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Managing Tags

Tags are a way to group members together by something they have in common. For example in a car club you might have multiple members that are interested in a specific type/brand of car, you can create a tag with that brand name (ie Tesla) and assign that tag to each member that is interested in that.

Tags can later be used to send targeted communications, mailings, etc…

To view tags click on the “Tags” tab in the Members area.

The Tags tab/view

The list of tags will contain the tag text and the count of how many members the tag is associated with. To create a new Tag click on the create button.

Note: You can also create tags in the member details view

You can search the tags by the tag text.

In the member details view

In the member details view is where you add/remove tags from members. In order to do this go to your members list, find the member you are interested in adding a tag to or removing a tag from, and click on that members row (not the check box on the left).

At the top of the panel on the far right of the member details view you will see a box with the label “Tags” above it

The Tags section of the members detail

If you want to dis-associate a tag that is currently associated with a member, click the ‘x’ in the circle to the right of the tag label. If you are done at this point, click the “Save” button on the left panel to save the changes.

If you want to associate a tag with the member click on the “+Add” above the dialog to open the Add tag dialog

The add tag dialog

In the text field at the top of the dialog type in some of the text of the label of the tag you want to associate and type [Enter] when done.

Results from a tag search

Any tags that match the search will appear in the box below. Click the ‘+’ in the circle to the right of the tag label to add the tag to the members tags. If the search does not return the tag you are interested in adding you can click the “Create Tag” button to create a new tag from here and add it to the member.

You can search for and add multiple tags to the member from here.

Remember to click the “Save” button in the left panel to shave the changes to the member.

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