Constituent Tag Lists


Constituent Tag Lists allow you to create a list which filters and/or outputs using the details of tags that have been added to constituents. The details can include tag start & end date, extra fields, etc. you may have set up for a tag.

A Constituent List allows you to filter based on active or blocked tags - so for example if you want to do a mailing to everyone who has the Newsletter tag a constituent list would be fine.

However, suppose you allow people to state how many copies of the newsletter they want and you have created an extra field against the Newsletter tag to store that number. If you need to include the number of newsletters in your mailing file you will need to create a Constituent Tag List as that will allow you to access that information which is stored against the tag.

You create a Constituent Tag List from the main add menu.

As the list works from the tags, depending on your lists filter, a constituent could appear more than once on the list - e.g. if your Constituent Tag List does not have a filter and a constituent had 5 tags they would appear 5 times on the list - so often you will want to add a filter which restricts the list to one tag - as shown in the example below



It should be noted that only where a tag is present for a constituent the filter will draw back the information. If no tag is present no information will be drawn back i.e you can't use the filter 'has non of the following' as there will be no tag recorded on the constituent for Donorfy to use as the filter. 

To find out how tags work, please see this article Tags Overview

Other constituent based fields can be used in the filter - e.g. permitted channels etc - this allows you to build lists that can be used for mailings based on a tag.


Downloading Your List

It is best to select any extra fields associated with your tag that you want to export and select 'Only include the selected columns in the download' - see this article for more information about downloading lists.

The downloaded file will include the preferred contact information for the constituents who have the tag(s) - note that if a constituent is blocked for contact - see example below - then the preferred fields will be empty



The Donorfy Academy features a learning course for Lists - enrol here


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