts and add or remove tags, or create a new tag to apply to the group.
Click the CONTACTS tab in the left-hand menu bar.
Search for or apply a filter to the Contacts you want to tag
Select the Contacts you want to add/remove the tag to/from.
Click the ACTIONS dropdown arrow.
Choose ADD TAG or REMOVE TAG.
Start typing the name of the tag you want to apply, and when it displays, select it from the drop-down menu. For a new tag, type the name of the tag you want to create, then press ENTER to create it.
✅ Pro tip: You can add multiple tags at once and even create new ones at the same time.
View or filter by tags 🔎
You can view all the tags added to a specific Contact on their Contact profile page.
Filter contacts by tags
After you've added tags to Contacts, you can filter your Contacts by tags.
Click the CONTACTS tab in the left-hand menu bar.
Click the "+ Filter dropdown menu."
Select CONTACT in the left side panel.
Select TAGS in the right side panel.
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.
✅ Pro tip: You can also add additional Filters in the Filter menu to create targetted Segments.
Read more: