How To Apply Tags

Tags help categorize and organize donors within your system. You can easily add or remove tags from a donor's profile.

How to Apply a Tag to a Donor

1. Navigate to the People Section – In your Organizational Dashboard, select the People tab.
2. Find the Donor’s Profile – Search for and select the donor's account.
3. Access the Tags Section – Scroll to the Tags area in the donor's profile.
4. Add a Tag – Use the dropdown menu to select the desired tag(s), then click "Apply Tags."
5. Verify Application – The tag(s) will move to the Current Tags section.

How to Remove a Tag from a Donor

1. Go to the Donor’s Profile and locate the Current Tags section.
2. Click the Trash Icon next to the tag you want to remove.
3. Confirm Deletion – Click "Yes, Please Delete Tag" to remove it.

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