Tagging refers to the practice of assigning labels or metadata to specific data points, such as contact profiles, donation records, fundraiser records, ticket orders, etc.

These tags categorize and classify data based on predefined criteria, facilitating organization, analysis, and retrieval of information.

When you add tags to contacts in the CRM, you can filter your list by those tags, giving you customized table views and helping to segment donor groups.

To tag contacts, follow the steps below:

Step 1: Navigate to the CRM, select the contacts you wish to tag and select Bulk Actions.

Step 2: Select, Add a tag. If there are no tags listed, you can type a new tag, Enter and then select Apply Tags.

You can also search for an individual contact record, select the pencil icon to apply the tag directly through the profile.

Step 3: To filter the table by tags, select the tags of contacts on the left, or select Filter in the upper right to filter by tags.