Auto Tagging allows you to automatically add Tags to Constituent profiles using one or more data Lists. The process can be either set to automatically apply the Tags overnight or can be run on-demand as needed.
⚠️Important:
Auto Tags are a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
Create an Auto Tag
The first thing you need to do is to create the Lists that will identify the constituents you want to Auto Tag. For example, if you want to Auto Tag people with a tag called "Donor low value" you need to create a Transaction List that filters transactions under £50 (or whatever your low-value limit is).
To set up Auto Tagging, you need a Tag that you want to add to the Constituents:
Navigate to Settings, then click Configuration.
Select Tag & Tag Categories.
Select the Tag Category your Tag is in, and either add or select an existing Tag.
From the tag form click on the Auto Tagging tab.
Set this to Yes to remove the tag from Constituents who no longer meet the rules before applying it to new ones.
This will removes the tag from Constituents who no longer meet the criteria, regardless of how it was originally added.Set to Yes if the Tag should be re-applied overnight.
Set Auto Tag Rules
Navigate to the Set Auto Tag Rules tab.
Click Choose Lists to select a list that will be used to apply the Tag.
Specify whether the constituents 'must be on the list' or 'must not be on the list':
Must be on this List is an OR clause and not an AND clause, so will add a Tag for each constituent within either List.
Must not be on this List is an AND clause. - i.e. AND must not be on this List.
Select the List from the drop-down selection.
Click on Add list.
📌Note: Your list will require an ID such as Number or Entity Number within the List data fields so that the process knows what it is looking for.
Repeat the above steps if you want to use multiple Lists for the Tag.
Click Save Changes.
This saves your List and preferences.You can then opt to close and exit or apply the Tag right away.
When the Auto-Tag runs overnight, it will report within the header section of the Auto-Tag:
When it was last applied.
How many Constituents had the Tag added .
How many Constituents now have that Tag.
📌Note:
If you click Save & Apply this tag now a task will be queued to apply the Tag - we will send you an email when the Tag has been applied.
If you press Save Changes the Tag will be applied overnight if you have set that option to Yes.
There is no undo action after the Auto-Tag has been applied.
The status message on the Auto Tagging page shows when Auto Tagging was last applied.
You should not base one Auto Tag on another. This is because you cannot guarantee that they are applied in the correct order.
Tags applied or removed by the Auto Tagging process are not recorded in the ChangeLog on a Constituent's Timeline.