❖ Heads up! This article is intended for Program Managers—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
Use User IDs to bulk tag users when direct filtering isn't available
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
Target users based on custom field data via User ID lists
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
Go to Volunteerism > Users.
Use the User Filter to locate the users you want to tag.
Open the Select an Action dropdown.
Select Add/Remove Tags.
Select Add the following tag.
Enter the tag name.
Click Update Tags.
Remove a User Tag
Go to Volunteerism > Users.
Use the User Filter to locate the tagged users.
Open the Select an Action dropdown.
Select Add/Remove Tags.
Select Remove the following tag.
Enter the tag name.
Click Update Tags.
How to Bulk Add Tags to Users When Direct Filtering by a Custom Field is Not Possible
If you need to bulk add tags to users but cannot directly filter by a custom field or attribute (e.g., "Favorite Agency"), you can use User IDs to build a target list and apply tags in bulk. Follow the steps below:
Step 1: Prepare Your User ID List
Export your user data or use an existing spreadsheet to identify the target group of users based on the custom field or attribute you care about.
Collect the User IDs for all users who should receive the tag. Ensure that each User ID is included in your list.
Step 2: Filter Users by User ID
Navigate to Volunteerism > Users in the Get Connected platform.
Open the User Filter.
Set the filter criteria as follows:
User Data > User ID > Is In List
Paste the list of User IDs into the filter. Ensure the list is pasted as plain text without commas or special formatting.
Step 3: Apply Tags in Bulk
With the filtered list of users displayed, open the Actions or Select an Action dropdown menu.
Choose Add/Remove Tags.
Select Add, enter the name of the tag you want to apply, and click Update Tags to apply the tag to all filtered users.