How To Create a New Category in Giving
Step-by-Step Guide to Creating a New Category
Categories help organize your tags into structured groups, making it easier to manage donor segmentation and reporting. Each tag must belong to a category, allowing for clear and consistent organization within your system.
1. Navigate to the Configuration Tab
- In your Organizational Dashboard, click on Configuration in the top-right corner.
- In the left-hand menu, select Categories (located just above the Tags section).
2. Add a New Category
- Click the blue "Add Category" button in the top-right corner.
- A new window will appear where you can enter category details.
3. Define Category Details
- Category Name – Choose a descriptive name for your category (e.g., Location, Donor Level, Volunteer Roles).
- Category Description – Provide a brief explanation of what this category will contain (e.g., "This category includes tags for different donor locations.").
4. Save the Category
- Click "Save" to finalize your new category.
- The category will now appear in your Categories List, but it will not yet contain any tags.
Next Steps: Adding Tags to a Category
Once your category is created, you can assign new or existing tags to it. Refer to the "How to Create a New Tag" tutorial for step-by-step instructions.
Best Practices for Categories
✅ Use broad categories – Keep categories general, allowing for multiple tags within them (e.g., "Donor Type" instead of "VIP Donors").
✅ Be consistent – Use clear naming conventions to avoid confusion.
✅ Review regularly – Keep categories updated to ensure they remain useful for filtering and reporting.