Member tags

Members will be assigned tags based on specific user behaviours.

The tags show under the relevant members' 'Tags' column on the members list page.

The following system tags are auto-generated:

3 year member - has been a member for more than 3 years

5 year member - has been a member for more than 5 years

Multi Org - belongs to multiple organisations

Donor - has donated any amount

Bronze Donor - has donated $200 - $500

Silver Donor - has donated $500 - $1000

Gold Donor - has donated $1000 +

Large Donor - single large donation of $500+

These tags can't be deleted in admin.

Manually assigning a tag to a user

There are tags that can be manually assigned to a user:

Committee - is on the committee for the organisation

Volunteer interest - has indicated interest in volunteering

You can also create your own custom tags.

1. Go to Communications > Member Tags
2. Select 'Add Tag' at the top right hand corner
3. Enter the name for your tag and a enter a description. (This will show when the tag is hovered over.)
4. Assigning a tag to a member: Go to the Members list and find the appropriate member
5. Under the tags column, hover over that area until a blue + icon appears. Click on 'Add a tag'
6. From the dropdown menu, select the tag you wish to add.

Filtering members by tags

The system and manual / custom tags allow you to filter members by category to quickly select a specific or special interest group.

To do this:

1. Go to the Members list
2. Find any example of the tag you wish to filter by in the member list
3. Click on it and select 'Filter by this tag'
4. Your entire membership will be filtered by this tag. You can reset at any time by clicking the red remove tag icon at the top of the Tags list.