What are donor tags?
Donor tags are a brilliant way of creating donor groups. This article gives examples of how and where you might find donor tags useful. It also explains how to set up and remove them, and how to use them as a filter within donation reports and within the Manage Donors screen.
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Where might I find donor tags useful?
Donor tags are a brilliant way of creating donor groups. For example, you may have one group of donors who donate to your church, and another group who donate to your foodbank. In this example, you could set up donor tags called 'church' and 'foodbank', and assign:
- a tag of 'church' to the donors who give to your church
- a tag of 'foodbank' to those who give to your foodbank
- both tags to the donors who donate to both.
In addition, you might wish to identify donors who make significant donations, by assigning them a donor tag such as 'key donor'.
Using donor tags will enable you to filter by these tags within your donation reports - keep reading to find out more!
Setting up donor tags
To get started, you first need to create donor tags. At the top right of the Manage Donors screen, click the 'cog' icon to get to the Donor Settings screen.
Within the Donor Settings screen, select the 'Donor Tags' view, and then click 'Add Donor Tag'.
Assigning donor tags to donors
Within the Manage Donors Screen, you can then assign donor tags to donors. To do this, click the 'Apply Tag' button at the top of the screen.
Then, within the Apply Donor Tags screen, select the donors you wish to tag with each tag. You can assign more than one tag to a donor.
Filtering by donor tags within donation reports
Once you have set up and assigned donor tags, you will be able to filter particular groups of donors within your donation reports and within the Manage Donors screen.
The donor tags pop-up has a number of different ways you can filter donors:
- No Filter (include all donors) - this removes any donor tag filters, to show all donors (whether they have a tag or not)
- Donors with any of the selected donor tags - this is an 'or' filter, for example, you might wish to filter donors with the tag of 'Church' OR 'Foodbank' (any church or foodbank donors)
- Donors with all of the selected donor tags - this is an 'and' filter, for example, you might wish to filter donors with the tag of 'Church' AND 'Key Giver' (this would then filter to show only church donors who are also key donors)
- Donors without any of the selected donor tags - this allows you to exclude donors with a particular donor tag (for example, you could filter to show key donors, but excluding Trustees).
You need to select the type of filter first. Then the options to select different donor tags will appear.
Deactivating and deleting donor tags
If you wish to deactivate or delete a donor tag, click the 'cog' icon at the top right of the Manage Donors screen to get to the Donor Settings screen.
Within the Donor Settings screen, select the 'Donor Tags' view:
- To deactivate a donor tag (ie. to hide it), click the 'deactivate' button ('x' icon) to the right of a donor tag. Deactivated donor tags can be viewed or re-activated at a later date, using the 'Manage Deactivated' button.
- To permanently delete a donor tag, click the 'delete' button (bin icon) to the right of a donor tag. Deleted tags cannot be re-activated.
To better understand the Manage Donors module, please view the module overview here.