Tags help you organize people by shared characteristics, ministry involvement, communication needs, or other criteria. A person can have multiple tags.
Open Manage Tags
- Go to People.
- Open the person’s profile.
- Select the option to manage the person’s tags.
Add an existing tag
- In the Manage Tags window, locate the tag under Available Tags.
- 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
- Enter the new tag name in Type to search or create tags.
- If an existing tag has the same name, select it from the results.
- 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
- Find the tag under Current Tags.
- 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.
