Tags

Tags are simple labels that you attach to a Person. They work well for temporary labels or one-off tracking. For anything you filter or report on regularly, Custom User Properties are usually a better choice. Their options keep data consistent, and forms can collect them.

How Tags Work

Tags are universal across your whole Organization and can't be scoped to a specific Chapter. A new tag immediately appears in the tag dropdown for all People. To avoid duplicates, check if a tag already exists before you create a new one.

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Permission Required

On a profile, in the Add Person form, in Bulk Update, and in the Text Inbox, a new tag needs the "Add New Tags" permission. The same permission controls new Event Tags. Team Members without this permission can still pick existing tags there but cannot create new ones.

To add a tag on a profile, type its name in the Tags box and press Enter. Then click the checkmark to save it. You can also add and remove tags with a Bulk Update or an Automation.

Why Do Deleted Tags Still Appear?

A tag stays in the dropdown while any active person in any chapter has it. It also stays while an older automation uses it in a "Tag Addition" trigger. There is no way to manually delete a tag name from the dropdown.

To clean up a tag, filter People by Tags includes [tag name]. Select all results and use Bulk Update to remove the tag.