❖ Heads up! This article is intended for site admins.
Want to quickly filter and search for members on your site? You can add a custom Member Tag to a member's profile that only you and other admins can see. This helps you quickly search for members when reviewing reports, registering them for opportunities, sending emails, and more! Tags are a great way to group members so you can make quick actions for those members whenever! Here we cover:
How to add a member tag
To get started:
1. Click the Members button.
2. Select the three dots for the member you want to add a member tag to.
3. Click View profile.
4. Select the + beside Tags.
5. Search for a tag you've already created to add to the member or create a new one!
How to create a new member tag
1. To create a new member tag, click the + beside Tags on the member's profile.
2. Type the new tag in the Search tags field.
3. Click + Create new tag.
- Now you can use that tag for future tagging!
Where to use member tags
Tags can be used to filter and search for members when searching for members to:
- Send an email
- Filter a report
- Filter the activity feed
- Review schedules
- Searching for members in the Members panel
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