How To Create a New Tag in Giving
Step-by-Step Guide to Creating a New Tag
Tags help categorize and organize donors, making it easier to track engagement, interests, and giving behaviors. Follow these steps to create a new tag within your dashboard.
1. Navigate to the Configuration Tab
- In your Organizational Dashboard, click on Configuration in the top-right corner.
- In the left-hand menu, select Tags to access the tag management section.
2. Add a New Tag
- Click the blue "Add Tag" button in the top-right corner.
- A new window will appear where you can enter tag details.
3. Define Tag Details
- Name Your Tag – Choose a short, descriptive name (e.g., Gold for top donors or Volunteer for helpers).
- Assign a Category – Select the category this tag belongs to (e.g., Favorite Color or Donor Level).
- Add a Description (Optional) – Provide additional context about the tag’s purpose.
4. Save the Tag
- Click "Save" to finalize your tag.
- The new tag will now appear in your Tags List, ready to be assigned to donors.
How to Use Tags
- Tags can be applied to donor profiles to track engagement, participation, or preferences.
- Tags help filter and segment donor lists for targeted communication and reporting.
Best Practices for Tagging
✅ Keep names clear & simple – Use consistent naming to avoid confusion.
✅ Use categories wisely – Organizing tags into categories helps streamline donor segmentation.
✅ Review periodically – Regularly check your tags list to ensure it remains useful and relevant.