Tags are customisable labels available to administrators of organisations and opportunities in order to categorise people (your users).
Benefits of tagging for larger groups or networks
- Differentiate subscribers according to your organisation’s segmentation needs
- Search for subscribers using the Tags
- Easily identify different types of subscribers, such as Administrators
- Gain insights into the dynamics of your organisation’s network
How to Tag Subscribers
>> Logging in to the platform, click on >> Organisations, search for the organisation you want to work on, and click >> Manage. Click on >> Subscribers on the organisation's dashboard or on >> Community on the management section on the left-hand-side.
You will then see a list of all the subscribers in your organisation. (If you need to add more people to the organisation, read here.) Click on the "Tag" button next to their name to add a tag. Alternatively, if you want to tag more than one subscriber with the same tag, click the tick-box next to each person's name and then click "Bulk Tag" at the top of the table.
You will then need to define the tag by filling out what you want it to say in the text box. You can select a colour and shape of your tag. All the tags you create for your organisation will appear here. Every time you need to tag a subscriber, click on the ones that apply to him/her and click Update to complete the tagging.
We recommend that you start off with these important tags when you're adding organisations and adding subscribers:
Opportunity Administrators for each organisation - this should include someone from the organisation who will be the contact person or supervisor for all opportunities + someone who will be adding opportunities on a continuous basis. This could be the same person.
It is important for someone from the organisation to be added as an Opportunity Administrator, so that they can be notified when there is activity happening in the organisation. Read about how to add Opp Admins here. This tag could be "org manager", "facilitator" or "supervisor".
Organisation and Opportunity-specific Tags - depending on the type of organisation and its needs, you can create tags for just about anything. Some useful tags related to Location, Age, Title, Gender - things that are useful to you in knowing who is in your organisation or attending its opportunities.
For example, a national education foundation holds a Storytelling event around the country. The organisation needs people to run the event, and needs children in different age categories to attend the event. The foundation is also trying to increase the number of girls who attend the event, to promote education of women. The tags the foundation will use to label its community could include:
- "Coordinator" - to indicate which participants are event-managers
- "JHB", "Pretoria", "Cape Town", "Durban" - to classify participants from different cities
- "Male", "Female", "Undisclosed" - to classify gender
- "6-8", "9-12", "13-17" - to indicate the age groupsBy using these tags, the foundation can look at its subscriber network and instantly see the breakdown of participants in its event.