How to Create Tags & Tag Current Supporters

Create customizable user tags- like staff, volunteer, board member, VIP, etc- that can be individually or bulk assigned to supporters. Each tag includes a color label to help check-in and checkout teams easily identify guest details. 

Tags can also include an affiliated check-in message that appears for volunteers or staff when they check in a tagged user. Click here to learn more about adding a check-in message to your tags.

User Tags Table of Contents

• Default Tags

• Creating a New Tag

• Assign a Tag to a Single Supporter

• Bulk Assigning Tags to Supporters

Default Tags

Default tags are meant to appear on all peer-to-peer events. The "No Card" tag, appears on all events, whether peer-to-peer. Golf.Gives, etc... These tags are meant to provide visual aids when looking at your attendees, assisting with check-in, or assisting with checkout. 

• Grey "No Card" Tag: The "No Card" tag allows you to quickly see which of your supporters do not have a credit card on file. Appears on all events, not just peer-to-peer.
• Green "Sponsored" Tag: The "Sponsored" tag allows you to quickly distinguish which of your 'Supporters' is a sponsored user/family member (minor).
• Orange "Peer Page" Tag: The "Peer Page" tag allows you too quickly distinguish who is registered as a peer, and therefore, owns a peer page.
• Red "Peer Team" Tag: The "Peer Team" tag allows you to quickly distinguish who owns a team. 

Creating a New Tag

1. First, navigate to the 'Supporters' tab and locate the "User Tags" column. 

2. Next, click the grey "+" icon to add a new user tag. 

3. After clicking the "+" icon, you will enter in the name of your new tag in the field provided and then click the "+" button, pictured below, to add your new tag.

4. After creating the tag, you can edit the user tag, change the tag color, or delete this tag, pictured below. 

• Delete Tag: This will delete this tag from available tags. 
• Change Color: By clicking the color icon, you are able to select from a color-selector, shown below.
• Edit Tag: Clicking "Edit Tag" allows you to change the name of this tag. 
• Edit Tag Message: Edit the affiliated pop-up message with this tag. Click here to learn more about adding a Tag Message.

Assign a Tag to a Single Supporter

1.  Once you have added tags, you are able to affiliate these tags with supporters. To do so, locate the supporter you would like to tag and click the "+" icon to the right of their name.

2. This will open available tags. For this example, we will be assigning the "Staff" tag to "Madelaine Cloer." To add this tag, click the circle to select the tag, pictured below.

Now that you have assigned this tag, the circle to the left of the tag name will appear grey and the tag will appear to the right of the supporters name, in the "User Tags" column.

Bulk Assigning Tags to Supporters

1. To bulk assign supporters, navigate to the 'Supporters' tab. Select the supporters you would like to bulk assign tags to by clicking the checkbox to the left of the supporters name, shown below.
2. Next, click "Bulk Actions" and then "Bulk Assign User Tags."
3. Select from the available tags by clicking into the grey circle, picture below, to either unassign or assign to the selected supporters. If you would like to create a new user tag prior to bulk assigning your selected users, use the field provided under "Create Tag."
   
   For this example, we will be assigning the "VIP" and "Board Member" tag. Once selected, click "Assign Tags." To bulk un-assign tags, click "Unassign Tags."