Tags are simple labels you create to organise the people in your app into groups, such as Youth, Volunteers, or a particular ministry. Once you have tagged people, you can use those tags to send targeted messages and notifications to just the right group instead of everyone.
Find the Tags screen
- In the left side menu, under Members, go to Tags.
- You will see a list of your existing tags, with a Create Tag button at the top right.
If you do not see the Members section, your app may not have member sign-in enabled.
Create a tag
- On the Tags screen, select Create Tag.
- In the Name field, type a name for your tag (for example, Youth or Volunteers).
- Select Save.
Your new tag is added to the list and is ready to use straight away.
- Each tag name must be unique. If you enter a name that already exists, you will see the message “This tag already exists. Enter a different name.”
- A tag name can be up to 255 characters long.
Edit a tag
- On the Tags screen, find the tag you want to change.
- Select the tag name, or select the edit (pencil) icon next to it.
- Update the Name field.
- Select Save.
To close without saving, select Cancel.
Delete a tag
- On the Tags screen, find the tag you want to remove.
- Select the delete icon next to it.
- When asked “Are you sure you want to delete this tag?”, confirm to delete.
The tag is removed from the list.
Add a tag to a person
You assign tags to people from their profile, not from the Tags screen.
- In the left side menu, under Members, go to People.
- Select the person you want to tag.
- Open the Tags tab.
- In the Add tags… box, start typing and choose a tag from the list.
The tag appears in that person’s Assigned Tags. Repeat to add more tags. To remove a tag, select the (x) on the tag and confirm with Yes, remove.
- You can only assign tags that already exist, so create the tag first if you need a new one.
Use tags to target messages and notifications
Tags let you reach a specific group rather than your whole audience. When you compose a message or notification, you choose who it goes to by tag.
- Open the message or notification composer and find the To field.
- Add one or more tags (for example, Youth, a ministry, or Volunteers).
- Finish writing and send your message.
Only people who have one of the selected tags will receive the message.
Tips
- Keep tag names clear and consistent so they are easy to pick when sending messages.
- Set up your tags first, then tag people, then use the tags when sending messages or notifications.
