Member Tags

Created by Brittany Crow, Modified on Wed, Aug 23, 2023 at 2:02 PM by Brittany Crow

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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