Tags
Tags are labels that are associated with contacts. They follow the contact around the platform and are generally visible any time a contact is presented.
Typically, tags are used to indicate a characteristic or category for the contact. Examples of tags include:
Donor
VIP
Volunteer
Staff
Some organizations also use tags to indicate the issues or subjects that are of interest to the contact:
Climate
2nd Amendment
Budget
etc.
Tags can be used for segmentation and targeting of broadcasts. For instance you could target every contact tagged as VIP that is also tagged CLIMATE and send them a text.
Creating a Tag
To create a Tag:
Navigate to Admin -> Contacts.
Select the Tags tab.
Select Create Tag button in the upper right corner of the screen.
Editing the Tag
Give the Tag a name. Optionally, attach a note to the Tag. The note will be displayed when a user hovers over the Tag.