Putting Someone in a Tag or Removing Them From a Tag

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  • Avatar
    niyijr

    Is it possible to automatically assign a person to a tag based on their age? I want to have classes for children and have them automatically graduated to the next class when they are in that class's age group

  • Avatar
    Sheley

    We don't currently have a method to have someone automatically assigned to a tag.  However, this is what I do at the end of every school year and it only takes about 10 minutes.  I actually just did it last week!

    When the grades promote automatically (Moving Children/Students Up a Grade) I update the tags like this:

    I run a search for all high schoolers by going to the people tab > show more filter options > grade > check the boxes for 9-12.  Then I click 'assign to tags' on the right and choose "high school".  I then click "unassign from tags" and choose middle school.  This will put (or keep) anyone in those grades in the right tags and remove any that were in the middle school tag from that tag.

    Then I repeat the same thing for Middle School and then each class we have for elementary and lower (we do one class for grades 1-5, a class for 4-Kinder, a class for 2-3, and a Nursery class).  

    Hopefully this makes sense and will be quick and easy to implement! 

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    samkerch

    We noticed a little problem with the tag add/remove process.  The statistics for a given tag group change for a date when we remove the tag from a person.  We want to track total attendance for the tag for an event and the trends over time.  However, when a visitor attends for a couple weeks and then leaves, we don't want them to show up on the tag roster forever.  But when removed it reduces the total count for that tag for all dates.  Is there something that I'm missing?

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    Emily W.

    Hey @samkerch!

    Happy to clarify a bit more: It does remove the attendance from the tag, however it shouldn't remove the attendance total.Breeze goes off of current information - so if you update a tag and remove people, the attendance from a year ago will reflect how it appears now. It will still count the total people but the tags are reflective of who is in the tag.  One thing that we do, is capture the visitor information separately and add an anonymous head count to the total. This allows us to still capture information and a total number of people but not worry about the tags. Happy to continue support via our Support phone number or email if needed as I know this may not be ideal. 

     

  • Avatar
    a4nee

    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?

  • Avatar
    Emily W.

    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!

  • Avatar
    marcosleonbaez

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

  • Avatar
    Ashley Lynn

    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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