Tags are attached to individual activists. Each activist can have as many tags as you want. Tags can be added to activists in various ways. Tags are useful for subdividing your group's list into different categories.
Creating and Managing Tags
You can create tags and assign them to pages, if your page is sponsored by a group. (Tags are only available for groups.) Whenever an activist takes action using that page, those tags will be added to their record. You can then target reports or email by tags. You can also add tags to people via uploads or by editing their individual activist record.
To add or manage your available tags, click on the Tags link in the Details tab of the Start Organizing menu. There, you can choose a group and add or edit the tags for that group. You can also create a tag when adding tags to pages using the "Add New Tag" button.
Tags are unique by name, so you can't have more than one tag named the same thing.
To the right of the tag name, you can edit the name of the tag. This will update the tag name almost wherever it is used (actions, activist records, ladders, and more), but it will not update ad hoc questions created with the form builder and over the API. Ad hoc questions and the API must be updated manually. In a network, the tag name will also be updated on any child groups.
To the right of the tag name, you’ll see two different options for deleting the tag. ‘Delete’ will delete the tag from your list of available tags and from the activists it is attached to. Be careful with this action, it cannot be undone.
Note: If you are in a network, deleting a tag in a child group will not delete the tag from activist records in the parent group.
The second delete option is ‘delete data’. This option will remove the tag from every activist record it is attached to, but the tag will still be available for use. This is similar to pulling a report and removing a tag from all activists. Be careful with this action, it cannot be undone.
If you want to have a lot of tags and want to see them all, you can download a report on this. At the bottom left of the Tags page, click 'Download tag statistics report'. This will generate a report on all the tags in your group and how many activists have that tag on their record. This is useful for data mapping. If you download your tag report for example and see that you have a number of tags with no records attached, that could be an opportunity to hide or delete those tags. This allows you to maintain good data hygiene for your list and keep your data clean.
Tags in a Network
If your group is part of a network, you can send tags to child groups to use. Child groups won't be able to edit a tag shared with them, but they can use that tag on their pages. If your new tag overlaps with a tag that's already in use by the child group with the same name, don't worry! We'll automatically merge them and pass the child's data back up to you, so activists tagged with your new tag on the child group will show up on your group. Syndicating tags like this also syndicates the value of each tag, as in if a tag is applied to an activist anywhere from parent to child, that activist will show up as having been tagged on every group. This is different from the normal flow of data in a network, where tags on activists would flow up from children to parents but not the other way.
Adding and Using Tags
To add tags to an action page, click the Edit Tags button on the page's manage screen (circled in image below). Add any tags you'd like and save to add tags to that page. From then on, any activist who takes action will have those tags appended to their record. Create a tag when adding tags to pages using the Add New Tag button
You can also add tags via uploads, in which case all activists in the upload will get the tag added to their record. Create a tag when adding tags via uploads using the Add New Tag button. You also have the option to upload tags as a column in your CSV, which allows you to add multiple tags at once. Note that tags need to already be created before the upload in order for the tags to be applied. Make sure to copy the tag name exactly, with each tag separated by a comma. We will also strip spaces before and after a tag. You won't see an error if a tag is not successfully applied, so be careful!
You can add tags to anyone targeted by a report, on the report results page.
You can add tags individually when editing an activist's record as well.
You can also add or remove tags from an activist from the Mobile Message Inbox.
And you can create questions like checkboxes, radio buttons, or dropdown menus that add tags to an activist's record when that question is selected by the activist when they take an action. Those are created in the Questions & Custom Fields section of the Details tab in the Start Organizing menu, or in the drag and drop form builder when editing actions.
When you go to target emails or reports, you'll have a tags section where you can include or exclude activists who are tagged with certain tags.