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Manage Person Tags

Tags help you organize people by shared characteristics, ministry involvement, communication needs, or other criteria. A person can have multiple tags.

Open Manage Tags

  1. Go to People.
  2. Open the person’s profile.
  3. Select the option to manage the person’s tags.

Add an existing tag

  1. In the Manage Tags window, locate the tag under Available Tags.
  2. Select the tag to add it to the person.

Use the search field to narrow the list. ChurchTrakr also shows how many people currently have each available tag.

Create a new tag

  1. Enter the new tag name in Type to search or create tags.
  2. If an existing tag has the same name, select it from the results.
  3. If there is no matching tag, select Create for the name you entered.

The newly created tag is automatically added to the person.

Remove a tag

  1. Find the tag under Current Tags.
  2. Select the × beside the tag name.

Removing a tag from a person does not delete the tag or remove it from anyone else.

Use tags carefully for communications

Before sending an email or text message to people selected by a tag, review the resulting audience. Choose tag names that clearly describe who should be included, and avoid using one tag for unrelated groups of people.