Contact Tags are a way for your organization to track additional details for the contacts within your database. For example, you can add a tag to track information such as children within a certain school grade, or those who have attended a particular Event for your organization.

Create/Manage Tags

1. Navigate to the People tab -> Custom Fields.
   
   
   
   
2. Toggle to the "tags" tab
3. Click the green square with a plus-mark icon to add a new tag.
   
   
   
   
4. Enter the Name/Title for the tag and specify if it is a sub-tag.
   • • Successfully created tags will appear on the main Tags screen, with sub-tags nested under parent tags.
       
       
       
       
5. To Edit or Delete a tag, click on the three dots to the right of the tag name.
   
   

Applying Tags

Once created, you can begin applying your Contact Tags to applicable contacts in your Contact List.

1. Locate and click on the contact you would like to add the tag to
2. On the left-hand side panel, locate the tags section
   • • You may need to scroll down before you see this option
3. Select which tag you'd like to be applied for the contact (or add a new tag on the spot).
   

Once applied, this tag will be listed under the "Tags" title in this section:

You can also keep track of how many contacts have a certain tag applied from the main Contact Tags screen:

Contact Tags & Check-In Events

When creating your Check-In Event (refer Here for those steps), you'll notice that at the point of adding Rooms/Classes, there is a field available for Attendee Tags. This field is where you can associate a Contact Tag with a particular room for your event. Once this association is in place, any contact marked with that particular tag will have their room automatically filled in when checking-in for an event. If you have any additional questions about this feature, or anything else, please feel free to reach out to our Support Team. We're happy to help!