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.
Select Manage tags.
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.
Tags in the contact screen ➕
To create a new tag to apply to a contact, follow these steps:
Go to the Contacts tab and click the contact you'd like to add a tag to.
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 behind the tag.
Click Submit.
If you create a new tag from a contact page, the new tag will appear on your tag management page.
Merge tags 🗂️
From the contacts tab, click on Actions.
Select Manage tags.
Click on the three dots (...) next to the first tag you want to merge.
On the popup screen, select the additional tags you want to merge.
Choose a new tag name.
Click Submit.
Tag 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 button near the Contacts header
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 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.
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.
✅ Pro tip: You can also add additional Filters in the Filter menu to create targetted Segments.
👉 Note: Tags can also be added when manually adding a contact using the New Contact button.
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