People tagging allows you to tag the folks captured through ActionSprout with any tag of your choice. This helps you and your team keep track of who’s who’s for faster, more accurate work flows.
Once applied, tags follow your supporter throughout the app and data exports.
In this guide we’ll cover:
- How to apply tags
- How to filter by tags
- Use cases
How to apply tags:
People tags are applied in the people drawer. To open the people drawer click on any supporter, any where in the app:
At the top of this menu you’ll find a place to add/remove tags:
Tags are open ended and can be anything you’d like. Character limit is 255 and each person can have unlimited tags.
How to filter by tags:
Once you have tags applied to people you may filter by tag. This can be done by clicking on the tag in the people menu:
You can also filter by tag inside of your People tab. Open People, click on All People then find the Tagged with option. This will open a drop down of all your current tags. Select the tag you’d like and People will refresh to reflect this.
The different use cases and strategies people tags can support are almost unlimited and will vary by organization. Here are just a few ideas to get you started:
- Tag your donors
- Tag your volunteers
- Tag any known trolls or troublemakers
- Tag your employees
- Tag known influencers
- Tag active Facebook fans
- Tag MVPs
- Tag celebrities for your cause