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How do tags work?

Lizzie Reese avatar
Written by Lizzie Reese
Updated over a week ago

When it comes to organizing subscribers in your account, subaccounts and lists are the primary ways to segment people into different ministries or groups, but tags are helpful for further organization.

A few examples...

  • Tag a subscriber with "brand new" if it was their first time visiting.

  • Tag a subscriber you've talked with to let other users know they have already been contacted, or tag someone who needs to be contacted.

  • Tag someone who submitted a prayer request as a reminder to be praying for them.


Creating a Tag

Go to the Subscribers page > Scroll to the bottom > Create New Tag > Type your tag name > Create Tag.
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Tagging Subscribers Manually

Select the โ‹ฎ icon on the right of the subscriber you'd like to tag > Click Edit > Select + Tag at the bottom right of the screen.

Now, when you view the High School Students list, you can easily see anyone who has the Seniors' tag.
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Tags in a subscriber list


Tagging Subscribers Automatically

You can also automatically tag people using keyword workflows and automated workflows.
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