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User Tags: Program Managers

A guide for Program Managers about User Tags

Written by Brittany Crow
Updated over a month ago

❖ Heads up! This article is intended for Program Managersβ€”a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.

By the end of this article, you will be able to:

  • Apply or remove User Tags

  • Filter volunteers using tags

  • Create curated volunteer lists for bulk actions

About User Tags

User Tags allow you to group volunteers using custom keywords.

You can use tags to:

  • Filter volunteers

  • Send targeted emails

  • Review volunteer data

  • Schedule volunteers in bulk

User Tags:

  • Are private

  • Are visible only to Program Managers and Site Managers

  • Update only when you manually add or remove them

Some users may have automatic system-generated tags applied during import (e.g., May-1-import).

Add a User Tag

  1. Go to Volunteerism > Users.

  2. Use the User Filter to locate the users you want to tag.

  3. Open the Select an Action dropdown.

  4. Select Add/Remove Tags.

  5. Select Add the following tag.

  6. Enter the tag name.

  7. Click Update Tags.

Remove a User Tag

  1. Go to Volunteerism > Users.

  2. Use the User Filter to locate the tagged users.

  3. Open the Select an Action dropdown.

  4. Select Add/Remove Tags.

  5. Select Remove the following tag.

  6. Enter the tag name.

  7. Click Update Tags.

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