Understanding Tags and Tag Groups

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.

Tags and Tag Groups Overview

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, reporting, and segmentation
• 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

Tag Categories Structure

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)

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 or track grant prospecting pipeline progress.

Stewardship: Apply tags to track stewardship activities. Tag constituents completing specific engagement milestones.

Automation: Tags can trigger workflows and automated actions based on constituent classifications.

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.

• Audit your tag groups quarterly to ensure they still reflect your organization's structure.
• Use tag combinations for more precise constituent segmentation. A constituent can have multiple tags.
• Document your tag strategy in a shared team resource to maintain consistency.
• Consider your reporting needs when creating tags—tags should help answer key questions about constituent behavior.