Putting Someone in a Tag or Removing Them From a Tag

Any number of tags can be assigned to any number of people.

Assign Tags

To assign an individual person or multiple people to a tag:

  1. Select the "Tags" tab from the top right.
  2. Navigate to the folder containing the tag and click the tag.
  3. On the right, click "Add People to Tag."
  4. Begin typing the person's name. The name will appear in a dropdown list.
  5. Select the person's name.
  6. Repeat steps 4 and 5 until everyone you'd like to add has been selected, then click "Add."

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Alternatively, you can assign multiple tags to a single person.  To do this:

  1. Navigate to a person's profile page.
  2. Click "Tags" from the left menu.
  3. On the right, click "Assign/Unassign Tags."
  4. Select the tags you'd like assigned/unassigned to that person.
  5. Click to save your changes.

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Unassign Tags

 To unassing a tag or tags from a specific person:

  1. Select the "Tags" tab from the top right.
  2. Navigate to the folder containing the tag and click the tag.
  3. You will see a list of people within that tag. Click the remove icon to the right of the person you wish to remove.

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Alternatively, you can unassign multiple tags from a single person.  To do this:

  1. Navigate to a person's profile page.
  2. Click "Tags" from the left menu.
  3. On the right, click "Assign/Unassign Tags."
  4. Deselect the tags you'd like unassigned to that person.
  5. Click to save your changes.

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Bulk Assign or Unassign People to Tags

  1. Search People for those who you would like to tag, using a specific profile field by Selecting the "People" tab from the top left.
  2. On the left, click "Show More Filter Options."
  3. Select all of the criteria you would like to filter by. The results will show up on the right.
  4. Using the Action Panel select either "Assign to Tags" or "Remove From Tags" to bulk tag or untag the people who match your search parameters. 

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Comments

8 comments
  • How do I allow members to add their own tags? I see the option to view their own tags in "My Profile". And in "Tags" there is the option to Assign/Unassign tags to people, but I only want each member to add/remove their own tags. How do I add such a feature?

    I would imagine this would be a standard practice.  Am I wrong?

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  • Hey @a4nee

    Tags and Folders can be used in any combination to organize groups within your church. To allow others to add Tags, you'd simply need to check the Permissions under Tags<Assign Tags. However, this would allow anyone and everyone with that permission to add tags. We limit this ability to our admin staff so they can control how many tags are added and who is added to those tags. If you have any further questions, please don't hesitate to reach out to our support team for help! Blessings!

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  • Is it possible to create and tag a member by email?

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  • Hey @marcosleonbaez! 

    I just sent you an email in order to collect a little bit more information about what you are hoping to accomplish so that we can best strategize how to do this! 

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  • On at least 3 different occasions, we have noticed that someone whose name was tagged as "worship attender" is no longer on the list when we check attendance. The tag has been removed from their name. I am not aware that we have done anything to remove that person from the tag "worship attender." And I have not problem adding the tag back to their name. Are you aware of any glitch in the system that removes a tag from a person's name?

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  • Hi @pastorsherryfcc!

    Thank you so much for reaching out. I just sent you an email in order to collect a little bit more information about this so that we can best serve you. 

    Blessings!

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  • When transferring a member or removing them from the church, is it possible to have the tags removed also, or does that have to be done separately on the person's profile? Thanks!

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  • @augustana if you are Using Smart Tags and you select to "remove people from this tag that do not match the selected filter" the system would automagically remove a person from the tag within an hour (as long as their profile information no longer matches the criteria to be the tag). If you are not using smart tags, you would have to remove the person from the tag manually and could be done in the person's profile or from within the tag. I hope this helps! 

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