Tags

Tags are simple attributes that can be attached to a Person. They're useful for quick, informal labeling.

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Consider Custom Properties Instead

For most use cases, Custom User Properties are a better choice than tags:

• More structured - dropdown, checkbox, and radio options keep data consistent
• Easier to update - change an option once and it updates everywhere
• Form integration - custom properties can be collected via forms and attached to submissions
• Scopeable - can be limited to specific chapters

Tags work well for temporary labels or one-off tracking, but custom properties are better for anything you'll filter or report on regularly.

How Tags Work

When a Team Member creates a new tag, it immediately appears in the tag dropdown for all People in your Organization. Tags are universal across your whole Organization and can't be scoped to a specific Chapter.

To avoid duplicates, always check if a tag already exists before creating a new one.

Adding and Removing Tags

You can manage tags:

• On a Person's individual profile
• Through a Bulk Update
• Through an Automation

Tags are automatically deleted when no contacts in your Organization have that tag.