How to Create Tags & Tag Current Supporters

Create tags that you can affiliate with your supporters in order to identify them as staff, volunteers, board members, VIPs, have cards on file, etc. You can create as many tags as you'd like, each with a designated color, so that those facilitating check-in or checkout have more information on the guests they are assisting. 

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. 

Create 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. 

Assign a Tag to a 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 "VIP" tag to "Susan Jones." 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. 

If you would like to add additional tags, simply repeat step 2 for each tag you would like to assign.