How Tagging Records Works
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

In the Manage tab, you can assign labels or "tags" to data profiles including donations, peer-to-peer pages and ticket orders.

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What Is Tagging?

Tagging refers to the practice of assigning labels or metadata to specific data points, such as donation records, fundraiser records, or ticket orders. These tags categorize and classify data based on predefined criteria, facilitating organization, analysis, and retrieval of information.

Tagging enables you to segment donors and fundraisers, track participation in events, monitor gift distribution, manage inventory, and allocate funds effectively, helping to make data-driven decisions.

Tagging Use Cases

Tagging in fundraising data management offers versatile applications, including donor segmentation for tailored communication and tracking event attendance to gauge engagement levels to enhance overall organizational effectiveness. Some tagging use cases include:

  • Donor Segmentation: Tagging donors based on their giving history, frequency, and amount can help in segmenting them into different categories such as major donors, committed donors, or prospects, etc. This segmentation enables targeted communication strategies tailored to each group's preferences and behaviors.

  • Event Attendance: Tagging donors and fundraisers based on attendance or participation status provides insights into their level of engagement and interest. This information can be used to tailor follow-up communication, express gratitude, or invite them to similar events in the future.

  • Gift Tracking: Tagging donors and fundraisers based on the disbursement status of gifts, event items, or giveaways, such as t-shirts. This enables efficient tracking of distribution progress and helps ensure that supporters receive their incentives or recognition items promptly.

  • Purchased Item Tracking: Tagging ticket orders based on the items purchased, shipped, and received. This allows for meticulous monitoring of the fulfillment process, ensuring accurate delivery and providing insights into inventory management needs.

  • Fund Allocation: Tagging donations based on the intended use or allocation, such as for specific programs, projects, or initiatives, helps in tracking funds and ensuring they are allocated as intended. This ensures transparency and accountability in fund management, both internally and externally.

Tagging Capabilities

Additional tagging capabilities include:

  • Bulk Edit: Select and edit multiple records or all records at once. Options include adding, removing, or overwriting tags for efficiency.

  • Sorting: Sort your table to quickly view necessary data.

  • Customizable Table Settings: Customize table columns and their order per campaign or for a comprehensive view across all campaigns. Additionally, prioritize specific tags for display.

  • Improved Export: Export function now respects applied filters, allowing for more refined data extraction based on active filters or all records.

How To Create Tags

Tags are created per account and are available to use on records across all your campaigns. To manage your tags, view our support article: How To Create, Delete And Edit Tags.

How To Tag Records

To add tags to records, view our support article: How To Add, Remove, And Overwrite Tags.

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