❖ Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Understand what User Tags are and how they’re used
Add custom User Tags to selected volunteers
Remove User Tags and troubleshoot tag removal issues
About User Tags
User Tags help you quickly organize and filter volunteers using keywords you assign to them. These tags make it easy to:
Email tagged volunteers
Review or export their data
Schedule them in bulk
User Tags are private and only visible to managers, including Site Managers and Advanced Program Managers.
Some tags are automatically applied—for example, users added through import receive a tag indicating their import date (e.g., May 1, import). You can also create and apply custom User Tags at any time.
Adding Custom User Tags to Select Users
Go to Volunteerism > Users.
Filter the users you want to apply a custom user tag to with the User Filter.
Select Add/Remove Tags from the Select An Action dropdown.
Type the custom User Tag you want to add.
Click Update Tags to save your changes! Now you have a curated list of users with that custom User Tag that you can filter for whenever you need to!
Removing User Tags
To remove a tag:
Go to Volunteerism > Users.
Filter for the users associated with that tag.
Select Add/Remove Tags from the Select an Action dropdown.
Choose Remove the following tag.
Enter the tag name and click Update Tags.
Troubleshooting Tag Removal
In some situations, a tag cannot be removed because inactive users are still associated with it. These tags remain available as options until all inactive accounts tied to them are addressed.
To resolve this:
Identify inactive users:
Use User Data > User Status > Is > Inactive in the User Filter.
Review associated tags:
Check each inactive user’s profile to see which tags are attached.
Proceed with tag removal:
Once you’ve identified the inactive accounts holding the tag, remove or update the tag as needed.