Tags | Fundhero | Fundraising CRM Software

Tags

Create tags, put them on donations and activity, and use them to filter contacts and reports.

Updated

Tags label donations and other activity, such as a campaign, an event or an appeal. Create and manage them from the Contacts dropdown > Tags.

Tags go on donations and activity. Groups go on contacts.

Create a tag

  1. Open Contacts in the main navigation.
  2. Open the dropdown that says Contacts and choose Tags.
  3. Select Add Tag.
  4. Enter the name under "Enter the new tag name below:" and select Save.

Tag names must be unique, ignoring capitals. If the name is taken, FundHero shows "Tag name … already exists".

The Tags list has a Tag Name column. Use the Search Tags box above it to find a tag.

Rename or delete a tag

  • Rename: open the row menu and choose Rename Tag, edit the name and select Save.
  • Delete: open the row menu and choose Delete Tag. To delete several, tick two or more tags and select Delete Tags in the bar. Confirm with Confirm.

Deleting a tag also removes it from the donations that had it.

Put a tag on a donation or activity

When your team has at least one tag, the forms on a contact’s Add Interaction menu include a Search Tags box. That covers donations, pledges, actions, tasks and notes. Pick one or more tags and select Save.

To tag something that already exists, open the three-dot menu on its timeline card, choose Edit, change Tags, and select Save.

To tag a whole batch, pick a tag when you import donations. It is added to every donation in that import.

Automatic tags

Gifts that come from a monthly recurring donation carry a Recurring tag. Once your team has at least one tag of its own, Recurring also appears in the Tags list. It is managed by FundHero, so don’t rename or delete it. Each donation page also has a read-only Activity Tag in the editor.

Use tags to find things

  • Filters > Tags on the contacts list finds contacts whose donations or activity carry the tags you choose. See Search and filter contacts.
  • The smart group builder has a Tags condition. See Build a smart group.
  • Reports have a Select Donation Tag filter. On the Basic plan, report tags are locked and the report shows Unlock Tags. Creating tags and tagging donations is not locked.