--- title: Understanding Tags and Tag Groups description: Tags --- [Skip to content](https://kbhelp.humanitru.com/knowledge/understanding-tags-and-tag-groups#main-content) English Show submenu for translations [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new?hsLang=en) [![Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png\]](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png?height=40&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png)](https://kbhelp.humanitru.com/knowledge?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://kbhelp.humanitru.com/knowledge?hsLang=en) 2. [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en) 3. [Tags](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#tags) # Understanding Tags and Tag Groups **Overview** Tags and Tag Groups are powerful organizational tools in Humanitru that allow you to segment, categorize, and filter your constituents. This guide introduces the core concepts and structure of the tagging system. ![](https://kbhelp.humanitru.com/hs-fs/hubfs/undefined-May-30-2026-03-51-48-4954-PM.png?width=670&height=300&name=undefined-May-30-2026-03-51-48-4954-PM.png) *Tags and Tag Groups Overview* **Part 1: What Are Tags and Tag Groups?** ### **Tags Defined** Tags are labels applied to constituent records to identify their characteristics, interests, or relationships with your organization. Tags enable quick filtering and segmentation for targeted communication and analysis. - Individual identifiers (e.g., "Board Member", "Event Volunteer") - Applied directly to constituent records - Used for filtering and reporting - Support constituent stewardship strategies ### **Tag Groups Explained** Tag Groups are parent categories that organize related tags. They provide structure and make tag management more intuitive across your organization. - Hierarchical organization of related tags - Examples: Constituent Type, Donor Level, Grant Prospecting, Contact Preference ![](https://kbhelp.humanitru.com/hs-fs/hubfs/undefined-May-30-2026-03-51-48-7984-PM.png?width=435&height=552&name=undefined-May-30-2026-03-51-48-7984-PM.png) *Tag Categories Structure* **Part 2: Common Tag Group Examples** ### **Constituent Type** Enables donor segmentation based on constituent group. - Individual - Corporation - Foundation ### **Grant Prospecting** A 7-stage pipeline for grant prospect qualification and management. - Stage 1: Initial Research - Stage 2: LOI Preparation - Stage 3: LOI Submitted - Stage 4: Proposal Development - Stage 5: Proposal Submitted - Stage 6: Award Received - Stage 7: Close-out Completed ### **Donor Level** A 4-tier classification for donor segmentation based on giving capacity. - Prospect - Individual Donor - Major Donor - Planned Giving Donor ### **Membership Level** A 7-tier membership structure for classification. - Free Member - Silver Member - Gold Member - Platinum Member - Diamond Member - Sustaining Member - Lifetime Member ### **Other Common Groups** Additional standard Tag Groups include: - Communication Preferences (opt-in/out preferences) - Board & Volunteer (leadership and service roles) **Part 3: How Tags Drive Constituent Segmentation** **Filtering:** Tags enable rapid filtering of constituent lists for targeted communication. For example, filter all "Major Donors" who are also "Event Volunteers" for a special recognition event. **Reporting:** Generate reports on constituent segments. Analyze giving patterns by Donor Level. **Stewardship:** Apply tags to track stewardship activities. Tag constituents completing specific engagement milestones. **Part 4: Tag Management Best Practices** 1. Establish clear naming conventions (e.g., prefix tags with category abbreviations). 2. Document all tag meanings and usage across your team. 3. Regularly review and consolidate overlapping tags. 4. Use consistent capitalization and formatting. **Pro Tips** - Audit your tag groups quarterly to ensure they still reflect your organization's structure. - Use tag combinations for more precise constituent segmentation. 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