You can use Tags to organize and manage your patrons more effectively. From the Patron Management section, you can create and apply Tags to group contacts by shared characteristics, interests, or engagement, and easily add or remove people as needed.
What is a Tag?
A Tag is a simple, manually applied label you use to categorize or group Contacts, not something generated by system actions.
👟Walkthrough
Click on Tag Management to launch the page. This will open the Tag Management landing page.
Create New Tag
Click on Create New Tag in the top corner to build a Tag. This button opens the Create New Tag modal. At the top, give your tag a simple but descriptive name.
Click on Description to give some more context about who is within this Tag. This field is optional, but helpful so other dashboard users know the intent of the Tag.
Underneath, you will see a Contact List table. This table will load all Contacts associated with your organization. You can filter this table by any of the columns. You can search this table for specific Contact names or email addresses to add to the Tag.
Use the checkbox to select/deselect Contacts.
These funnel icons on each column will open up advanced filtering, which you can also use to find Contacts you wish to add.
Click on Create to make your Tag. In the example below, I have made the tag Thinker.
Once you have created a Tag, it will appear on the Tags table.
Click on the triple dots under Actions to make changes or manage your Tag.
In the actions menu, you can do the following things:
Edit Tag
Click on Edit Tag to change the Name and Description. After making changes in the modal, click Update. Edit will allow you to change the name and description of the Tag.
Click on Manage Contacts to update the Contacts contained within the Tag.
Manage Contacts
The Manage Contacts table will load in all Contacts assigned to this Tag already and people who haven't been assigned. Use search, filters, and the checkboxes include or remove people from this Tag. Make sure to push save. Manage Contacts will allow you to add and remove people from a Tag.
Delete Tag
Click on Delete to delete the Tag. When you proceed to Delete, this modal will appear. It will confirm that the Tag cannot be recovered and it will be removed from Contact profiles. Click "Yes, Delete" to proceed. Delete will permanently remove this Tag and its associations across all associated Contacts.
Manage Details
Click on Manage Details to see more in-depth Tag information about your tags.
The Overview section of this page contains the following information:
Tag Description - the brief explanation of the Tag.
Last Updated date - the most recent date when changes were applied to this Tag.
Type - this is primarily to give context between Tag and Household management pages
Created By - the name of the user that originally created this Tag.
Created On - the date in which this Tag was made.
You will see these options at the of the page as well:
This section contains a data breakdown of the Tag. It contains the total Contact count, gross ticket sales, gross donated amount, gross subscription sales, and gross add-on sales across all Contacts within the Tag. You can apply different date range, and download the data.
The next section is the Contact List. You may remove Contacts from this Tag here, or search for individuals. Click on their First/Last name to access their Contact page.
Export Lists
Click on Export List to download a CSV file of all Contacts. This file contains the following date: Tag Name, First Name, Last Name, Email, Created Date (this is the day the Contact was added to the system), Other Tags.
To remove multiple people at once from this Tag, click on multiple checkboxes + hit the 'Remove Contacts' button. You can also remove individuals with the trash icon.
🎓Recap:
You can also create Households to link related contacts—such as families or shared accounts—under a single grouping. This makes it easier to manage relationships, view combined activity, and understand engagement across connected patrons.
You can edit, manage, or delete Tags and Households at any time, track associated sales and activity, and export contact lists for reporting or outreach.
🚀Best Practices:
You can use clear, consistent naming (e.g.,
Donor – 2025,Volunteer – Box Office) so tags are easy to understand and reuse.You can keep tags purpose-driven—create them for outreach, access, or reporting, not one-off notes.