How to Manage and Reorganize Tag Groups

As your organization evolves, your tag structure may need adjustment. This guide covers managing, reorganizing, and archiving tags and tag groups.

1. Use the icon labeled ‘Tags’ on the lefthand navigation bar to maintain your Tags.
2. You will see all of your organization’s Tag Groups listed as well as all of your Tags listed underneath.
3. Click any group to expand and view its tags

Tag Management Interface

Modify existing tags to refine their definitions or rename them:

1. Find the tag you want to edit. Use the Search bar on the lefthand side of the screen if needed to help locate the tag you need.
2. When your mouse hovers over the right hand side of a tag, several icons become visible to enable you to edit and work with the tag in general.
1. Delete (Trashcan) - Completely removes the Tag from your database
2. Edit (Pencil) - Allows the Tag to be renamed
3. Favorite (Star) - Allows the Tag to show in Favorites list
4. Details (List) - Creates Actions Report of all Constituents with the Tag
5. Constituents (Outline of person) - Create Constituent Report of all Constituents with the Tag
6. Force Sync Email List Now (Paper Airplane) - Pushes to Email tool Immediately
7. Sync to Email Marketing Nightly (Arrows in a circle) - Syncs Tag to Email tool Nightly
8. Exclude from Donor Insights (Eye Open/Eye Closed) - Excludes Tags from Weekly Nudges and Prospects in Donor Insights
3. Click "Save Changes"

Edit Tag Options

Note: Renaming a tag updates it across all constituent records automatically.

1. To merge Tags from within the same Tag Group, first identify the Tag that you would like to maintain.
2. Click the edit button (the pencil icon) on the Tag that you are merging into the Tag that you are maintaining.
3. Change the name of the Tag that you would like to remove to the same name as the Tag you are maintaining.
4. A popup will tell you that the Tags will be merged. When you click OK, the two will be merged and all Constituents will be updated accordingly.

1. Perform quarterly audits of your tag structure
2. Document changes to your tag taxonomy
3. Archive unused tags rather than deleting them
4. Create clear naming conventions and enforce consistency
5. Communicate major tag changes to your team
6. Monitor tag usage metrics to identify obsolete tags

• Set a schedule for quarterly tag audits to keep your system clean and organized.
• Before archiving a tag group, run a report to see which constituents are affected.
• Use consistent naming conventions (Title Case or all lowercase) across all tags.
• Document your tag taxonomy in a shared resource for team reference.