👩💻 At a Glance
In the Tags section provides an overview of all your tags in one central place. In this section you have the option to manage your existing tags and create new ones.
Tags act as short labels you can freely assign to supporters, leads and other records. This flexibility allows you to filter, segment, and prioritise data, making it easier to group and identify records with similar characteristics, find information and make strategic decisions.
To learn more about tags, take a look at What are tags and how can you use them?.
Filter
You can search for existing account tags that meet a specific criteria by using the filter.
You then have the option to refine the search by:
Created At – YYYY-MM-DD date format and HH:MM:SS time format, for example 2025-03-10 13:06:12.
Description – A keyword within or the full text added to the description when the tag was created.
Status
Title – A keyword within or the full name of the tag.
Type – Supporter tag or campaign tag.
You can apply multiple conditions to the same filter search click "+ Add Condition" and specify additional requirements.
To reset the filter, click the "Reset Filters" in the top right of the Filter pop-up. To close the Filter pop-up, click the "X Filter" button.
To order the columns alphabetically or numerically, depending on the data in the column, click the column name. If the arrow in the column name is pointing up, the data is in ascending order. If the arrow in the column name is pointing down, the data is in descending order.
New tag
To create a new tag, click on the "+ New Tag" button at the top of the page.
In the pop-up window, update:
Title – Give the tag a name.
Type – Select the type of tag. Supporter tags are saved against a supporter’s main record. Campaign tags are saved against a supporter's registration record for a specific campaign.
Colour – Choose a colour from the dropdown.
Description – You have the option to add a description to provide additional information about how and why the tag is being used.
Once you're happy with your new tag, click "Create Tag" button.
If you don't wish to save your new tag, you can click "X" in the top right of the popup or "Cancel".
To edit, archive or delete an existing tag, click the three vertical dots to the right of Status.
Search
To conduct a simple search using just the tag name, use the search bar in the top right of the page.