Understanding Tags

Donor Management System

Tags are a highly customizable and flexible way to categorize, segment, and analyze your Contacts in the DMS.

Learn more about creating Tags and Tagging your Contacts.

Perform Actions on Tagged Contacts

You can tag your Contacts with relevant labels, which will allow you to perform actions on the Tagged Contacts:

  1. Perform an Advanced Search to view all Contacts with a particular Tag
  2. Perform an Advanced Search of Contributions Contacts with a particular Tag in order to view Contributions from your Tagged Contacts
  3. Filter Reports by Contact Tags

Common Tags

  • Volunteer
    • Part-Time Volunteer (child tag)
    • Seasonal Volunteer (child tag)
  • Board Member
  • Staff Member

Learn More