How to Create a New Tag and Tag Group

This guide walks you through creating new tags and tag groups in Humanitru. You'll learn when to create new groups versus adding tags to existing groups.

Create a new Tag Group when you have a category of related tags that doesn't fit into existing groups. Consider these factors:

1. Identify a coherent theme (e.g., "Grant Prospecting", "Donor Level")
2. Ensure the category will contain 2 or more related tags
3. Verify the group doesn't duplicate an existing category
4. Document the purpose and use cases for the group

1. Open ‘Tags’ using the lefthand Navigation bar.
2. Click ‘+ Group’
3. Enter the Tag Group name (e.g., "Event Attendance")
4. Click on the disk icon to the right of the name to save your Tag Group.

Create Tag Group

The new group will appear in your Tag Groups list and be available for adding tags.

1. Open ‘Tags’ using the lefthand Navigation bar.
2. Click ‘+ Tag’.
3. Select the Tag Group where you want to add the tag
4. Enter the Tag Name (clear, descriptive, and consistent with naming conventions)
5. Click on the disk icon to the right of the name to save your Tag.

Create Tag

Apply to Constituents: Start applying the new tags to relevant constituent records. Tags are most valuable when actively used.

Test Filtering: Test filtering by the new tags to ensure they work as expected for your segmentation needs.

Communicate to Team: Notify staff of new tags and train them on proper usage.

Monitor Adoption: Track how frequently the new tags are being applied to assess their utility.

• Use a consistent naming format across all tags (e.g., Title Case, all lowercase, or with prefixes).
• Test new tags with a subset of constituents before rolling out organization-wide.
• Document your tagging strategy and share it with your team to ensure consistent application.