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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 the subscribers in your account, you have a few options. Subaccounts and Lists are the primary ways to segment your subscribers into different ministries or groups, but tags are helpful for further organization.

When to use Tags

  • Tag a subscriber with "brand new" to ensure to follow-up well with this person if it was their first time visiting.

  • Tag all subscribers who participated in your poll, so you can invite them to participate in future polls.

  • Tag a subscriber who you've personally called and talked with to let the other users in your account know that this person has already been contacted by the church.

  • 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. For our example, I'm going to tag all high school seniors.
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Create a tag modal


Tagging Subscribers Manually

First, select the three dots on the right of the subscriber you'd like to tag > Edit. In the bottom right of the screen, select "+ Tag".
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How to manually add tag

Now, when you view the list of all High School Students, 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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How to add a tag in a workflow

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