Learn how to add member tags one-off, in bulk, or automatically when a certain activity occurs.
There are 3 main ways to add tags:
We’ll go through all three to get you oriented.
One-off tags are useful when:
To add a tag, go to that member’s profile, scroll down to Tags section, click "Add tag" (or type ‘t’ on your keyboard as a shortcut!). You will then see a dropdown of all the tags in your workspace. Start typing to quickly find the tag you want. Don't see your tag in the dropdown? Just finish typing the name of your tag, press 'Enter' on your keyboard, and voila! You've added a new tag to your workspace.
Adding tags in bulk is handy when:
If you want to add tags in bulk to a group of individuals, go to the Members tab, and click ‘Filters’
Use the Members table filters to narrow down the audience by location, types of activities performed in your community, Orbit level, etc until you get the list of members you want.
Once, you have the list you want, select the checkbox at the top of the screen. This will select all members listed on Page 1 of your results.
Repeating this again: This only adds a tag to the page selected. If your filters have multiple pages, you’ll have to make sure to add the tag to the pages separately.
From there, select ‘apply tag’. This will cause a dialog box to appear.
In this box, you’ll see 2 important items. The first is a list of common tags among these members (which is useful if you want to know what additional tags you should consider adding). The second is a dropdown where you can type the name of the tag you are looking for or create a new one.
You’ll find you may want to add tags automatically when:
To add tags automatically, we use Zapier. To get started, in Zapier — when you’re setting up an action, navigate down to the member tag section. It should have: